Zia
AI Functionality & Use Cases with Sample Prompts
This knowledge base documents the AI-assisted capabilities available across Zoho People services through Zia. Each section describes a service, the functionalities it supports, the access level required, and sample prompts that users can use. These use cases provided are examples, Zia can perform a wide range of actions and generate visual charts for report-based queries, helping users gain insights more effectively.
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Access Level Explanation
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Disclaimer:
Zia surfaces employee profiles, organizational structure, work and personal details, attrition trends, and data-based insights. It can also action common HR updates conversationally.
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Functionality |
Description |
Sample Prompt |
Access |
|
Profile & general lookup |
Retrieve an employee’s profile, identifiers, contact details, and reporting line. |
“Show me the profile of Employee A.” |
Self / Manager / Admin |
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Reporting relationships |
Identify who an employee reports to, or who reports to a given manager. |
“Who is the reporting manager for Employee C?” |
Self / Manager / Admin |
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Department & team information |
View headcount, team composition, and new hires within a department or location. |
“What is the headcount in the Marketing department at Chennai?” |
Admin / HR |
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Work information |
Query designation, employment type, joining date, tenure, and probation or contract status. |
“What is Employee A’s employment type and total experience?” |
Admin / HR |
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New joiner insights |
List employees who joined recently. |
“Show new joiners this month.” |
Admin / HR |
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Upcoming birthdays |
Surface employees with birthdays in a given period. |
“List employees with upcoming birthdays.” |
Self / Admin |
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Experience & education |
Find employees by years of experience, qualifications, or alma mater. |
“List employees with an MBA degree and more than 5 years of experience.” |
Admin / HR |
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Personal & identity info |
Review identity documents and flag missing or expiring details. |
“List employees whose PAN or passport is expiring soon.” |
Admin / HR |
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Managerial / reporting structure |
Visualize team hierarchy and track recent manager changes. |
“Show the team structure for the Sales department.” |
Admin / HR |
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Exit information & attrition |
Track resignations, notice periods, terminations, and upcoming exits. |
“Show all employees who resigned in the last quarter.” |
Admin / HR |
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Data completeness & validation |
Detect missing fields, incorrect manager mappings, and duplicate records. |
“Which employees have missing email addresses or emergency contacts?” |
Admin / HR |
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Analytics & insights |
Generate distribution, joining-trend, and attrition analytics. |
“Give me a gender distribution and average experience by department.” |
Admin / HR |
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Predictive & smart suggestions |
Predict attrition risk and suggest successors or promotion candidates. |
“Which department has the highest attrition in the past 3 months?” |
Admin / HR |
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Succession & promotion planning |
Recommend internal candidates for roles and promotions. |
“Who are potential successors for Employee C?” |
Admin / HR |
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HR requests & automation |
Action profile updates such as manager changes, dependents, and work location. |
“Update the reporting manager for Employee C to Employee D.” |
Admin |
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Bulk lifecycle actions |
Perform bulk operations such as deactivating exited employees. |
“Deactivate employees who exited last month.” |
Admin / HR |
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Compliance & audit |
Generate compliance reports on documents, visas, and contracts. |
“Generate a report of employee without passport information" |
Admin / HR |
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Notifications & data hygiene |
Identify employees who have not updated personal information recently. |
“Who has not updated their personal info in the last 6 months?” |
Admin / HR |
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Advanced insights |
Detect anomalies |
“Give me a list of departments with high attrition risks and share insights" |
Admin / HR |
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Age-related queries |
Filter and rank employees by age or date of birth. |
“Who is the youngest employee in the company?” |
Admin / HR |
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Missing-data queries |
List employees with any unfilled mandatory field. |
“List employees without an assigned reporting manager.” |
Admin / HR |
This consolidated service covers daily attendance, shift management, leave and compensatory off, regularization and on-duty workflows, and time tracking through projects, jobs, and timesheets.
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Functionality |
Description |
Sample Prompt |
Access |
|
Check-in / check-out |
Mark attendance and view current working duration. |
“Mark a check-in now.” |
Self / Admin |
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Reportee attendance |
View reportees who have checked in and their recent attendance history. |
“Show the list of my reportees who marked check-in today.” |
Manager / Admin |
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Working headcount |
See how many employees are currently working. |
“How many employees are currently working?” |
Admin |
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Overtime tracking |
Check overtime hours logged for a given day. |
“Did I work overtime yesterday, and how many OT hours did I log?” |
Self |
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Check-in / out for a period |
Retrieve first check-in and check-out times across a period. |
“Show my first check-in and check-out times recorded this week.” |
Self |
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Late check-in insights |
Analyze late arrivals over a period. |
“Show my late check-in entries for last week.” |
Self |
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Shift details |
View assigned shift, its timings, and upcoming shift assignments. |
“What is my shift today, and what time does it start and end?” |
Self |
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Presence summary |
Summarize days present and absent in a period. |
“How many days was I present this month?” |
Self |
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Regularization (self) |
Raise and track attendance regularization requests. |
“Create a regularization request for 10th June 2026 with check-in 09:00 AM, check-out 09:00 PM, reason ‘Forgot to check out.’” |
Self / Admin |
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Regularization (manager view) |
View pending regularization requests raised by a specific employee. |
“List all pending regularization requests raised by Employee B.” |
Manager / Admin |
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Regularization approval |
Approve regularization requests as an approver. |
“Approve the regularization requests raised by Employee B for 11-06-2026.” |
Approver |
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On-duty (self) |
Raise and track on-duty requests. |
“Create an on-duty request for 16th June as Work From Home, half day, first-half session.” |
Self / Admin |
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On-duty (manager view) |
View pending on-duty requests raised by an employee. |
“List all pending on-duty requests raised by Employee B.” |
Manager / Admin |
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On-duty approval |
Approve on-duty requests as an approver. |
“Approve the on-duty request raised by Employee B for 11-06-2026.” |
Approver |
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Shift change request |
Raise and approve shift change requests. |
“Add a shift change request for 19th June with the Saturday shift.” |
Self / Admin · Approver |
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Functionality |
Description |
Sample Prompt |
Access |
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Apply for leave |
Submit a leave request for self or, with permission, for another employee. |
“Apply for Casual Leave on 20th May.” |
Self / Admin |
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Apply leave for others |
Submit leave on behalf of an employee. |
“Apply Casual Leave on 20th May for Employee C.” |
Admin |
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View leave requests |
View pending or historical leave requests for self or an employee. |
“Show the pending leave requests raised by me in May.” |
Self / Admin |
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Cancel leave request |
Cancel a previously raised leave request. |
“Cancel leave request ZY-001 (Hourly Leave) raised for 21st May.” |
Self / Admin |
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Leave balances |
Check remaining balance by leave type, including negative or high-usage balances. |
“What is my current leave balance for each leave type?” |
Self / Admin |
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Leave analytics |
Identify leave-volume trends across periods. |
“Which months have the highest leave requests?” |
Admin |
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Holidays |
List upcoming holidays, optionally filtered by year or location. |
“List the 2026 holidays for the Madurai location.” |
Self / Admin |
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Leave approvals |
View and act on pending leave approvals. |
“Show my pending leave approvals.” |
Approver |
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Compensatory off |
Raise comp-off requests and check comp-off balances. |
“What is my available comp-off balance?” |
Self / Admin |
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On-leave visibility |
See which reportees or employees are on leave. |
“List the employees who are on leave today.” |
Manager / Admin |
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Holiday work tracking |
Track employees who worked on holidays. |
“How many employees worked on holidays this year?” |
Admin |
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Absence reporting |
View absenteeism rate and absence records. |
“Show the absenteeism rate and absence records for April.” |
Self / Admin |
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Functionality |
Description |
Sample Prompt |
Access |
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Timesheets |
View, submit, and track timesheet status. |
“Do I have any pending timesheets to submit for May?” |
Self / Admin |
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Projects |
Retrieve projects by status and view project members. |
“Get my InProgress Projects.” |
Self / Admin |
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Project users |
List the users assigned to a project. |
“Get the project users for the project ‘Map’.” |
Self / Admin |
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Clients |
View and add clients. |
“Show the list of clients added.” |
Self / Admin · Add: Admin |
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Add client |
Create a new client record. |
“Add a client named ‘Client 1’ with currency INR.” |
Admin |
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Job schedules (self) |
View, create, edit, and publish your own job schedules. |
“Add a job scheduler for 19th June for job Design, 10:00 AM to 04:00 PM.” |
Self / Admin |
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Job schedules (for others) |
Manage job schedules on behalf of an employee. |
“Add a job scheduler for 10th June for job Design, 10:00 AM to 04:00 PM for Employee A.” |
Admin / HR |
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Publish schedules |
Publish draft job schedules. |
“Publish the job schedules in draft status for 18th June.” |
Admin |
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Time logs |
Create, view, and delete time logs, including via the timer. |
“Create a time log for 25th May, 11:00 hours, description ‘Today log’, billable.” |
Self / Admin |
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Timer control |
Start and stop the timer for a specific job. |
“Start the timer for the Design job" |
Self / Admin |
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Daily log summary |
Summarize hours and tasks logged today. |
“How many hours did I log today for project A" |
Self / Admin |
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Jobs list |
List all jobs across statuses. |
“List all jobs, including in-progress and closed.” |
Self / Admin |
Zia supports course discovery, enrollment, reminders, learning plans, and progress reporting for learners, managers, and administrators.
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Functionality |
Description |
Sample Prompt |
Access |
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Course search |
Find courses a user is enrolled in, or look up course details. |
“Get the courses @employeeabc has enrolled in.” |
Users & Admins |
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Course details |
Fetch the details of a specific course. |
“Fetch the course details of course Xyz.” |
Users & Admins |
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Enroll users |
Enroll an employee into a course. |
“Enroll @employeeabc in course Xyz.” |
Admin |
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Overdue reminders |
Send reminders to learners with pending self-paced items. |
“Send reminders to learners of course Xyz1.” |
Admin |
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Learning plans |
List the learning plans applicable to a user. |
“Get the learning plans applicable for @employeeabc.” |
Users & Admins |
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Learner course progress |
View a learner’s progress report. |
“Get the learner progress report for employee A.” |
Admins |
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Course progress detail |
View detailed progress for a specific course. |
“Get the course progress for course CourseA.” |
Admins |
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Learning plan progress |
Summarize progress on a learner’s learning plan. |
“Get the learning plan progress report for @employeeabc.” |
Admins |
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Plan-wide course progress |
View progress across all courses in a learning plan. |
“Get the learning plan courses progress report of ‘Learning Plan A’.” |
Admins |
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Batch details |
View batches for a Blended Learning course. |
“Get the batch details of the course ‘Course B.” |
Admins |
Salary and salary-revision queries are available only to roles with the appropriate access. All prompts below are permission-based.
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Functionality |
Description |
Sample Prompt |
Access |
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Salary information |
View salary details and component breakups for self or reportees. |
“Fetch my salary information and component breakup.” |
Permission-based |
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Reportee salary |
View the salary details of reportees. |
“List the salary details of my reportees.” |
Permission-based |
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Salary revision |
View revision history and the date of the last revision. |
“When was my last salary revision, and show the revision history.” |
Permission-based |
Zia assists with appraisals, goals and KRAs, competencies and skills, the skill matrix, and review workflows. Capabilities differ by persona: employees act on their own data, managers on their reportees, and HR org-wide.
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Functionality |
Description |
Sample Prompt |
Access |
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Current rating & performance |
Check current cycle rating and performance standing. |
“How am I performing this quarter, and what is my current rating?” |
Employee |
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Weighted average score |
View weighted average performance across cycles. |
“What is my weighted average score?” |
Employee |
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Performance trend |
Compare performance across appraisal cycles. |
“Show my performance trend compared to last cycle.” |
Employee |
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Feedback insights |
Surface strengths and improvement areas from feedback. |
“What are my strengths, and where am I underperforming?” |
Employee |
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Team performance summary |
Summarize overall team performance. |
“Show my team’s overall performance summary.” |
Manager |
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Top & low performers |
Identify the highest and lowest performers in the team. |
“Who are my top and low performers?” |
Manager |
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Team rating analytics |
View the team’s average rating and compare members. |
“What is the average rating of my team, and compare performance across members?” |
Manager |
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Cycle comparison |
Identify employees who improved or declined across cycles. |
“Which employees improved and which declined this cycle?” |
Manager |
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Functionality |
Description |
Sample Prompt |
Access |
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List goals |
View own goals and their completion status. |
“Show my goals, which are completed and which are still pending?” |
Employee |
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Goal–KRA alignment (self) |
Check whether goals are mapped to KRAs. |
“Are my goals aligned with my KRAs, and show goals mapped to each KRA.” |
Employee |
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Reportees’ goals |
View reportees’ goals and identify incomplete ones. |
“Show the goals of my reportees and flag team members with incomplete goals.” |
Manager |
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Add goal for reportee |
Create a goal for a team member. |
“Add a goal for my reportee.” |
Manager |
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Goal–KRA mapping (team) |
Map, unmap, and review KRA-wise goal distribution for the team. |
“Map goals to KRAs for my team and show the KRA-wise goal distribution.” |
Manager |
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Org-wide KRAs |
View organization-wide KRAs. |
“Show the organization-wide KRAs.” |
HR |
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Create KRA |
Create a KRA and tag it to a department with weightage. |
“Create a KRA ‘TEST KRA’ mapped to the ‘IT Support’ department with 30% weightage.” |
HR |
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Edit KRA |
Update existing KRAs. |
“Update KRA ‘KRA6’ to ‘KRA7’.” |
HR |
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Delete KRA |
Remove outdated KRAs from a department. |
“Delete outdated KRAs for a department.” |
HR |
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Functionality |
Description |
Sample Prompt |
Access |
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List own KRAs |
View assigned KRAs and untagged ones. |
“Show my KRAs and flag which KRAs are not tagged to me.” |
Employee |
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Reportees’ KRAs |
View, assign, edit, and delete KRAs for the team. |
“Show the KRAs for my team.” |
Manager |
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Manage reportee KRAs |
Assign, update, or remove KRAs for an employee. |
“Assign KRAs to my team members.” |
Manager |
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List all KRAs |
List every KRA in the organization. |
“List all KRAs in the organization.” |
HR |
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Functionality |
Description |
Sample Prompt |
Access |
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List competencies |
View assigned competencies and missing skills. |
“What competencies do I have, and which skills am I missing?” |
Employee |
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Reportees’ competencies |
View and assign competencies for the team. |
“Show the competencies of my team.” |
Manager |
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Skill gap analysis |
Identify employees lacking critical skills and team-level gaps. |
“Which employees lack critical skills, and show the skill gaps in my team.” |
Manager |
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Manage competencies |
Create, update, delete, and analyze competency frameworks org-wide. |
“Create and add competencies for ABC" / "Show competency distribution across the org.” |
HR |
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Functionality |
Description |
Sample Prompt |
Access |
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Team skill matrix |
View the skill matrix for the team. |
“Show the skill matrix for my team.” |
All Users |
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Find skilled employees |
Locate employees by a specific skill or expertise. |
“Find employees who have Cybersecurity skills.” |
All Users |
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Skill distribution |
Analyze skill distribution and gaps across a department. |
“Show the skill distribution across the department.” |
All Users |
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Functionality |
Description |
Sample Prompt |
Access |
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Self review (employee) |
Draft, summarize, and get suggestions for a self appraisal. |
“Generate my self-appraisal draft and suggest what to highlight.” |
Employee |
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Manager review |
Write reviews, summarize employee performance, and suggest ratings. |
“Write an appraisal letter for employee A and suggest a justified rating.” |
Manager |
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Review analysis (HR) |
Summarize reviews and analyze rating trends and inconsistencies. |
“Show review summaries across teams and identify rating inconsistencies.” |
HR |
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Review questions |
View, add, edit, and delete review questions. |
“Show the review questions and / "add a new review question.” |
All Users |
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Appraisal templates |
Create review templates and role-based questions using Zia's inputs |
“Suggest leadership review template questions with role-based questions.” |
All Users |
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Functionality |
Description |
Sample Prompt |
Access |
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Setup gaps |
Find employees missing KRAs, competencies, or goal-to-KRA mappings. |
“Which employees don’t have KRAs?" |
All Users |
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Fix missing data |
Remediate missing KRAs and competencies. |
“Which goals are not mapped to KRAS.” |
All Users |
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Self performance check |
Conversational self-assessment of standing and readiness. |
“How’s my performance looking, and is my appraisal ready?” |
Employee |
Zia helps employees and administrators discover, complete, manage, and analyze surveys.
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Functionality |
Description |
Sample Prompt |
Access |
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Pending surveys |
List surveys awaiting the user’s response. |
“List my pending surveys.” |
User & Admin |
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Navigate to surveys |
Open the survey page directly. |
“Take me to the survey page.” |
User & Admin |
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Surveys created by me |
List surveys the user has created. |
“List the surveys created by me.” |
User & Admin |
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Recurring surveys |
View completed recurring surveys. |
“Show my completed recurring surveys.” |
User & Admin |
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Anonymous surveys |
List anonymous surveys. |
“List the anonymous surveys.” |
User & Admin |
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Survey reports |
Generate detailed survey reports. |
“Show me the detailed survey report.” |
Permission-based |
Zia powers HR self-service end to end — from FAQ search and category discovery to raising, tracking, and resolving cases. Employees can find answers and log requests conversationally, while agents and admins triage, reprioritize, respond to, and report on cases.
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Functionality |
Description |
Sample Prompt |
Access |
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FAQ search |
Search the HR knowledge base for instant answers before raising a case. |
“Search the FAQs for my query.” |
User, Admin & Agent |
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Browse case categories |
List the case categories available to the user for logging a request. |
“List my case categories.” |
User, Admin & Agent |
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Assigned categories |
View the categories an agent or admin is responsible for handling. |
“Show the case categories assigned to me.” |
Admin & Agent |
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Category & subcategory details |
Drill into a category to view its subcategories and full configuration. |
“Get all subcategories under the ‘Payroll’ category and show its full details.” |
Permission-based |
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Raise HR case |
Create a new HR case under the relevant category and subcategory. |
“Raise a new HR case under Payroll › Reimbursements.” |
User, Admin & Agent |
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Look up a case |
Fetch the full details of a specific case by its ID. |
“Fetch case ID 1234.” |
Permission-based |
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List my cases |
View cases raised by or assigned to the user, optionally with agent details. |
“List all my cases along with their assigned agent details.” |
User, Admin & Agent |
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Reclassify a case |
Move a case to a different category or subcategory. |
“Change the category or subcategory of this case.” |
User, Admin & Agent |
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Update case status |
Transition a case between statuses such as In Progress and On Hold. |
“Change the case status from ‘In Progress’ to ‘On Hold’.” |
Admin & Agent |
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Change case priority |
Re-prioritize a case to reflect its urgency. |
“Change the case priority from Medium to High.” |
User, Admin & Agent |
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Reply & comment |
Post a reply or internal comment to keep the case conversation moving. |
“Post a reply on this case.” |
User, Admin & Agent |
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Case & SLA reporting |
View case-status dashboards and SLA-compliance reports. |
“Show the case status report and the SLA report.” |
User, Admin & Agent |
Zia assists with document summarization, OCR-based data entry, and mail merge related queries.
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Functionality |
Description |
Sample Prompt |
Access |
|
Summarize policy documents |
Summarize HR policy and reference documents. |
“Summarize the code of conduct policy document” |
User, Manager, Admin |
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Mail merge templates |
List available mail merge templates. |
“What are the available mail merge templates?” |
Admin |
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OCR document parsing |
Upload an identity document and auto-populate the form via OCR. |
“Upload the attached document to the form A” |
User, Admin |
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Merge documents |
Generate a merged document from a mail merge template with employee data. |
“Download template ABC with employee data.” |
Admin |
Zia can be accessed via Slack and Microsoft Teams.
Note:
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Functionality |
Description |
Sample Prompt |
Access |
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Plan comparison |
Compares two medical plans |
“Can you compare two pension plans A & B" |
User, Admin & Agent |
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Plan recommendation |
Recommends a plan for the user by validating the offered plans |
"Can you suggest the best health plans for me?" |
User, Admin & Agent |
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Queries on enrollment |
Fetches and lists medical plans that user will require to enroll before they can enroll in a HSA plan |
"List of medical plans required to enroll in HSA Plan." |
User, Admin & Agent |
Zia can be accessed via Slack and Microsoft Teams.
Note:
Most queries supported in Zia are also supported through the People Zia bot in Microsoft Teams and Slack. However, there are some unsupported actions due to technical limitations. View the table below for unsupported actions
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Functionality |
Slack Limitation |
Microsoft Teams |
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Text based queries |
fully supported |
fully supported |
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Responses with tabular data |
Limited support |
Supported |
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Navigating Zoho People with prompts |
Not supported |
Not supported |
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Visual chart generation |
Not supported |
Not supported |