HR Process in Zoho People 5.0 | Help | Administrator Guide | Updating Employee Information

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 for personal or professional reasons.

How to use the HR Process feature?

Administrators and HR: Set up multiple HR processes when employees transition from one department, designation, and so on to another. These processes can include updates to specific employee fields, role-based access for raising requests, and an approval process if required. 
Employees and managers: Employees and managers will be able to raise an HR Process request right from their Home > Team > HR Process tab. Once it's approved, their new information will be updated in the system.

Setting up HR Processes 

Let's look at a use case of setting up a department change HR process:
  1. Enable HR Process by navigating to Settings > Employee Information > HR Process tab > Basic Details > Enable
  2. Navigate to the Processes tab and click Add Process


  1. Enter the basic information in the Add Process window and upload a process document, if applicable.
  1. Configure the transition fields. These include the key transition field update, which in this case is the Department of the employee. You can also configure secondary field updates, which in this case is the location.
Idea
IMPORTANT
Employee fields which can be updated through the HR Process feature includes:
Department
Designation
Locaton
Employment Type
Reporting Manager
Business
Entity*
Business Unit*
Division*

*For organizations that use the Organization Structure feature.












  1. To configure who can raise HR Process requests and to specify if they can raise for others, themselves, or both, click on Add Role.
  2. Select the roles you want to authorize and use the checkboxes to allow requests for yourself, the reportee, or both. This can be further configured in the next step.

  1. Configure an approver by clicking Configure Approver. In this case, we have selected the HR Administrator as the approver. Multiple approvers can be added if required.
  2. Review your configuration and click Save to confirm.

Initiating a HR Process Request

Let's see how employee information such as their department, location, etc., can be updated using the HR Process feature in Zoho People.
Alert
Employee data of joining records must be updated in the employee form in order to initiate HR Processes.
Let's look at a use case of raising a department change HR Process request
  1. Navigate to Home > Team > HR Process > Initiate Process.
  2. Select a Process. In this case, we will go with Department Change.

  1. In the next screen, select the employee you are requesting the transition for. In this case, an employee named Randall is selected. Multiple employees can also be added. Click Next once the selection is completed.

  1. Select the new department and any associated secondary fields. Enter the effective date and reason for the change.

  1. Click Submit Request. The HR process is now successfully initiated. 
Idea
HR Process can also be initiated from Home > My Space > Overview > HR Process tab


Approving a HR Process Request

  1. After an HR process request is initiated, it can be approved by the approver. This can be done from the notification received. (Home > Bell icon) Alternatively, navigate to Home > Team > HR Process and select the corresponding request.


2. Once the request is opened, review the details and click View. Here, you can approve or reject the request, as well as add a comment. Once this is approved, based on the effective date, the employee record will be automatically updated, and the same will be reflected in the employee's career history page.



Tracking HR Process Requests

HR Process requests can be tracked from Operations > Employee Information > HR Process
Click a specific request to view more details, then click View for options to Approve, Approve All Levels, Reject or Forward a HR Request. Note that available options depend on your role/permissions.



Individual employees can also track their HR requests from Home > My Space > HR Process tab






      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 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 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 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 ...
                                                                                                                      • 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 ...
                                                                                                                      • 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 Attendance

                                                                                                                        The attendance feature in Zoho People gives an employee real-time information about their check-in and check-out details. An employee can check in to work conveniently via web check-in and mobile check-in (based on permissions), doing away with the ...
                                                                                                                        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