Zoho People 5.0 Help Videos

Zoho People 5.0 Help Videos






General Settings & Initial Setup Help Videos:

  1. Organization Setup
  2. Domains and Rebranding
  3. User Addition Methods
  4. Organization Structure Setup
  5. Employee Data Migration
  6. Users and Employee Profiles
  7. Employee Profile Management
  8. How to setup Tasks

Manage Accounts Help Video:

  1. User Access Control Setup

Onboarding Service Help Videos:

  1. Introduction to Onboarding
  2. Candidate Onboarding
  3. Setting up Candidate Onboarding Preferences
  4. Employee Onboarding Flow and Preferences

Leave | Time Off Service Help Videos:

  1. Types of Leave Entitlement
  2. Set Up Leave Policy (Basic Details and Entitlement) 
  3. Set Up Leave Policy (Reset, Applicability,  Restrictions)
  4. Set Up Grant-Based Leave Entitlement Policy
  5. How to Set Up Pay Period in the Leave Service
  6. Set Up Holidays
  7. Set Up Work Calendar
  8. Additional Options in Leave Service
  9. Set Up Compensatory Off
  10. Add Leave Service Administrator
  11. Leave Report Settings
  12. Leave: Operations and User Service
  13. Customize Leave Balance and Leave Policy
  14. Add Exceptional Working Day
  15. Bradford Score

Shift Service Help Videos:

  1. Shift Management

Attendance Service Help Videos:

  1. Introduction to Attendance Service
  2. Attendance Policy Settings
  3. Check in and Check out
  4. Attendance Device Integration
  5. Office in and Remote Differentiation
  6. Regularization, On Duty, and Permissions
  7. Grace Periods
  8. Attendance Service Operations
  9. Absent Scheduler
  10. Additional Options and Report Settings

Files Service Help Videos:

  1. Files Service 
  2. Setting up Files Service

Cases | HR Help Desk Service Help Videos:

  1. Cases - Settings
  2. Add Case Category
  3. Cases - User Service

Performance Service Help Videos:

  1. Introduction To Performance Service
  2. Primary Evaluation Methods in Performance Service
  3. Appraisal & Salary Hike Cycle 
  4. Create an Appraisal Template 
  5. Appraisal Process Settings & Notifications
  6. Goal Addition & Settings
  7. Addition of KRA
  8. Skill Set Addition and Settings
  9. Competency Addition & Settings
  10. Evaluation Process Flow
  11. Feedback Summary & Performance Review 
  12. Continuous Review Process
  13. Performance Service Operations
  14. How to Import & Export Data 
  15. Configuring Performance Report Settings
  16. Adding a Performance Service Administrator

Employee Information Service Help Videos:

  1. HR Process 
  2. Employee ID Generation

Timesheet (Time Tracker) Service Help Videos:

  1. Introduction to Timesheet Service
  2. Adding Clients, Projects and Jobs 
  3. How to Setup Timesheet Settings
  4. Configuring Time Log Settings
  5. Bill and Invoice Generation
  6. How to Setup Job Schedule
  7. Additional Options in Timesheet Service
  8. Timesheet Service Operations
  9. Adding a Timesheet Service Administrator

Learning Management System (LMS) Service Help Videos:

  1. How to Create Self-Paced Course and E-materials
  2. How to Create Blended Learning Course
  3. How to Setup Blended Learning Course Settings
  4. How to Create a Learning Plan
  5. How to Setup LMS Settings
  6. Employee View of LMS Service

Employee Engagement Service Help Videos:

Common Settings Help Videos:

  1. Part - 1: Form Customization (Field Properties)
  2. Part - 2: Form Customization (Form Properties)
  3. Template Customization
  4. Configuring Workflow Actions
  5. How to Setup a Workflow Process
  6. Configuring Custom Actions
  7. How to Configure Schedulers (Custom Scheduler and Email Scheduler)
  8. Setting up Approvals

Total number of videos: 87

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