Zoho People 4.0
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Zoho People 5.0
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Landing page is Home > Dashboard
Self Service page:
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New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). Dashboard widgets are now accessed in Home > My Space > Dashboard.
Important benefits and updates:
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Zoho People 4.0
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Zoho People 5.0
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Common, core settings accessed through Settings icon:
Service based settings accessed within each specific service:
Example: Attendance > Settings
All configurations are within the left side service spaces Adding custom forms was achieved in Settings > Customization ) > Select Service > Add Form or when creating a Custom Service in the Services page. Organization tab lets you add and import users, manage designations, departments, locations, groups and delegations.
The Company Details page (Settings > Company Details), along with basic information about the company, also had locale, display, profile photo, chat, notification, employee-related preferences, and search settings.
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New space for Settings (common settings, service based settings are moved to a centralized settings space).
From home page, navigate to Settings (gear icon) in top-right corner.
Important benefits and updates:
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Zoho People 4.0
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Zoho People 5.0
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Previously records and employee data was accessible through each service
For example: Leave > Leave Applications Additional example: Leave > Compensatory Off Performing user specific customization was handled within the left-hand side service:
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New Operations space for handling day-to-day HR Processes, Manage employee data, perform user specific customizations.
From home page, navigate to Operations in bottom left corner. Important benefits and updates:
List of relocated / new pages in Operations in Zoho People 5.0:
Shifts
Comepensation
LMS
Employee Engagement
Assessments
Approvals
For reading the complete list of what can performed in operations based on each service, click here.
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Zoho People 4.0 |
Zoho People 5.0
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As mentioned earlier in the document (Settings, Operations sections) the left side tabs in Zoho People 4.0 included Settings and Operational views.
Additionally, normal user specific actions specific to each service was also handled here. |
With Zoho People 5.0, Settings and Operations are now moved to dedicated spaces and are no longer part of the left side services. The service is aimed at being an interactive, accessible space for all employees, be it managers, administrators or team members. They hold employee related actions such as raising a leave request, selecting a course to learn, performing a self review, etc.
Important benefits and updates:
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0 |
Services management was performed in Settings > Customization > Services
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Service Management is handled in Settings > Manage Accounts > Manage Service
You also have a shortcut to this page in the Settings main page |
Zoho People 4.0
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Zoho People 5.0
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This feature was called Admin Operations in Zoho People 4.0 and it was accessed through Settings > User Access Control > Permissions > Admin Operations
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Zoho People 4.0
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Zoho People 5.0
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Employee status customization was handled in Settings > Customization > Forms > Employee Form > Employee Status > Employee Status Customization
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Employee status customization is a lot more straight forward now and it is accessed through Settings > Employee Information > Policy > Employee Status
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Zoho People 4.0
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Zoho People 5.0
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To create a new custom service, navigate to Services > Create New Service
To add a new form, click on Add New Form after creating a service or Settings > Customization > Forms > Add New Form
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To create a new custom service go to Settings > Add New Service
To add a new form, go to the service settings page of the service you want to add the form to, for example to add to a custom service or a system service, go to Settings > Select a service > Extend Services > Forms > Add Form
The flow for creating a form is a lot more streamlined in Zoho People 5.0. The permissions step is now renamed as Access Control.
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Zoho People 4.0
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Zoho People 5.0
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For configuring web forms, go to Settings > Developer Space > Web Forms and Select a form using the provided drop-down
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To configure a web form, go to Settings > Select a custom service > Extend Service > Web Forms
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Zoho People 4.0
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Zoho People 5.0
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These permissions were configured in Settings > User Access Control and through the Customization page
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Record Permissions for General and Specific Roles, Field Permissions, Import and Export Permissions, Tabular Section Permissions are handled in Permissions tab of a selected service settings. For example Settings > Leave > Permissions > Record Permissions.
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Zoho People 4.0
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Zoho People 5.0
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Roles and Specific Role Assignment was handled in Settings > User Access Conrol
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Creating and managing roles, specific roles and specific role assignment is handled in Settings > Manage Accounts > User Access Control
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Zoho People 4.0
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Zoho People 5.0
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Global Permissions were configured in Settings > User Access Control > Global Permissions
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It is not renamed as Function Based Permissions and is configured in Settings > Manage Accounts > User Access Control > Function Based Permissions
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Zoho People 4.0
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Zoho People 5.0
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Organization Structure was defined in Settings > Company Details > Organization Structure
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Organization Structure is now defined in Settings > Manage Accounts > Organization Setup > Organization Strucure. You also now have an option to enable or disable Organization Structure.
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Zoho People 4.0
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Zoho People 5.0
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Subscription details could not be viewed within Zoho People. However, you have a hyperlink to the corresponding page from the home screen.
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A new detailed page with Subscription information is available in Settings > Manage Accounts > Subscription. You can also view the Files, and API usage stats from here by clicking on the corresponding tabs.
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Zoho People 4.0
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Zoho People 5.0
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Zoho People 4.0
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Zoho People 5.0
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