Employee Information Operations

Employee Information Operations

What is Employee Information Operations in Zoho People?

Employee information in operations lets you manage employee records, departments, designations, delegations, and exit records. Employees can also add HR Process requests from here. 


What can be done under Employee Information Operations?

  1. Insights
  2. Employees
    Public view and My views
    To create a new view
    Adding a new employee
  3. Invite users
  4. Domain email
  5. Add Users From Zoho Mail
  6. Add Users From Microsoft 365 and Google Workspace
  7. Departments
    Adding a new department
  8. Designations
    Adding a new designation
  9. HR Process
  10. Groups
    Adding a new group
  11. Delegations
    Adding a new delegation

Userwise Operations 

The Userwise Operations tab can be used to search and edit employee data for specific employees. Their career history, HR process, and audit history can also be viewed from here.


Insights

The Insights tab allows you to view the dashboard, which presents employee data in a simple format with various metrics and charts for easy understanding.

The available insights include: Headcount & growth rate, Employee addition & growth rate, Employee addition & growth rate, Employee addition trend (Last Six Months), Employee attrition trend (Last Six Months), Designations (Top 30), Streams (Top 30), Department (Top 30), Location (Top 30), Age, Gender, Experience, and Experience wise exit. 


Employees

The main purpose of the Employees tab is to list all the employees in the organization, which includes both employee profiles and users. The administrator has access to edit and view the overall list of employees. 


Public Views and My Views

The dropdown on the left allows you to switch between different views, such as Public views and My views. Public Views include default options like Employee View, Inactive Employee View, and Master Employee Data, while My Views enables administrators to create their own custom views.


To create a new view

For the administrator to create your own view, click on Create View.


  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.


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

Adding a new Employee 

Watch our help video on user addition methods:

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



Choose from where you want to add employees from. 

(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 
  2. 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, and Show masked data.

HR Process

To learn more about HR Process, click here.

Groups

The Groups tab can be used to add and manage employee groups. Groups can contain employees from any department, designation, etc.


Adding a new Group

To add a new group, click Add Group. 


  1. Enter the group name and description.
  2. Enter the group email address.
  3. Select the group administrators and group members.



  4. Notifications can also be sent to newly added group members.
  5. Click Save. 



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





  7. After editing, click Save.

Delegations

The Delegations tab lets you add and manage delegations. Delegations in Zoho People enable users to temporarily assign approval responsibilities from one employee to another within a specified timeframe, ensuring continuity and efficiency in workflow management. 


Adding a new Delegation

To add a new delegation, click Add 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.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                  Create. Review. Publish.

                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                  Get Started Now




                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                        Manage your brands on social media


                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts


                                                            Zoho Marketing Automation

                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources



                                                                                              Zoho DataPrep Resources



                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Employee Information Settings

                                                                                                                        What is Employee Information Settings in Zoho People? Employee information includes employee-related preferences, features, and customizations that impact all employees in your organization. It includes: Configure Dual reporting, Streams, Employee ID ...
                                                                                                                      • Operations in Zoho People 5.0

                                                                                                                        What can you do in Operations in Zoho People? Manage your employees and organization, and perform day-to-day HR processes in operations. For example, while setting up policies is performed in settings, viewing relevant data, modifying, or updating ...
                                                                                                                      • HR Process

                                                                                                                        What is the HR Process feature in Zoho People? HR Process ensures seamless management of employee transitions in department, designation, location, and employment status. This helps when there is an organizational restructuring or when employees move ...
                                                                                                                      • Employee Information Reports

                                                                                                                        To access the various employee information reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. Here is a detailed look of all the reports that are part of Employee Information in Zoho People: ...
                                                                                                                      • Employee Global Search

                                                                                                                        The employee global search feature allows an employee to quickly look up the information of any employee in the organization. To search, simply type in the first few letters of the name or department of the person you are looking for, then click on ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources