Operations in Zoho People 5.0

Operations in Zoho People 5.0

What can you do in Operations?

Manage your employees, 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. 

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:

Employee information service
  1. View and manage employees, departments, designations, groups, delegation, exit details.
Leave service
  1. Perform employee specific customization such as customizing the leave balance or policy of an employee going through a family emergency.
  2. View, edit employee leave data, compensatory off records, leave grant and holidays.
  1. Manage regularization, hourly permissions and on duty records.
  2. Biometric ID Mapping, and Import or Export attendance records.
  1. Assign and manage shifts.
  1. Tag goals, skillset, competency to specific users. You can also add feedback or a summary on specific users.
  2. Manage libraries of competency, skills, review questions, summary questions.
  3. See completed and active appraisal cycles, salary hike cycles, review and multi rater selection.
  4. Import and export performance data.
  5. View all goals.
  6. View employee salary information.
  1. Track onboarding.
  2. View candidate records.
  3. Add candidate evaluation and background verification data.
  1. See salary history and revise salary for specific employees.
  2. View all employee salary records and add salary information to the system.
  3. View salary revision history classified by revision status.
  4. Generate salary revision letters.
  5. Handle hike push requests from the performance service.
  1. Add organization files and employee files.
  2. Send files for e-signing.
  3. Create folders.
  4. View a repositary of standard HR forms and templates.
  5. Setup signature templates.
  1. Add trainers, view their ratings and associated courses.
  2. Add rooms used for blended learning class room sessions.
Office Readiness
  1. Manage work from office, and office visitor records.
  1. Add time logs, timesheets, jobs, projects for specific users and perform job scheduling
  2. Add jobs, projects, timesheets, job scheddules collectively, which can then be associated to employees.
  3. View and manage weekly or daily job schedule for all employees.
  4. Add clients data.
  5. Generate bills and invoices.
  6. Add employee wage rate information.
Employee Engagement
  1. Define metrics used for surveys.
  2. Create survey templates.
  3. Manage questions used for surveys.
Tasks & Checklists
  1. Add and manage tasks, tasks are classifed based on priority and status.
  2. View pending and completed checklists.
Assessmentanage categorized question banks, add new questions.
  1. Import questions in GIFT, AIKEN, XML formats.
  2. Manage all time tracker-related entities, such as jobs, projects (including assigning), timesheets, job schedules, invoices, etc. 
Employee Health Data
  1. Add employee health and vaccination status records.
  1. View and manage approval records classified by form.
Data Administration
  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 it 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.

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).

Once you open operations, you have two cards. The first card displays basic information on the super administrator. 
The second card lists the top 5 frequently accessed operations services.  You also have a search bar to quickly search for a specific page within operations.

Click on View All to display the complete list of Zoho People 5.0 operations services. Operations are classified into services.  In case of operations, services are further classified into system and custom services. For example: All leave related operations are tucked into the leave operations service and any custom service created will be listed under the custom services title.

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