Zoho People Integration | Online Help | Zoho Projects

Zoho People Integration

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.

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 and Enterprise plans 

Configure Zoho People integration

You will need to configure Zoho People integration before you start viewing time-off requests.

  1. Click   in the upper-right corner of the top navigation band of Zoho Projects.
  2. Navigate to Marketplace > Zoho Apps.
  3. Click Configure in the Zoho People tile.
  4. Click Configure in the next screen to enable the integration.
  5. Enable the desired user sync under configuration tab.
    1. Sync employee ID from Zoho People: Enable it to display the employee ID of each user beside their name. 

    2. 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. 

    3. 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". 

    4. Deactivate the inactive users of Zoho People in Zoho Projects: Enable it to deactivate the Zoho People's inactive users except portal owners.

    5. Sync Reporting Manager details from Zoho People to Zoho Projects: Enable it to sync reporting manager details when the details are exported from Zoho People in a CSV and imported to Zoho Projects.
      This option will be available after the import is completed.

  6. Click Import Users
  7. 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.

  1. Navigate to a project.
  2. Click on Task > Add Task
  3. Click on the calendar in Start Date or Due Date field.
  4. Hover over the date to see the users who have taken their time-off.

View User Availability When Adding Issues

  1. Navigate to a project.
  2. Click on Issues in the top navigation panel.
  3. Click Submit Issue.
  4. Click on the calendar in Due Date field.
  5. 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

  1. Navigate to Calendar from the left navigation panel.
  2. Click on any date or click Add Activity.
  3. Hover over more options icon ().
  4. Click the Time-Off tile.
  5. Enter the details and click Submit.
    1. If you choose the 'Days' leave type, you can select dates and either apply for a full day or a half day. If you choose the 'Hours' leave type, you can select a specific date and time.
    2. Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.

Apply from Setup

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Personal Preferences  > Profile.
  3. Click Apply Leave.
  4. Enter the details and click Save.
    1. If you choose the 'Days' leave type, you can select dates and either apply for a full day or a half day. If you choose the 'Hours' leave type, you can select a specific date and time.
    2. 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:
  1. Navigate to Feed  > Activity Stream.
  2. Click on your profile image.
  3. Click Apply Leave.
  4. Enter the details and click Submit.
    1. If you choose the 'Days' leave type, you can select dates and either apply for a full day or a half day. If you choose the 'Hours' leave type, you can select a specific date and time.
    2. 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:
  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users  > Portal Users.
  3. Navigate to your user tile and click on the image to open the details page.
  4. Click Apply Leave.
  5. Enter the details and click Submit.
    1. If you choose the 'Days' leave type, you can select dates and either apply for a full day or a half day. If you choose the 'Hours' leave type, you can select a specific date and time.
    2. 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:
  1. Navigate to a project and click on the Users tab in the top navigation band.
  2. Navigate to your user tile and click on the image to open the details page.
  3. Click Apply Leave.
  4. Enter the details and click Submit.
    1. If you choose the 'Days' leave type, you can select dates and either apply for a full day or a half day. If you choose the 'Hours' leave type, you can select a specific date and time.
    2. 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.

  1. 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.
  2. 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.

  1. Navigate to Home > My Approvals
  2. Hover over leave requests to see Approve and Reject options.
  3. Select multiple entries to view bulk Approve and Reject options.
    1. Users will receive notification when a leave is approved or rejected.
    2. 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.

  1. Navigate to a project.
  2. Click Reports in the top navigation band.
  3. Select Workload  from the drop-down
  4. Hover over a date to check if a user is on leave.
    • indicates that the user in on leave.

Sync Projects, Tasks, and Timesheets

Enable the integration from Zoho People to let Zoho Projects automatically syncs 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

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > Zoho Apps.
  3. Click on Zoho People.
  4. Click Uninstall and confirm.

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