Zoho Payroll's Product Updates | August 2024

Zoho Payroll's Product Updates | August 2024

At Zoho Payroll, our commitment goes beyond providing software—it’s about empowering you to focus on what truly drives your business: your people.

This August, we are delighted to introduce a set of updates for our users in India and the UAE, that not only refine payroll processes but also bring more clarity and ease to your daily tasks. From personalised earning calculations to secure handling of employee data, we are dedicated to supporting you every step of the way.

Join us as we dive deeper into these enhancements and discover how Zoho Payroll continues to evolve, keeping your needs at the forefront of our efforts.

Calculate Earnings Based on Percentage of CTC (India - Early Access)

At Zoho Payroll, we understand the complexities you face in managing diverse compensation packages of your employees. To simplify this, we’ve expanded the options we provide for you to calculate the fixed earnings of your employees. Now, you can calculate earnings based on a percentage of the CTC (Cost to Company).

Note: Earnings based on a percentage of CTC can only be calculated for fixed earnings, not variable earnings.
This feature is perfect for scenarios where employees have various allowances and incentives tied to their total compensation. 

To do this, go to Settings, select Salary Components, choose an Earning, and set the calculation based on CTC. When you preview an employee’s salary, the calculated values are displayed, offering complete clarity. This ensures fair, transparent, and easy-to-manage compensation.

Calculate Earnings Based on Percentage of Other Earnings (India, UAE - Early Access)

For our users in India and the UAE, we’ve provided the ability to calculate fixed earnings based on other earnings. 

Note: Earnings based on a percentage of other earnings can only be calculated for fixed earnings, not variable earnings.

Scenario: Think of Jalal, an employee in the UAE, whose earnings are based on various performance metrics. With the enhanced feature, you can now set his earnings to be a percentage of his bonuses or other performance-based earnings.

To set this up, go to Settings, select Salary Components, choose an Earning, and set the calculation based on earnings.Once these earnings are associated with an employee, you’ll be able to preview the calculation used to derive the earnings.  This ensures fair, transparent, and easy-to-manage compensation. 

Sample Formula:

Let's take the example of formula used to calculate the Travel Allownce earning below. 

Transportation Allowance=(Basic Amount+Travelling Allowance Amount) × 8%

Explanation: In this case, the other earning that was used to calulcate the Travel Allowance earning is the Basic. The Transportation Allowance is calculated as 8% of the sum of the employee's Basic Amount and Travelling Allowance Amount.


Custom Field Support for Loans Module

We’ve introduced custom field support for the Loans module, giving you the flexibility to capture additional loan details that are not available by default in Zoho Payroll. 

With this feature, you can now create and configure custom fields for loans, ensuring that every piece of critical information is recorded accurately. Whether you need to track specific notes, collateral details, or unique repayment conditions, custom fields allow you to personalize loan records like never before.

Setting up a custom field for loans is simple:
  • Navigate to Settings and select Preferences.
  • Go to Loans and choose Custom Field and configure it to fit your needs.
Loans - Custom Fields

Other Enhancements in UAE

Passport Number in Letter Templates
We have introduced the option to include passport numbers as placeholders in various letter templates, such as Salary Certificates, Salary Revision Certificates, Bonus Letters, and Salary Transfer Letters. By including passport numbers, you enhance the authenticity and compliance of your official documents.

To add the passport number to a salary certificate:
  • Navigate to Settings > Templates > Salary Certificate > Edit.
  • Click Manage Content, then select Insert Placeholders and choose Passport Number.

AL-Ansari Exchange House - SIF Format
We now support the AL-Ansari Exchange House SIF format, a standardised file format for salary information files used by AL-Ansari Exchange House in the UAE. This format simplifies payroll processing by ensuring that salary disbursement data is accurate and compliant with banking regulations. 

Enhancements in India

Allow Restricted Type EPF Contribution for Variable Earnings (Early Access)
We now allow variable earnings to be considered for EPF contributions, specifically when the PF Wage is less than ₹15,000. 
In many organizations, employees have variable components in their salary, such as bonuses, incentives, or overtime pay. Previously, these variable earnings were not considered for EPF contributions, which could limit the retirement benefits for employees earning less than ₹15,000 in PF wges. By allowing these earnings to be included, we ensure that employees' retirement savings are more comprehensive and reflective of their total income.

Include Conveyance Allowance in New Tax Regime
Conveyance allowances, which are typically provided to employees to cover travel expenses from home to the workplace, can now be included in the new tax regime calculations. This update ensures accurate tax deductions and helps employees benefit from tax exemptions on their travel allowances. 



That's all for now! We're always eager to hear your feedback and suggestions. If you have any feature requests, please share them in the comments below. For assistance, contact us at support@zohopayroll.com

Stay tuned for more updates from Zoho Payroll!

With a shared purpose,
The Zoho Payroll Team



      • Sticky Posts

      • Zoho Payroll | Quarterly Product Updates For 2024

        As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined
      • Introducing Academy 🎉: your go-to hub for all things payroll

        Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll

        • Recent Topics

        • Can’t Enter my Notebook is Locked

          I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t
        • Send Email Directly to Channel

          Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
        • Secure your external sharing process with OTP Authentication

          For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
        • Items attribute questions

          Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
        • Is there a way to search mail for items you haven't yet responded to?

          I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
        • Zobot and Sales IQ

          What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too
        • Subtotals per Header

          Hey, we would like to display subtotals per header in our invoices:
        • upgrade storage

          how to upgrade my storage
        • Linking items from books and subscription

          Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
        • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

          Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
        • Uploading Files from uploads api

          I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th
        • Categorize Items with Item Headers

          Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices
        • URLs being masked despite disabling tracking

          Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
        • Change format of quantity format

          Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
        • square up and Zoho books

          Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
        • How to provide Access rights to specific Bank accounts

          We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
        • Errors Getting a Bank Transaction

          Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to
        • Subscriptions Plans and CRM Products Integration?

          Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
        • Mapping Zoho Subscription Plans and Products to CRM and Books

          We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
        • Zoho People Attendance Module - Split Shifts

          Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
        • Bulk update fields based on date

          Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
        • Target for a campaign

          Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
        • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

          Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket
        • Celebrating the power of visuals

          On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does
        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
        • Blocking / black listing customers

          Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
        • Option to block bookings from specific email address or ip adresss in zoho booking

          Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
        • Feature Request: Email Templates for notifications accross all services

          Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
        • Approval-based booking with Zoho Creator and Zoho Bookings

          Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
        • Member Accounts in Related List

          Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
        • how do i remove a specific Zoho Service from my account

          I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
        • I Want migarte all invoice details to zoho sheets

          I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
        • were can i find my invoices i need this for my accountant

          were can i find my invoices i need this for my accountant, how can i get id direct to my email?
        • ONLY email field not populating Writer fillable document (randomly)

          I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,
        • My number is marked as spam

          Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.
        • Personnalisation des paramètres dans Zoho Mail

          Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines
        • How To Save Data Into Zoho CRM Sandbox

          Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
        • Question about retrieving unsubscribed contacts (outside of lists) via API

          Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there
        • Next Page