Comment Zoho People vous permet de gérer vos activités RH tout en souplesse

Comment Zoho People vous permet de gérer vos activités RH tout en souplesse



Bonjour à tous,
Dans cet article, nous découvrons comment Zoho People, une solution RH à 360° de Zoho One permet de gérer tous les activités RH, de l'intégration d'un salarié jusqu'au départ.

Pourquoi un système de gestion des activités RH

Le système de gestion des activités RH est la fonction d'une organisation qui se concentre entièrement sur le processus de recrutement de gestion et de direction des personnes qui travaillent dans l'organisation. La solution RH traite principalement des questions liées à la gestion des performances, à la sécurité, à la rémunération, aux avantages sociaux, à la formation, au bien-être et autres. Un département des ressources humaines conçu efficacement peut donner aux organisations la structure et la capacité de répondre aux besoins de l'entreprise en gérant ses précieuses ressources, à savoir ses employés.

Un aperçu sur le système de gestion des activités RH sur Zoho People

Ajouter un candidat
  • Depuis l'onglet "Onboarding", allez sur l'onglet candidat.
  • Sélectionnez l'onglet Ajouter et vous pouvez inviter un seul candidat ou plusieurs candidats à la fois. Vous pouvez également ajouter les candidats depuis un fichier CSV et sélectionnez Déclencher l'intégration pour démarrer le process d'intégration d'un candidat.
  • Un e-mail est envoyé au candidat.

Intégrer dans votre organisation
  • Vous pouvez entièrement personnaliser ce process.
  • Depuis l'onglet Onboarding allez sur Flux d'intégration. Zoho People vous propose deux types d'onboarding entièrement personnalisables, l'un pour les candidats et l'autre pour les employés.
  • Sélectionnez l'intégration de candidat. Ce process comporte notamment, une présentation de l'organisation, le profil général d'un salarié et les formulaires à remplir. Lorsque ce process est achevé, un candidat a été converti en employé et le process d'intégration d'un employé démarre. Ce process comporte, signez électroniquement les politiques d'un organisation, introduction à votre équipe, les objectives de votre post, et la formation initiale si nécessaire.


Gestion de la présence

Pour cela voici la marche à suivre:
  • Allez sur l'onglet Attendance et sélectionnez paramètres généraux.
  • À partir d'ici vous pouvez programmer les heures de travail, calculer des jours/ heures de salaire, les autorisations et si vos employés travaillent sur des fuseaux horaires différents, vous pouvez le programmer.

Créer différents horaires de travail
  • Allez sur l'onglet Shift dessous de l'onglet Attendance et à partir de l'onglet "Ajouter une période de travail" vous pouvez programmer différentes périodes de travail.
  • Pour programmer la pause café ou la pause déjeuner, allez sur l'onglet Pause et cliquez sur "Ajouter une pause" et les programmez selon la politique de votre organisation.



Programmer la période de salaire
  • Sélectionnez l'onglet "Paramètres période de paiement" et cliquez sur "Configurer la paiement" et remplissez les détails demander tels que cycle de rémunération, jour de traitement de la paie, etc et enregistrez.
  • Si vous avez des bureaux dans des endroits différents, vous pouvez programmer plusieurs période de salaire et attribuer l'emplacement où il est approprié d'agir.



Gestion du congé

Programmer les congés
  • En fonction de la politique de congé de votre organisation, Zoho People vous permet de configurer plusieurs types de congé.
  • Allez sur l'onglet congé et cliquez sur Type de congé. Depuis l'onglet Ajouter, programmez les congés. Vous pouvez également attribuer le congé en fonction du service, du post, du sexe, des lieux, etc.


Programmer les jours fériés
  • Allez sur l'onglet Jours fériés, et depuis l'onglet Ajouter vous pouvez les configurer en fonction de la politique de votre région ou votre entreprise.


Gestion des fichiers
Depuis l'onglet fichier, vous pouvez enregistrer tous les documents de votre organisation et partager avec vos employés. Lorsqu'il y a un changement dans la politique de votre organisation, ces documents modifiés peuvent être téléchargés sous l'onglet "Fichiers" et partagés au travers de l'organisation et si nécessaire, une signature électronique peut être sollicitée.



Gestion des performances

La fonction de gestion des performances de Zoho People permet aux employés d'ajouter des objectifs et de marquer des ensembles de compétences et des objectifs clés de performance pour suivre leurs progrès. Un employé peut recevoir régulièrement un feed-back de la part de son manager.
Ajouter des objectifs
Si cette permission est activée par l'administrateur, un employé pourra ajouter ses propres objectifs.
  • Saisissez un nom pour l'objectif.
  • Saisissez une date d'échéance pour l'achèvement de l'objectif.
  • Sélectionnez la priorité.
  • Fournissez une description, si nécessaire.
  • Vous pouvez saisir la progression du travail en pourcentage sous Progression.
  • Cliquez sur Soumettre.
Associer une tâche à un objectif
Un objectif peut souvent être atteint par le biais des tâches sur lesquelles travaille un employé. Un objectif peut facilement être associé à une tâche de la manière suivante :
  • Allez dans Performance > Mon évaluation > Objectifs.
  • Cliquez sur Ajouter une tâche.
  • À partir de là, vous pouvez soit ajouter les détails d'un nouveau travail ou associer un travail existant.
Programmer le cycle d'évaluation
  • Allez sur l'onglet cycle d'évaluation et ajoutez un nouveau cycle depuis l'onglet Ajouter.
  • Saisissez le nom d'évaluation, la période, différents indicateurs à inclure et enregistrez. Vous pouvez programmer différents cycles d'évaluation et attribués aux employés en fonction de rôle et de service.



Gestion de départ
L'onglet Gestion de départ de Zoho People vous permet de soumettre votre démission. Pour configurer le formulaire de gestion de départ,
  • Allez sur l'onglet Paramètres et sélectionnez Formulaires dessous de l'onglet Personnalisation.
  • Cliquez sur Ajouter un nouveau formulaire, rédigez le nom du formulaire, attribuez l'onglet Gestion de départ sous l'onglet place et terminez. La fenêtre de créer un formulaire s'affichera.
  • Ajoutez les champs nécessaires et enregistrez. Ce formulaire s'affichera dessous l'onglet Gestion de départ.




Zoho People donne à votre équipe RH une solution unique pour gérer toutes ses activités et lui permettre de travailler de manière plus performante et plus productive et qu'il s'agisse depuis une seule plateforme.
Si vous souhaitez en savoir plus, regardez ce webinar.

N'hésitez pas à nous partager vos avis et vos questions en commentaire,

L'équipe Zoho France






      • Sticky Posts

      • Collaboration sans faille avec Zoho One

        Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

        • Recent Topics

        • Zoho One and Zoho Learn

          Is Zoho Learn going to become part of Zoho One? If not, why not? Also, if not, what is the closest product offered in the One bundle which is comparable to Zoho Learn? Please help me understand the overall relationship between Zoho Learn and Zoho One.

        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

        • LMS icon missing in zoho people account

          How to create zoho people LMS. I tried to find the LMS icon in zoho people. But I didn't  find that icon. Kindly give solution. how to start LMS in zoho people account?

        • CRM Quotes- Delete tasks when status is changed

          Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

        • Power of Automation::Streamline Associated Teams during Blueprint transition.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

        • web page becomes flickering after being made into WebTab

          I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what

        • Product/Quotes with a Setup AND a Recurring (monthly) Fee.

          Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product details

        • How to save email as PDF?

          I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"

        • how to have incline alert on subrow's column or subform or other workaround that at least can let the user know this subform currently has some validation checking.

          I have a subform and each row that are some columns that are compulsory to fill up. If user did not fill up, how to show incline alert on those columns or incline alert on the subform. Or any workaround that at least can bring the user to that fields

        • The ability to show fields from subforms when viewing from related list

          Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column

        • Create a new module with first name & last name, and join the two when viewing records

          I've created a new module, and I have first name / last name fields (I've renamed the record name field as last name). When I'm viewing a record, I'd like to see "Bob Smith" at the top of the page and in lists, not just "Smith" as I have today - basically the same experience you get when editing / viewing leads in the leads module.

        • Use color coding for picklist field values to enhance visual representation

          It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users

        • How to Freeze Tasks

          Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?

        • Re-send document that's in process

          I tried to send out a document for signature via Email & SMS. The email bounced and I didn't have any SMS credits, so that failed too. I now have SMS credits and want to re-send the same document to the same email address and phone number. How do I do

        • Continue after error for each loop on invoke url

          Hello. I'm trying to upload files to workdrive using invokeurl. It goes through a list of urls using for each. Sometimes the file is larger than 5mb. The whole workflow stops in that event. I'd love a work around to upload larger files, but I don't think

        • Help Center Help!

          Hello, I am fairly new to Zoho Desk and want to write articles and publish them on a Help Centre. However, I cannot wrap my head around how to get started. Can someone from Zoho do a one on one with me or are there helpful videos on this topic? Frustrated,

        • CRM

          I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?

        • Incorrect merging of two tickets: Delete Mail History

          Hello, I merged two different (incorrect) tickets in the Zoho Desk system. How can I remove the communication from the merged ticket?

        • Deluge search records with specific tag

          I want to run a function for all records we have with a specific tag. I tried the searchRecords function and the coql query solution, but both don't support tags.  Is there any other way to only get the records with this specific tag? What I can do is

        • Function Line break

          question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using,  But i cant get the return to use \n, or any type of line break. Any help?  f ( (input.contactowner == "Lenni Cabral") )   {     return "Yes \n Lenni"; } else {     return "notlenni1"; }

        • Setting Up Auto-charges using payoneer as a gateway

          I use payoneer as my gateway because of my location, however, I have a new client who wants to be auto-charged every mont. Is this possible with the gateway I use? Or does the client have to manually pay every month?

        • Create CRM Notes from Creator using Deluge

          I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules

        • When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

          When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

        • Backup all report zoho creator

          I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display

        • Modify the default layout of how task fields are ordered in Project View

          Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and

        • Edit Transformation

          How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.

        • Problem with WorkDrive and Vivo X200 Pro

          Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,

        • Weekly Tips: Never Miss an Important Follow-Up with Zoho Mail Reminders

          Often, we plan to follow up on tasks, projects, or conversations, only to let them slip from our memory as time passes. With so much going on, it can be tough to keep track of all your important follow-ups. So, how do you keep track of all your works

        • Assign project owner to specific tasks on project template

          Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.

        • How to assign value to the user field in zoho crm using client script

          @Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To

        • Portal users send notifications to licensed usera

          Is there a way for portal users to leave messages or notifications to licensed users?

        • Create/Edit fields in Applications module

          Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (not

        • webhooks daily limits in Zoho Creator

          I am trying to create Sales Orders (an invoices and  payment for each sales order) in Zoho Inventory from Zoho Creator, but after creating like 100 sales order the webhooks daily limit (500) is exceeded and I cant make any more calls. what need to be

        • Sending Multiple Assessments to Candidate?

          Good day, Is it possible to send multiple assessments to Candidates automatically after they have been created? I need to send 4 seperate assessments automatically to new Candidates and am unsure of how to go about it. Zoho only has the option to assign

        • InteGreat 03: Integrating Zoho Creator with Zoho Books

          Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use.  You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the

        • Zoho Creator not accounting for time change

          I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automatically

        • CRM email sync with 365 - app passwords

          Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order

        • Tip of the week #48- Never miss an Instagram DM again!

          Do your teams often juggle multiple conversations across different channels like emails, Instagram DMs, and more? When messages are scattered across platforms, it's easy for important ones to slip through the cracks easily. Not to mention, constantly

        • Zoho People Mobile Check-in/out

          Hello, I found an 'issue' with Zoho People. We wanted our employees to not be able to check-in/out from their mobile. But only when they are on the office. We already this: But still the employees can open from their mobile a browser, go to zoho people,

        • How do I change the order of fields in the new Task screen?

          I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

        • Next Page