Streams

Streams

Streams in simple words, would be the grouping of related designations under one name. Streams can be configured to work independently or in association with a particular designation based on your organization's requirements.

Streams are helpful in two ways, it can either be used to group related designations in your organization, or it can be used to widely group employees who may have the same nature of jobs.

To add streams for your organization,
  1. Navigate to Settings > Manage Accounts > Organization Setup. 
  2. Select Streams tab, click on Add Stream.



  3. Enter the Stream Name, Description, and click Submit.
  4. Go to Settings > Employee Information > Policy > Basic Details and enable Associate streams with designations option if you want to change streams and designations dependency.


In Settings, Associate streams with designation checkbox is enabled by default, this would mean that only designations that belong to a particular stream can be tagged to employees. If disabled, any designation can be tagged irrespective of which stream they belong to, thereby making streams independent of designations.

To associate particular designations to a stream, edit two or more designations and tag the corresponding stream:
  1. Navigate to Operations > Employee Information > Designations.
  2. Click on the respective record that you want to edit.


Once streams are configured, just like designation, location, department etc, Employee profiles can be edited to tag them to their respective streams. 

Employee streams will be displayed in the operations page (Operations > Employee Information > Employees > Select an employee's record) as shown below. 



To view employee streams only for your reportee's, it will be displayed in the home page (Home > Team > Reportees) as shown below.





    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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 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 ...
                                                                                                              • 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: ...
                                                                                                              • Zoho People 5.0 - What has changed?

                                                                                                                Changes in Home tab and Self Service Zoho People 4.0 Zoho People 5.0 Landing page is Home > Dashboard Self Service page: New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). ...
                                                                                                              • 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 ...
                                                                                                              • Compensation Settings

                                                                                                                What is Compensation Settings? Compensation Service Settings allows administrators to configure the various aspects of employee compensation in your organization, this includes selecting the salary tracking method, linking hike push with Performance ...
                                                                                                                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