Settings in Zoho People 5.0

Settings in Zoho People 5.0

What can you do in settings? 

Settings lets you set up and fine-tune Zoho People to handle all your organization's HR Processes. It Includes:
  1. 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.
  2. Defining your organization's structure. Handle multiple companies or entities within one account.
  3. Defining organization roles and permissions.
  4. Add the location, department, and designations of your organization.
  5. Import and add your user and employee profiles.
  6. Enable the services that your organization requires.
  7. Configure various services such as:
    Leave | Attendance | Shifts | Timesheet | Performance | Onboarding | Employee Engagement | Files | Compensation | Cases | LMS
Advanced:
  1. Adding domains and rebranding Zoho People.
  2. Manage from address for official emails.
  3. Enable and use Zoho and other third-party integrations.
  4. Automate processes.
  5. Create Custom Services.
  6. Creating and using a sandbox.
  7. Setup flows for HR Processes.
  8. Extend functionality using Developer Space. 
  9. Perform Data Administration.
Common Settings:
  1. Extending Service in Zoho People
  2. Automation
  3. Setting Up Permissions
  4. Setting Up Approvals
  5. Adding Administrators
    - Service Specific Administrators
    - Administrators for Settings & Operations
    - Administrator Role Users

Who is the settings page in Zoho People intended 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 information. The super administrator information is also displayed.
Click the search icon to quickly search for a particular setting. The Manage Services option lets you rename, rearrange, and enable/disable services. 


Watch our help videos on Zoho People settings
Organization Setup: 



Domains and Rebranding: 



User Addition Methods: 



Employee Data Migration | Importing Employee Data: 



Users and Employee Profiles: 


Employee Profile Management: 



View the Entire List of Help Videos > 


 
Info
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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You can navigate to Operations or Reports directly by clicking on the corresponding icons on the bottom-left corner