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

 

 

• Topic Participants

• Bennet Noel L

  

• Recent Topics

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

  [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Zoho Analytics Pivot Table - How to compare month vs last year same month

  Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Automation#25: Move Tickets to Unassigned When the Owner Is Offline

  Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• Next Page