Planning work can be tricky when people take vacation time. It is important to know if resources are available to take up tasks and issues. Our Zoho People integration does just that.
Zoho People Integration
Use case
Zylker Constructions manages their work in Zoho Projects. With a large number of people involved, they find the need to track leaves or time-offs taken by employees to plan their work and optimize task allocation. They feel the need for a leave tracking software that can show user availability to the manager. The manager can make decisions based on this information and allocate tasks to employees who are available on the given day. By integrating Zoho Projects with Zoho People, organizations can keep track of employee leaves and optimize their work allocation.
Monica Hemsworth, an architect of the construction company, must apply for two hours of leave. This process of requesting hourly leave can be simplified with Zoho People integration. This leave information will also be available in the Workload Report.
Refer to the screenshot below where Monica applies hourly leave in Zoho Projects with the integration of Zoho People.
Benefits
- Find out if users are available to take up work when creating tasks or submitting issues.
- Balance workload from the workload report based on their availability.
- Apply for time-off from the calendar module.
- Approve or reject leaves keeping project requirements in mind.
Click to learn more about access privileges for Zoho Apps integration.
Feature Availability: Premium, Enterprise, & Ultimate plans
Configure Zoho People integration
You will need to configure Zoho People integration before you start viewing time-off requests.
- Click
in the upper-right corner of the top navigation band of Zoho Projects.
- Navigate to Marketplace > Zoho Apps.
- Click Configure in the Zoho People tile.
- Click Configure in the next screen to enable the integration.
- Enable the desired user sync under configuration tab.
Sync employee ID from Zoho People: Enable it to display the employee ID of each user beside their name.
Sync users from Zoho Projects to Zoho People: Enable it to access the time off module from Zoho Projects. Users except the admins and those in free plan can be deactivated from Zoho Projects.
Sync new or activated users from Zoho People to Zoho Projects: Enable it to add users in Zoho Projects until the limit gets exceeded. The default role of all the users is "Employee".
Deactivate the inactive users of Zoho People in Zoho Projects: Enable it to deactivate the Zoho People's inactive users except portal owners.
- Sync Reporting Manager details from Zoho People to Zoho Projects: Enable it to sync reporting manager detail
- Click Import Users.
- Select the users to import and then click Import Now.
View User Availability When Adding Task
You can check time-off data when adding a task using the calendar in the Start Date or Due Date.
- Navigate to a project.
- Click on Task > Add Task.
- Click on the calendar in Start Date or Due Date field.
- Hover over the date to see the users who have taken their time-off.
View User Availability When Adding Issues
- Navigate to a project.
- Click on Issues in the top navigation panel.
- Click Submit Issue.
- Click on the calendar in Due Date field.
- Hover over the date to see the users who have taken their time-off.
Apply For Time-Off
Users can apply for time-off from the Calendar module, User Profile page, and Activity Stream.
Apply from Calendar
- Navigate to Calendar from the left navigation panel.
- Click on any date or click Add Activity.
-
Hover over more options icon (
).
-
Click the Time-Off tile.
-
Enter the details and click Submit.
-
If you choose the 'Days' leave type, you can select dates and either apply for a full day, half day or quarter day. If you choose the 'Hours' leave type, you can select a specific date and time.
-
Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.
Apply from Setup
- Click
- Navigate to Personal Preferences > Profile.
- Click Apply Leave.
- Enter the details and click Save.
- If you choose the 'Days' leave type, you can select dates and either apply for a full day, half day or quarter day. If you choose the 'Hours' leave type, you can select a specific date and time.
- Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.
Apply from User Details Page
Activity Stream:
- Navigate to Feed > Activity Stream.
- Click on your profile image.
- Click Apply Leave.
- Enter the details and click Submit.
- If you choose the 'Days' leave type, you can select dates and either apply for a full day, half day or quarter day. If you choose the 'Hours' leave type, you can select a specific date and time.
- Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.
Users Tab in Setup:
- Click
- Navigate to Manage Users > Portal Users.
- Navigate to your user tile and click on the image to open the details page.
- Click Apply Leave.
- Enter the details and click Submit.
- If you choose the 'Days' leave type, you can select dates and either apply for a full day, half day or quarter day. If you choose the 'Hours' leave type, you can select a specific date and time.
- Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.
Users Tab in a Project:
- Navigate to a project and click on the Users tab in the top navigation band.
- Navigate to your user tile and click on the image to open the details page.
- Click Apply Leave.
- Enter the details and click Submit.
- If you choose the 'Days' leave type, you can select dates and either apply for a full day, half day or quarter day. If you choose the 'Hours' leave type, you can select a specific date and time.
- Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.
View Skill Set
View user skill set from Zoho Projects.
- Navigate to user profile.
- This can be accessed by clicking on user profile picture from stream or feeds.
- You can also navigate to User tab in the project or
> Manage Users > Portal Users and click on their profile picture.
- This can be accessed by clicking on user profile picture from stream or feeds.
- View user skills from the details page.
Skills can also be viewed from feeds and workload report. Click on the user to see the details.
Calendar View
View time-offs from your calendar. Navigate to calendar and check if users are not available on any given day. You can also filter your calendar by leave to view only the time-off data.
Approve or Reject Leaves
Managers/Leads can view, approve, or reject leaves from the Home dashboard. The My Approval widget also lets you approve or reject leaves in bulk.
- Navigate to Home > My Approvals.
- Hover over leave requests to see Approve and Reject options.
- Select multiple entries to view bulk Approve and Reject options.
- Users will receive notification when a leave is approved or rejected.
- Information will also be pushed to their Feed.
Workload Report
The Workload Report let's you check work load of resources and balance them if necessary. Zoho People integration now let's you see their availability from the chart.
- Navigate to a project.
- Click Reports in the top navigation band.
- Select Workload from the drop-down.
- Hover over a date to check if a user is on leave.
indicates that the user in on leave.
Add Projects, Tasks, and Timesheets
Enable the integration from Zoho People to let Zoho Projects automatically add approved timesheets at scheduled intervals. Zoho People also allows you to import projects, tasks, and timesheets from Zoho Projects. You can also push approved timelogs from Zoho People to Zoho Projects.
Uninstall Zoho People
- Click
- Navigate to Marketplace > Zoho Apps.
- Click on Zoho People.
- Click Uninstall and confirm.
See Also
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho WorkDrive Integration
Integrate Zoho WorkDrive with Zoho Projects to collaborate with your co-workers and manage files together in a secure space. Feature Availability: Available in all plans. Use case Zylker constructions has to maintain numerous papers related to their ...Zoho Directory Integration
Zoho Directory is an identity and access management software that allows you to authenticate and manage access provision to multiple products. Users can also manage third-party applications and enforce the organization's security. By integrating with ...Zoho SalesIQ Integration
The Zoho SalesIQ integration for Zoho Projects lets user convert visitor chats into tracked tasks and issues in the Zoho Projects portal. This ensures customer requests and feedback are systematically managed and progress is monitored for faster ...Zoho Flow Integration
Zoho Flow Integration enables Projects' users to integrate, automate, and connect their projects, tasks, phases, and time logs directly to required third-party applications. It provides a predefined set of actions that helps users setup the ...WhatsApp Integration for Zoho Projects
Connect your WhatsApp Business account with Zoho Projects to send real-time updates to your customers. This works across modules supported in workflow rules, including custom modules. Using approved message templates, notifications can be triggered ...
New to Zoho LandingPage?
Zoho LandingPage Resources