Settings in Zoho People 5.0

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:
  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, Timesheet, Performance, Files, Onboarding and others, and define your organization's policies, shifts, holidays, employee performance evaluation methods, and more.
  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. Automating processes.
  5. Creating Custom Services.
  6. Creating and using sandbox.
  7. Setup flows for HR Processes.
  8. Developer Space 
  9. Data Administration

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. 

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. 

    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

                                                                                                        • Operations in Zoho People 5.0

                                                                                                          What can you do in Operations? Manage your employees, 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 ...
                                                                                                        • Zoho People Administrator Guide

                                                                                                          What is Zoho People 5.0? Zoho People is a comprehensive cloud-based HR software that aims to streamline HR processes, enhance employee engagement, and improve workforce productivity. With this refreshing new version, Zoho People further aims to ...
                                                                                                        • Zoho People Home Tab

                                                                                                          What is Home tab in Zoho People? The Home tab is the landing page for Zoho People. The first tab that is presented is the Overview page with a quick shortcut to Check-in, see hours clocked, your reportees, and your favorites list. The main attraction ...
                                                                                                        • My Space Tab in Zoho People

                                                                                                          What is My Space tab? My space is an exclusive space that revolves around the employee, the user who is currently accessing Zoho People. This space has access to reminders, approvals, and all of the important data that the employee would need to act ...
                                                                                                        • 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. The Userwise ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            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