Adding a field in People
Can you add a field in the free version of the Zoho People App? If so, how? A previous post said drag from the Other fields at the bottom, but I do not see an Other fields.
How do we assign a shift to employees?
I took Attendance Settings and added a shift, but I'm not able to figure out how I can assign this shift to employees.
Adding client
Can someone send instructions. I may be missing a basic step i adding client
Upload files.
The zoho People have a limit of 1mb to upload files to the forum I created, but this is a topic or in general? Thank you!
Employee Birthdays Calendar
Is it possible to change the view of employee birthdays so that I can see who has a birthday coming up within the next two weeks or this month, instead of only today?
Attendace check-IN and check-OUT for PAST days
Hi, for now in Attendace module I only see two buttons: plain Check-IN and Check-OUT just for "today". With only these two options avaliable this module functionality is heavliy reduced. 1. What's missing is the possiblity to allow users to track attendace for past days (for very simple reason - they just forgot to check-in/-out and this would normally result in missing attendace entry for this given day). Of course such time entry for past days should be approved by manager/admin before it'll
Leave calendar(s) as ics
It would be great to have a public ics url for the department leave calendars, so we could add them in google calendars, where we manage everything. Even a read-only option would be great. Could you please consider this as a future feature? Thanks a lot for your support! Best regards, Marco
How do i change my status to active after terminating it on Zoho people
Hi, I incidentally terminated my active status on Zoho people and now it looks like I am an ex employee. my partner also have admin rights like me, but he is not able to correct the error. how do we resolve this? since my credential is still active on CRM and Books. Gimba
Zoho good for a check-in kiosk?
Hi all, I have a student event with 200 kids where I need my five staff to check the kids in and modify two fields of data. All kids must arrive and be checked in during a 30 minute window. So, I need the staff to be able to simultaneously access a cloud-based list of students, click them as 'present', enter their meal preferences and type their home address such that the data is collected in single place. Last year we had paper check-in lists and it was chaos! Is Zoho a good option for this?
Unable to access Attendace Settings
Hi, while trying to access Settings tab in People-Attendance I getting error message: "...check your code" (see attached file). I'd really like to use this module but it's buggy.
Adding dual reporting
HI, I'm started using your tool to manage my non profit organization. we have volunteers and assisted persons we usually have two or three volunteers for each assisted person To trace it in the Zoho people I setup the assisted people as managed by a volunteer. In this way i created a employes report with all the assisted people and the related volunteers I'm finding a way to have the same result but with more than one volunteers for each assisted people. Do you have any trick for this? Thank you
Add a second report
Hi, I'm using ZOHO people to manage my non profit organization. I have two type of "employees" Volunteers Assisted Person Volunteers work in group of 2 and follow 1 or more assisted person. To have everything in the same table I create a direct report using "report to" where the assisted person report to a volunteer. Then I created a view where I can see both the info of assisted person and related volunteer I need a way to add also a second report line to connect the second volunteer like a second
Import Public Holidays
Is it possible to import public holidays from e.g. a .csv file, so I don't have to add every single public holiday? Thanks for your help!
Creating Staff Shifts / Schedule
Is it possible to create a weekly worker shift page; both for the individual employee and for a whole department on the one sheet / view, which can be printed or in self service. With hours tracking for payroll?
Can we plan and track HR utilization in hours?
Can Zoho People or Project app. manage simultaneous participation in different teams/projects/more than one person to report? Can we plan that employee efforts utilization in hours not in days: for example the load on some task A is 2 hours a day, and 6 hours are vacant and can be used. And we plan an employee will be occupied with task A 2 hours a day during two weeks. And he will also be occupied 3 hours a day with task B during one week. So does any Zoho product allow to plan working time in
How to Auto increment Travel Id Field in Travel Request form?
Hi In Travel Request Form we want to Auto increment Travel Id field in Zoho people.Presently,it is not auto generated. We are experiencing problems due to duplicate entries in Travel Id as employees are filling in duplicate or random value. Please do guide with this problem at the earliest as we are facing issues in tracking people who fill travel request form.
Can i set a certain date for e-mail alert?
Can i set probation period to the employee - the probation end date for example add such field to employee form, and then get e-mail alerts on specified date? Or how can get Zoho people to e-mail users on certain date or after a certain period of time after the event happens, not at the moment some changes to a record have been done?
Only english?
It's not avaiable Brazilian portuguese language for Zoho People?
Zoho - Import Contacts - Website Field?
I'm importing a large number of contacts using a CSV file. I'd like to transfer my contacts' websites as well (ie. www.example.com) but Zoho doesn't provide a field for this. How can I import this document with each contact's website?
Not being able to login to my organisation
Hello, My administrator has added me to his organisation. But when I click on the link which I got in the email, I signup and create another organisation. Can you please advise?
How to Autoincrement Text Box Field in Travel Request form?
Hi In Travel Resquest Form we want to Autoincrement Travel Id field in zoho people.Presently,it is not autogenerated. We are experiencing problems due to duplicate entries in Travel Id as employees are filing in duplicate or random value. Please do guide with this problem at the earliest as we are facing issues in tracking people who fill travel request form.
Google Apps Intergration
Not available in Google Apps Intergration? Regards Andrew
Zoho People Form Approval -- Multiple Levels
I am constructing an application where travel request and travel expense forms must be approved by 2-3 separate persons. How do I accomplish this in People?
How to include compensatory leave type in zoho people
Hi Can I include compensatory leave type, which is given to the employee when it works on non-working days and it should be taken within 3 months from the non-working day. So can you guide me how to incorporate such a leave type in zoho people with the above mention restriction?
How to use sum of field in tabular section for formula field or accessing in other form
Hi, I want to use sum of field (for e.g. Amount) in tabular section for formula field or accessing in other form. Can it's is possible?
Customize leave types
Hi I had modify leave type for certain employees in Customize leave types, but it's not reflecting at the time of leave report generation. Please see in this matter.
Check employee leave balance
Hi there, The instructions given in this link < https://www.zoho.com/people/help/configuring-leave.html#6 > don't seem to be applicable as I cannot "Choose 'Employee Leave Report' under the 'Leave Settings' section". Is there an alternative way to check my employees' leave balance as an administrator? Thanks, Ernie
Where to specify allowed limit
Hi, Their is option in leave manage type under leave restriction "Do not allow user to apply leave beyond the allowed limit". For that where I have to specify allowed limit?
Location Wise Send Approvals and Alert
Hi We have basically multiple offices across india. In each office we have admin and finance departments. So what I want that for e.g when employee from Indore office ask for leave than approvals or alert goes to only that office admin or finance departments not to the departments head? Can it's possible in zoho people.
Roll Over Leave Issue
Hi I had configured privilege leave in mange leave type to roll over every year (and its accrual also) from date of joining. But when I am generating employee leave reports for some of the employees its shows correct leave balance by adding roll over leave. But for some of the employees it not adding roll over leave of previous year and shows the leave balance for this year only. Please see in above problem and give me solution as soon as possible. Thank You
Website Integration code are not being generated
Hi, I created a form under performance appraisal section for our scheduled Yearly appraisals which is to take place next week. I attempted to generate an embed code to integrate to our company website but no code was generated when I click on the performance appraisal tab. This issue as been like this for several weeks now. I will appreciate your efforts to help sort this out.
Help with leave
Good afternoon I am having problems with the new leave report. Our holiday year runs from 1 April until 31 March. When I try to see the balance on the leave report it is calculating it from January to December. Is there a way to change this? I am an administrator and need to be able to see the balance of all employees but find that I cannot select another employee on the leave view or leave chart. I have looked at another post and have put in surname as suggested but it simply reverts back to
how to add a table with some fixed content in some rows and columns?
hi everyone can somebody help me with the form designs in zoho people? actually am trying to design a table in a form that will contain some fixed text / description / contents under some headings. and then an option to enter some numeric value by the end user on respective contents. and in the end the total will be calculated. for example C1 C2 C3 C4 R1 sl no Particulars
how to add an existing ZOHO user to zoho people under an organisation?
Greetings, we are unable to add a user to our organization. actually his account is already showing in our employee list but when he is signing in to his account its not mapped with the organisation account. his user id is chinmaya@247topseller.co.uk the MSG that is displayed after he is signing in is Your email address chinmaya@247topseller.co.uk is not yet confirmed. Please check your email to confirm your registration. If you have not received the confirmation email, please refer to this help
How do I link "Travel Request" and "Travel Expense"?
When approving travel expense, is there a easier way to find which travel request the expense is related to? One option I can think of is to create a travel number in Travel Request, but I'm not sure how to add a field for auto-generated sequential travel number in Travel Request form. THank you in advance
Can i keep a tab on registered members using my company domain email id?
Hi, My company email domain is @accelity.com. I need to know that when some employee with email id abc@accelity.com registers on Zoho with abc@accelity.com, will I automatically see that in my employee panel or not. I know that if I send a request and the employee accepts, he will become part of organization. But what if he registers himself?
Import Existing Leave Balance into Zoho People
Hi, We have purchased zoho people for our company and now we want to use zoho people for leave, travel etc. process in our company. But for that I have to import existing leave balance (for e.g. privilege leave which roll over to next year) of individual employee which is carry forward from last year in zoho people. So please help me how to import existing leave balance of all the employees working in organization into the zoho people?
How can I automatically export data from Zoho People (eg via command-line or feed)
I would like to be able to perform an automatic daily export of data from Zoho People to my corporate Data Warehouse. This would include: Employee information Audit history (eg so I can see what department the employee was in at a certain date) Leave requests and balances I would like to access this information either via API or a data feed (eg JSON). Zoho Creator has a data feed, but I cannot see similar functionality in Zoho People. Also, Zoho Creator has an API, but there is no documented API
Set permissions to documents in "company policy"
How can i restrict access to a document in "company policy" for users/user roles?
Data migration from other zoho products
Given we use Zoho recruit and have entered candidate info (resume). This candidate has been hired and we need to get his info in Zoho personal. Are there any tools to avoid reoccuring manual input?
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