Insights

1. Enter a name for the view.
2. Set permissions for who can access this view.
   
   
   
   
3. Select the fields you want to display in the view.
4. Define criteria to specify the exact data to be shown.
5. Click Save.
   
   
   
   
6. This is how it will appear after creating your own view, and it will be under My views. 
   
7. Click on Edit to make changes to the view, and Delete if you want the view to be removed.

Adding a new Employee 

(If you are a Zoho One user, the administrator will have additional options when adding users to the organization) 

Inviting Users 

Adding users without a verified domain requires an invitation to be sent to the users, who will then have access to their Zoho People account once they have accepted their invitation.

To invite users,

1. From your home page, go to Operations > Employee Information > Employees > Add Employees.
   
2. To invite users through email, select invitation.
   
   
   
   
3. Create a user account by filling up the Employee ID, First Name, Last Name, and Email Address of the user.
   
   
   
   
4. After creating a user account, you can edit or add user data like basic information, work information, hierarchy information, personal details, identity information, contact details, separation information, system fields, work experience, education details, and dependent details. 
   
5. After editing, click Update.
   
   
   
   
6. To trigger onboarding for that particular record, click Yes. 
   
   
   
   
7. Click Finish after the onboarding process has been triggered. 
   

Domain Email

This is a method to add users directly to your organization with verified domain email. You can give the users' user name and password and add them to the organization domain. They can change their password later. Given below are the steps to add users through Domain Email.

1. From your home page, go to Operations > Employee Information > Employees > Add Employees.
   
2. Select Domain email to add users.
   
   
   
   
3. Create a user account by filling up the Employee ID, First Name, Last Name, Email Address and select the domain. 
   
   
   
   
4.  After creating a user account, you can edit or add user data like basic information, work information, hierarchy information, personal details, identity information, contact details, separation information, system fields, work experience, education details, and dependent details. 
   
5. After editing, click Update.
   
   
   
   
6. To trigger onboarding for that particular record, click Yes.
   
   
   
   
7. Click Finish after onboarding process has been triggered. 

Zoho Mail

You can add bulk users from Zoho Mail into Zoho People.

1. From home, go to Operations > Employee Information > Employees > Add Employees.
   (This can also be done by navigating to Settings > Manage Accounts > Users > Add Users.)
2. Click Zoho Mail to sync users.
3. Search users using the search box.
   
   
   
   
4. Select the users that you would like to sync and click Submit.
   
   

This is the view after importing the selected employees from Zoho Mail.

Add Users From Google Workspace and Microsoft 365

Click the following links to learn about adding users from Google and Microsoft services:

1. Adding Users From Google Workspace 
   

1. Adding Users From Microsoft 365
   

The filter option allows for quick, targeted access to specific employee data.

The ellipsis icon helps to Import data, Export data, History Export, Bulk File Upload, E-Sign Documents, and Show masked data.

Departments

The Departments tab provides a view of all departments within the organization, along with details on who created each department, the creation date, who last modified it, and the time of modification. 

To learn more about Public Views and My Views, click here.

Watch our help video on organization setup:

Adding a new Department

To add a new employee to your organization, click Add Department. 

1. Enter the department name and give a code.
   
2. Add the department lead.
   
3. Choose the parent department.
   
   
   
   
4. Click Submit.
   
   
   
   
5. To update department details for a specific record, select the record and click the pencil icon to make changes.
   

Use this dropdown to configure a filtered view of your data, your reportees data, and your direct reportees data.

The filter option allows for quick, targeted access to specific employee data.

The ellipsis icon helps to Import data, Export data, History Export, Bulk File Upload, E-Sign Documents, and Show masked data.

Designations

The Designations tab displays all designations within the organization, including information on who added each designation, the date of creation, the last person to modify it, and the time of modification.

To learn more about Public Views and My Views, click here.

Adding a new Designation

To add a new employee to your organization, click Add Designation. 

1. Enter the designation name and give a code.
   
2. Add the stream.
   
3. Fill up the other designation details.
   
   
   
   
4. Click Submit.
   
   
   
   
5. To update designation details for a specific record, select the record and click the pencil icon to make changes.

Use this dropdown to configure a filtered view of your data, your reportees data, and your direct reportees data.

The filter option allows for quick, targeted access to specific employee data.

The ellipsis icon helps to Import data, Export data, History Export, Bulk File Upload, E-Sign Documents, Bulk Profile Photo Upload and Show masked data.

HR Process

To learn more about HR Process, click here.

Groups

Import or Export Group Members

1. Go to Operations > Employee Information > Groups.
2. Click on the group in which you want to import or export members.
   
   
   
   
3. Click the ellipsis (⋯) icon.
4. Choose Import or Export option as needed.

Delegations

Adding a new Delegation

1. Select the delegator. (The one who will temporarily approve the requests)
   
2. Select the delegatee. (The one who will get assigned to the new approver for approval requests)
   
3. Choose the type of delegation, whether it is temporary or permanent. 
   
4. Select the date range from which this should apply.
   
   
   
   
5. Select who should be notified about the change in delegator, either both Delegator and Delegatee or only Delegatee, and enable the corresponding option.
   
6. Add the description of necessary. 
   
7. Click Save.
   

This is how it appears after adding a new delegation.

To edit the delegation details for a specific record, select the record and click the pencil icon to make changes.

After editing, click Save.