Operations in Zoho People 5.0 | Administrator Guide | Data Management Zoho People

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. Employee Information Operations
    1. Userwise operations
    2. Insights
    3. Employees management
    4. Views
      - Create custom views
    5. Adding a new employee
    6. Invite users
    7. Domain email
    8. Add Users From Zoho Mail
    9. Add Users From Microsoft 365 and Google Workspace
    10. Departments management
    11. Designations management
    12. HR Process
    13. Groups management
    14. Delegations
  2. Data Administration
    1. Activity Log
    2. Localization
    3. Data Backup
    4. Copy Customization
    5. Recycle Bin
    6. Data Administration
    7. Sandbox
  3. Leave (Time-Off) Service Operations
    1. Manage leave requests
    2. Manage holidays
    3. Manage compensatory off requests
    4. Perform user-specific operations
    5. Customize policy
    6. Customize balance
    7. Exceptional working days
    8. Manage leave grant
  4. Attendance Service Operations
    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
  5. Shift Operations
    1. User-Specific Operations
    2. Manage Shifts
      - Adding and editing shifts
    3. Employee Shift Mapping
      - Assigning shifts
    4. Map Shift Pattern
      - Shift pattern conflicts
      - Remove shift pattern mapping
  6. Timesheet Operations
    1. Performing user-specific operations
    2. Manage clients
    3. Manage projects
    4. Manage jobs
    5. Manage timesheets
    6. Job scheduling
    7. Generate bills
    8. Timesheet integrations
    9. Define employee wage rates
    10. Time logs import & export
  7. Performance Operations
    1. Tag KRA, Competency, Skill Set, Review questions and view their corresponding libraries and tagging.
    2. Appraisal process management
    3. Continuous review management
    4. Salary hikes
    5. Review extensions
    6. Goals management
  8. Onboarding Operations
    1. View candidate onboarding reports
    2. Invite Candidate
    3. Resend Invitation
    4. View Candidate Onboarding Status
    5. Mark Onboarding as Completed
    6. Convert to Employee
    7. Import candidate records
    8. Export candidate records
    9. Employee onboarding reports
    10. Trigger employee onboarding
    11. View employee onboarding status
    12. Mark onboarding as completed
  9. Employee Engagement Operations
    1. Manage survey metrics
    2. Manage survey templates
    3. Manage survey question pool
  10. Files Operations
    1. Add and maange organization files, employee files, HR forms and templates
    2. E-sign documents
    3. Manage folders
  11. Compensation Operations
    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
  12. HR Help Desk Operations
    1. Cases management
    2. FAQ management
    3. Category management
  13. LMS Operations
    1. Trainers and learning rooms management

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. 


Viewing Data Across Operations

Operations contain various services, and within each service, scroll across the various available tabs to view and process corresponding employee-related data. For example if you want to access Employee form data, navigate to Operations > Employee Information > Employee tab, similarly u can access other operations such as Operations > Timesheets > Projects or Operations > Compensation > Employee Salary. 
Let us take a closer look at the views available within one of these tabs:
The screenshot below shows the Employees tab which contain all employee-form related data. Use the drop-down across the left to switch from various available views.


Click the Edit button to rename view, reorder columns, include or exclude columns. Additionally, use the Create View button to create a custom view.

Creating a custom view

When viewing a tabular data tab in operations, use the view drop-down and select the Create View option. Here, you can select fields from the left pane and move to the right pane using the directional arrow buttons provided. (left pane -> all columns, right pane -> selected for view). Columns can also be rearranged as required.  Additional options available when creating views include:
  1. "Set as default view" option:
    Use this option to mark the created view as the default view when accessing this tab for all.
    Note: When the super administrator marks a specific custom view as the default, it will be applied as the default view for all employees (contact support@zohopeople.com if you wish to enable this preference). However, if an employee has already created and set their own default view, this setting will not override their preference. The super administrator’s default view will only apply to employees who have not previously set a default view. This option is available for both system and custom forms.
  2. View Permission:
    Use the radio buttons to manage who can view this custom view. If you select the "share this view to specific users, departments, roles or locations" option, u will further need to specify the corresponding entities. 
  3. Criteria:
    Specify the criteria that needs to be matched for data to included in this view. For example, if you select Employee -> Location -> India, only employees from India will be included in the view.