Operations in Zoho People 5.0

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 that data happens in operations. Operations aims to prevent unauthorized access to settings while granting access only to data for required users. This ensures that the system can be leveraged without compromising data security.

Info
Operations declutters data from settings, thus granting an exclusive, controlled, and easily manageable space for all employee and HR data.

Operations are classified into services. Let us take a look at what we can achieve in operations, listed by service:

  1. View and manage employees
  2. Manage departments
  3. Manage designations
  4. Manage groups
  5. Manage delegation
  1. Manage leave requests
  2. Manage holidays
  3. Manage compensatory off requests
  4. Manage leave grant requests
  5. Perform user-specific operations
  6. Customize policy
  7. Customize balance
  8. Exceptional working days
  1. Performing user-specific operations
  2. Manage regularization requests
  3. Manage on-duty requests
  4. Manage hourly permission requests
  5. Perform Biometric ID mapping
  6. Check-in / Check-out data import & export

Performance (Work-in-progress)
  1. Tag goals, skill sets, and competencies to specific users. You can also add feedback or a summary on specific users
  2. Manage libraries of competency, skills, review questions, and summary questions.
  3. See completed and active appraisal cycles, salary hike cycles, review, and multi-rater selection
  4. Manage continuous review
  5. Import and export performance data
  6. View all goals.
  7. View employee salary information.
  1. Invite candidate
  2. Convert candidate to employee
  3. Import candidate records
  4. Trigger employee onboarding
  1. View employee specific compensation data
  2. Manage employee salary
    - import / export salary data
  3. View salary revision history and manage salary revisions
  4. Delete salary data / Delete salary revisions
  5. Generate salary revision letters
  6. Manage hike push sanction
  1. Add organization files
  2. Add employee files
  3. Send files for e-signing.
  4. View a repository of standard HR forms and templates
  1. Add trainers, view their ratings, and view associated courses
  2. Add rooms used for blended learning classroom sessions
  1. Performing user-specific operations
  2. Manage clients
  3. Manage projects
  4. Manage jobs
  5. Manage timesheets
  6. Job scheduling
  1. Define metrics used for surveys
  2. Create survey templates
  3. Manage questions used for surveys
  1. View import, export and activity logs
  2. Perform data backup
  3. Perform copy customization
  4. Create sandbox environments for isolated testing before pushing to live environment.

Who is Operations in Zoho People for?

Operations are aimed at HR personnel, administrators, managers, and specific authorized employees with data-only access who may not be authorized to change Zoho People settings.
Watch our help videos on Zoho People operations
Leave Service Operations 


Attendance Service Operations 



 Accessing Operations

Operations is accessed using the exclusive icon in the bottom-left corner of Zoho People. It can be accessed from any screen (for administrators).



The operations page also has a search bar to quickly locate operations. 




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