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

        • 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

        • tasks management

          Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.

        • Custom Related List Inside Zoho Books

          Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

        • Building extensions #4: Integrating Zoho Books with applications using connections

          In our last post, we looked at an overview of the key features available for creating a Zoho Books extension, including connections. In this post, we'll go over connections in depth, including their types and applications. What are connections? "Connections"

        • Announcing the all-new Offers Module and Offer Approvals in Zoho Recruit

          We're happy to introduce - Offers as a module. As we all know, Zoho Recruit is a powerful Applicant Tracking System that can help us. One of its key features is the ability to generate and approve offer letters. When a candidate is the right fit for a

        • Add Label or Name parameter to URL Zoho CRM fields

          I have come across this multiple times now where a URL in the URL field is very long and it increases the length of the page. This might be ok if you have just 1 or 2 URL fields but some of my clients have many. It makes the CRM more difficult to read

        • Tracking UTM Campaign information in CRM

          Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit.  Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details?  Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field  in the Leads module called 'Referrer

        • Canvas Email iMap

          Hi, I want to be able to have this option (seen below) in our custom Canvas design I'm building. But I don't see that option. Being able to see all related emails is important for us. But in our Canvas, it doesn't seem to have any option....

        • Tip 9: How to word wrap content in notes to fit your window size.

          Hi folks, I hope our previous tips have been useful to you. Today, we are back again with an easy hack that will help you to auto-adjust form notes to fit your browser window size. Add Notes Field is one of the most commonly used fields while creating forms. We use the Add Notes Field to either provide some instructions to the users filling the form or to display a disclaimer. Whatever may be the case, it is essential that we should be able to auto-adjust the content in the Add Notes field. To do

        • Important update on Group Management | Zoho Mail

          Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically

        • Zoho books not accepting valid state code via api

          Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state

        • Unified View Desk Tasks

          In the unified view of the tasks, It is not possible to have the tasks of all the services in Zoho Desk. We have to choose a service to display but It's not really the purpose of the unified view

        • Offline for Maintenance Option

          Making changes to a live application can cause problems. I'm suggesting a new application settings option to temporary disable all access to an app so the admin or developer can make changes without any user interference. Additionally, while the app is offline, there should be some ability to present the users with a customized notification page (perhaps a view within the app itself). For example, "This application is undergoing maintenance and will be back online Sunday at 5 PM. Please email smith@net.com

        • How do I categorize my Sales Tax payments on bank statements

          I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?

        • Can't create Workflow for Module 'Service Appointments'

          Hey everyone. I am trying to create a workflow from FSM to Desk. When I start the creation process I select the Module (Service Appointments) and then title it and hit next and it just sits there. Now If I select a different module it works fine. Have

        • Is it possible to set a default field value in a Layout Rule?

          I would like to be able to set a default field value based on a layout rule, rather than a default value in the main layout screen. Example: if Field X is set to 'Banana' then set the default value of Field Y to 'yellow' if Field X is set to 'Strawberry' then set the default value of Field Y to 'red' Is this possible? I don't want to use a workflow rule because a) we've hit our limit and b) it needs to happen straightaway whilst the user is on that screen.

        • Update Client Record based on creation of custom module record

          Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying

        • 【Zoho Projects】時間基準のワークフロールール

          本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Time based workflow rules for projects and tasks ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。 これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。 Zoho Projects のワークフロールール（時間基準の処理）は、こうした繰り返し行う作業を時間基準で自動化し、

        • Making post copy bold and other limitations

          Hello, Posting through Zoho Social, copy that I make bold in the post copy field appears differently in the actual post. eg: 'Exciting UnLock News!' is supposed to be in Bold San-serif, however it displays as bold Serif font instead. Can this be fixed?

        • How do I update custom fields for a contact via the API using the List Management API

          I have added a new contact via API, which is just the email address. I now need to add first name, last name, and a few other custom fields (and their associated data). I can't seem to find an API that allows me to update contact information?

        • Amazon Integration

          Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

        • Connector working as expected but not when called from an extension

          I am playing around with building a Zoho CRM extension and seeing if anyone has some insight on the below issue I am facing. When I execute the Connector API it works as expected returning me the download URL for a merged document that has merged successfully.

        • Inserted Records not showing in Kanban view

          When insert a new record into a report from a workflow, it doesnt show in KANBAN view. When i view the report in a regular list view, the records are there. If i edit the record (while in list view) and then update it at all (even if i dont change anything,

        • Zoho creator dropdown option update using deluge

          Hi how can i add options in dropdown rather than updating manually

        • Add an Iterator Module to Zoho Flow

          Hi Zoho Team, I hope you're doing well. We would like to request a new feature in Zoho Flow: an Iterator module. An iterator is a special type of module that converts an array into a series of bundles, outputting each array item as a separate bundle.

        • Restrict form submissions based on records of another form

          Hi, is there a way to restrict submission of one form based on records of another form in creator? For example, there are two forms: one to collect user registration details, and one for a registered user to submit information. If there is not a record

        • Forwarding email into Desk - DMARC errors

          Hi, Our email domain is hosted through Exchange Online (Office 365). Customers email support@ourdomain.xyz which is delivered to Exchange. Exchange rewrites the TO email header to the email address associated with our Zoho Desk (support@ourdomain.zoho.xyz).

        • ASAP Chrome Extension not loading

          We have ASAP enabled in Zoho Desk. I installed the ASAP Chrome Extension (Windows 10), but when I click the extension button while on our site, it never fully loads. I just get what's shown below.

        • Why is the Zoho portal not mobile friendly?

          I just got started with the portal and im sort of shocked how it looks. I already filled a hint/complaint about this. On the website you see a wonderful site with a modern design. Yet in real life its a mid 2000 look and feel. One major issue i see thats

        • Unable to access Zoho Help Community on my main browser

          Hi, I have been unable to access https://help.zoho.com on my chrome browser for a while now. Initially I thought it was a glitch from Zoho, but when I accessed from incognito mode, I was able to access it. I have cleared cache - cookies, but still access

        • Free Webinar Alert! Building Your Brand: Solopreneur Tips to Use Zoho Mail

          Hello Zoho Mail Community! We’re excited to invite you to an exclusive session: "Building Your Brand: Solopreneur Tips to Use Zoho Mail." In this webinar, we’ll explore how Zoho Mail helps solopreneurs create a professional brand with custom email domains,

        • Next Page