What's New in Zoho Payroll 2022 (India)

What's New in Zoho Payroll 2022 (India)

We are thrilled to bring you all the updates that we were working on over the past months. We have enhanced Zoho Payroll to be intuitive and easy to use so that both employers and employees have a great payroll experience. Here are the significant updates we've brought to Zoho Payroll:

HSBC Direct Deposit

If your organisation has an HSBC corporate account, you can now directly integrate it with Zoho Payroll and deposit salaries directly into your employee bank accounts.

Once you approve the pay run for a particular period, you can initiate the salary payment via HSBC. After the payment is authorized, salaries are transferred to employees immediately. Learn More

Note: NEFT will be the default payment mode for the payments initiated from Zoho Payroll using the HSBC integration. If payments are initiated during non-business hours, the payments will be processed only on the next business day.

Here's a quick video that will walk you through the HSBC Direct Deposit integration.

HSBC integration

Add Non-Employee as Tax Deductor

You can now add a person who is not your employee, such as a third-party accountant or auditor, as a Tax Deductor in Zoho Payroll. The tax deductor will be responsible for remitting your tax to the government. Additionally, you will have to provide details such as the Deductor's name and designation.

To add the tax deductor, go to Settings > Taxes > Select Non-Employee as Tax Deductor.

Adding Non-Employee as Tax Deductor

User Permissions for Approvals

Configure permissions such that only users who belong to roles that have approval permissions will be able to access those related modules.

To configure user permissions for approval: Go to Settings > Users & Roles > New Role. Next, select the modules and the level of access you want to provide for the role.

Approval User Permissions


Updates Related to Proof of Investments

  • Filter employees who are yet to submit their Proof of Investments. Once you filter the employees, you can also export them in XLS, XLSX, and CSV formats.
  • If you want to remind your employees to submit their Proof of Investments, you can now send them a system-generated email reminder.
  • Previously, once admins configured the tax regime, they would not have been able to change it. Admins can now switch between the old and new tax regimes while recording the IT declarations and Proof of Investments, provided you've configured preferences to change regimes.
  • You can mandate employees to upload attachments while submitting their Proof of Investments.
  • In addition to uploading Proof of Investments in other formats, you can also upload .zip files.


New Form 24Q Format

The Central Board of Direct Taxes (CBDT) has introduced a new Format for Form 24Q. Zoho Payroll now supports the new format and the text files will be generated automatically in the new format.

Unique Identifiers for Loans

When you record a loan, Zoho Payroll will automatically assign a unique number to the loan. This number will help you to search and find a particular loan quickly.

If you are importing loans, loan numbers are mandatory. So, ensure the files you upload have loan numbers in them. If the imported loan numbers match the existing loans in Zoho Payroll, the existing loan will be updated with the imported details.

Unique Identifier for Loans


View Vehicle and Driver Perquisites

You can view the vehicle and driver perquisites in the Perquisite section of an employee's Salary Details. In this section, you will be able to view the vehicle and driver perquisite that will be added to payroll every month.

To view vehicle and driver expenses, go to Employee > Salary Details > Perquisites.

Viewing Vehicle and Driver Perquisites


Updates to Reports

We've added three new reports: the FBP Declaration Report, Investment Declaration Report, and Proof of Investment Report. These reports will help you view employees' declaration and investment details.

  • FBP Declaration Report: This report lists the employees who have declared their FBPs. The report also provides the earnings and reimbursement details. You can view the report from any particular date.
  • Investment Declaration Report: This report lists the employees who have declared their investments. Additional details such as the Total Chapter VI-A amount, total allowance and HRA income amount, and total Direct Tax amount will also be listed in this report. You can view the report from any particular date.
  • Proof of Investment Report: This report lists the employees who have submitted their proof of investments. You can view the report for any given financial year.

Employee Portal Updates


We've made some changes and rearrangements and introduced new modules to enhance your employee portal experience.

  • We've now introduced the Documents module in the left sidebar, where your employees can view and download their pay slips and Form 16.
  • Your employees can view notifications when Flexible Benefit Plan, Reimbursement Claims, Income Tax Declarations and Proof Of Investments are released or locked and when pay slips are released.
  • View the preview of reimbursement when you upload it.
  • Employees can now view TDS worksheet and Pay Slip details such as Earnings and Deductions.
  • Employees can now add claims for their bills from the home page of the employee portal.
  • If you have any queries related to Section 80DDB, you can use the Learn More link in the Investments module for more details.

Note: The product updates listed above are the significant features and enhancements we've released from January 2022 to October 2022. However, you can view all the enhancements from our What's New timeline. From December, we will inform you about the product updates regularly in this space - as and when they happen.

That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.

If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. Stay tuned for more updates from Zoho Payroll!

Regards,
The Zoho Payroll Team
 

 





        • Recent Topics

        • Zoho Social - Post Footer Templates

          As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

        • Help Center IFrame Issue

          I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

        • Staff rules

          Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

        • Comment Templates

          Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

        • Shared values: From classroom lessons to teaching moments in customer service

          While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

        • Auto Capitalize First Letter of Words

          Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

        • Follow-up emails via Workflow Automation not staying in the same thread

          Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

        • Update application by uploading an updated DS file

          Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

        • Image Upload Field | Zoho Canvas

          I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

        • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

          How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

        • Custom Button Disappearing in mobile view | Zoho CRM Canvas

          I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

        • Zoho Desk blank page

          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

        • Clearing Fields using MACROS?

          How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

        • I hate the new user UI with the bar on the left

          How can I reverse this?

        • Office 365 and CRM mail integration: permission required

          Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

        • Field Not Updating in FSM Script - Service and Parts module.

          Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

        • Question regarding import of previous deals...

          Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

        • Client Script also planned for Zoho Desk?

          Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

        • One person/cell phone to manage multiple accounts

          Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

        • Tracking KPIs, Goals etc in People

          How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

        • Zoho Desk: Ticket Owner Agents vs Teams

          Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

        • CRM limit reached: only 2 subforms can be created

          we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

        • Can not Use Attachment Button on Android Widget

          this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

        • Zoho Notebook Sync problem

          I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

        • Kaizen #190 - Queries in Custom Related Lists

          Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Announcing new features in Trident for Mac (1.24.0)

          Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

        • Need Easy Way to Update Item Prices in Bulk

          Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

        • Vendor Master Enhancements for Faster Purchase Entry

          I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

        • Mass Mail Statistics - Number of unsent emails

          How do I find out which emails were not sent?

        • Button to add product to cart

          Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

        • Next Page