Zoho People 5.0 Help Videos
Zoho People 5.0 Help Videos
Overview Videos
Overview of Zoho People 5.0 - Admin's Perspective
Overview from a Manager's Perspective
Overview from a User's Perspective
General Settings & Initial Setup Help Videos:
Organization Setup
Domains and Rebranding
User Addition Methods
Organization Structure Setup
Employee Data Migration
Users and Employee Profiles
Employee Profile Management
How to setup Tasks
Manage Accounts Help Video:
User Access Control Setup
Onboarding Service Help Videos:
Introduction to Onboarding
Candidate Onboarding
Setting up Candidate Onboarding Preferences
Employee Onboarding Flow and Preferences
Leave | Time Off Service Help Videos:
Types of Leave Entitlement
Set Up Leave Policy (Basic Details and Entitlement)
Set Up Leave Policy (Reset, Applicability, Restrictions)
Set Up Grant-Based Leave Entitlement Policy
How to Set Up Pay Period in the Leave Service
Set Up Holidays
Set Up Work Calendar
Additional Options in Leave Service
Set Up Compensatory Off
Add Leave Service Administrator
Leave Report Settings
Leave: Operations and User Service
Customize Leave Balance and Leave Policy
Add Exceptional Working Day
Bradford Score
Shift Service Help Videos:
Shift Management
Attendance Service Help Videos:
Introduction to Attendance Service
Attendance Policy Settings
Check in and Check out
Attendance Device Integration
Office in and Remote Differentiation
Regularization, On Duty, and Permissions
Grace Periods
Attendance Service Operations
Absent Scheduler
Additional Options and Report Settings
Add Attendance Service Administrator
Files Service Help Videos:
Files Service
Setting up Files Service
Cases | HR Help Desk Service Help Videos:
Cases - Settings
Add Case Category
Cases - User Service
Performance Service Help Videos:
Introduction To Performance Service
Primary Evaluation Methods in Performance Service
Appraisal & Salary Hike Cycle
Create an Appraisal Template
Appraisal Process Settings & Notifications
Goal Addition & Settings
Addition of KRA
Skill Set Addition and Settings
Competency Addition & Settings
Evaluation Process Flow
Feedback Summary & Performance Review
Continuous Review Process
Performance Service Operations
How to Import & Export Data
Configuring Performance Report Settings
Adding a Performance Service Administrator
Employee Information Service Help Videos:
HR Process
Employee ID Generation
Timesheet (Time Tracker) Service Help Videos:
Introduction to Timesheet Service
Adding Clients, Projects and Jobs
How to Setup Timesheet Settings
Configuring Time Log Settings
Bill and Invoice Generation
How to Setup Job Schedule
Additional Options in Timesheet Service
Timesheet Service Operations
Adding a Timesheet Service Administrator
Learning Management System (LMS) Service Help Videos:
Introduction to LMS Service
How to Create Self-Paced Course and E-materials
How to Create Blended Learning Course
How to Setup Blended Learning Course Settings
How to Create a Learning Plan
How to Setup LMS Settings
Employee View of LMS Service
Employee Engagement Service Help Videos:
Employee Engagement Survey
Compensation Service Help Videos:
Part - 1: How to Set Up Compensation Settings
Part - 2: How to Set Up Compensation Settings
Compensation Service Operations
Employee View of Compensation Service
Offboarding Service Help Videos:
Configuring Offboarding Service Settings
Operations and Employee View of Offboarding Service
Common Settings Help Videos:
Part - 1: Form Customization (Field Properties)
Part - 2: Form Customization (Form Properties)
Template Customization
Configuring Workflow Actions
How to Setup a Workflow Process
Configuring Custom Actions
How to Configure Schedulers
(Custom Scheduler and Email Scheduler)
Setting up Approvals
Total number of videos: 97
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