Settings in Zoho People 5.0
What can you do in settings?
Settings lets you setup Zoho People to handle your organization's HR Processes. It Includes:
- Setting up your organization's information in Zoho People. This includes basic details such as name, type of organization, country, time zone, alert, chat and employee preferences.
- Defining your organization's structure. Handle multiple companies or entities within one account.
- Defining organization roles and permissions.
- Add the location, department, and designations of your organization.
- Import and add your user and employee profiles.
- Enable the services that your organization requires.
- Configure various services such as:
Leave | Attendance | Shifts | Timesheet | Performance | Onboarding | Employee Engagement | Files | Compensation | Cases | LMS
Related videos:
Advanced:
- Adding domains and rebranding Zoho People.
- Manage from address for official emails.
- Enable and use Zoho and other third-party integrations.
- Automate processes.
- Create Custom Services.
- Creating and using a sandbox.
- Setup flows for HR Processes.
- Extend functionality using Developer Space.
- Perform Data Administration.
Common Settings:
Who is it for?
Typically, setting up Zoho People is handled by HR administrators, administrative managers, consultants or designated personnel within the HR department of an organization. These individuals could potentially have the authority and expertise related to employee management, HR processes, configuring permissions, check-in methods, workflows, and defining organization structure and policies.
Zoho People aims to simplify settings so anyone with a good understanding of HR processes and organizational insight can set up Zoho People. This also makes it suitable for startups and smaller organizations.
Accessing Settings
Settings is accessible from any screen in Zoho People using the gear-icon on the top-right corner of the screen (for administrators).
Once you open settings you have a card with your organization's logo and basic informaiton. The super administrator information is also displayed.
The settings card displays the top 5 frequently accessed settings, you can also use the search bar to quickly search for settings.
Click on View All to display the complete list of Zoho People 5.0 settings services. Settings are primarily classified into services, and services are further classified into core, system and custom services.
For example: All attendance related settings are tucked into the Attendance settings service.
Core Services include common settings that impact the entire organization. The defintions within each card can add more clafication on what each setting service holds.
Core Services include common settings that impact the entire organization. The defintions within each card can add more clafication on what each setting service holds.
The services and settings available in your Zoho People account depend on your subscription and the permissions configured by the administrators. Some service names can be renamed, and the default name may vary depending on the geographical location of your Zoho People account.
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