What's New in Zoho Payroll [India Edition]: December 2021

Hello everyone,

We are excited to bring you all the new features and enhancements we've rolled out in Zoho Payroll last month. Here are the major updates:

Authenticate your email address domain in Zoho Payroll

In Zoho Payroll, you can configure the email address your organisation uses to send reminder emails, payslips, and portal invitations. When you send these emails using email addresses with unauthenticated domains, they may end up in the recipient's spam folder. This means your employees may miss out on important reminders, or it may pave the way for hackers to phish your employees easily. To avoid this, we have introduced an option to authenticate your email address domain by adding the domain's SPF and DKIM records.
Here’s how:

• Go to Settings > Preferences > Sender Email Preferences.
  

• Click Authenticate Now → next to the domain that you want to authenticate.
  

Now, copy the SPF record from the pop-up that follows and add it to the DNS settings of your domain name provider (e.g. GoDaddy).

Next, copy the Host Name and Value for the DKIM record and add it to the DNS settings of your domain name provider.
Once you’ve added both the SPF and DKIM records, click Validate.

Note: It will take a while for your newly added records to reflect on the DNS server. If your validation fails, wait for a while and try again. Also, you can continue to use Zoho Payroll while the records are being validated.

To learn more about sender email preferences, visit our help documentation.

Withhold salary for employees

We have introduced a salary withhold feature, which enables you to halt an employee's pay for a particular duration. This feature would be especially useful when you have a new employee who has joined in the last week of the payroll month and you want to process their pay along with the next month's salary. When you withhold your employee's salary, they will be skipped from the current payroll cycle and their earnings will be paid as arrears when they are released in the subsequent months.
Here's how you can withhold and release an employee's salary in Zoho Payroll:

• Go to the Pay Runs module.
  
• Click Create Pay Run.
  
• In the pay run draft, click the Overflow icon (…) next to the employee’s name and click Withhold Salary.
  

• Enter the reason for withholding the salary and click Proceed.
  
• Once you’ve added all the inputs, click the Submit and Approve button in the top-right corner of the page.
  
• If you have enabled the Zoho Books integration, you can choose to post the journal entry for the payroll transaction in Books. The transaction will be recorded under the account you had configured while setting up the integration.
  
• After the pay run is approved, you can record payment on or after the payday.
  

The withheld salary can then be released in subsequent pay runs.

Note: All the statutory components such as EPF, ESI, etc. will be calculated and deducted from the employee's salary. Only the Net Pay will be withheld when you use the salary withhold feature.

View reports based on approved pay runs

You can now generate reports based on your approved pay runs. Based on these reports, you can analyse your statutory costs and other payroll expenses for the month before you even pay your employees. You can filter and view approved pay run based reports in the Reports module. This option is available only for the reports under Payroll Overview (except Employees' Pay Summary), Statutory Reports, and Deduction Reports.

To view approved pay run reports:

• Go to the Pay Runs tab on the left sidebar.
  
• Click Create Pay Run or View Details if you already have a pay run drafted.
  
• Once you’ve added all the inputs, click the Submit and Approve button in the top-right corner of the page.
  
• Next, go to the Reports module on the left sidebar.
  
• Choose a report from Payroll Overview (except Employees' Pay Summary), Statutory Reports, or Deduction Reports.
  
• Click Customise Report on top of the page.
  
• Select Approved as the Pay Run Status.
  

• Click Run Report.
  

Your report will be generated based on the approved pay runs in the selected date range.

New enhancements introduced on the Zoho People integration page

You can now export the errors that occur during the Zoho People – Zoho Payroll data synchronisation to resolve multiple "data missing" errors. Using the error report, you will be able to map the missing data to the employees in an excel sheet and then import the details to Zoho Payroll. 

To view the synchronisation errors:

• Click the Settings icon in the top right corner of the home page.
  
• Go to Zoho Apps.
  
• Click View Details next to Zoho People.
  
• On the Integration Details page, you will find the option to view sync errors. Click View Details.
  

On the next page you will find all the errors that occurred during the synchronisation process.

• Click Export Data in the top right corner of the page.
  

• On the next page you will find all the errors that occurred during the synchronisation process.
  
• Click Export Data in the top right corner of the page.
  

You can access this page under Settings > Zoho Apps > Zoho People.

Give these features a try and let us know your feedback in the comments below.
If you need any assistance, you can write to us at support@zohopayroll.com and we will get back to you. Check out all our updates on our What's New timeline.

Season's Greetings!

Regards,
Supriya A

The Zoho Payroll Team

• Topic Participants

• Supriya A

  

• 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

• Restrict Employees Access to Zoho Support

  Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

• How to import timesheets or entries into a projecgt

  How can one import timesheets into a project via a csv file?

• Automatic License Management Upon User Deactivation in Zoho One

  Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• How to suppress display of "USD" of currency field?

• When is Zoho Vault getting fuzzy search?

  Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.

• Automation#22 Track Ticket Duration at Specific Status

  Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

• Self-Support Portal invites

  I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there

• Lookup field in User module cannot look up to custom modules!

  Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

• Tip #10: Automatically add tags to Zoho CRM records using form responses

  You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

• Understanding response time

  We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset

• Publish multiple languages at once in Knowledge Base

  Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually

• Canvas and Related lists

  Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

• Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

  Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

• Copy Widget to another Dashboard

  I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

• Subform edits don't appear in parent record timeline?

  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Zoho Learn vs. Trainer Central

  Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

• How to Display a Logo Image on a Public Form?

  I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

• Creating a Zoho Online Meeting in a Blueprint

  We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho

• Enabling 'From Number' and 'To Number' fields in the Calls module

  Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Route Optimizer

  Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you

• Can documents attached to different ZohoForms automatically go to different OneDrive folders?

  Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• Custom field doesn't fill when converting sales order to invoice

  Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

• TeamInbox down?

  Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F

• Purchase Requisition in Zoho Books

  I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill

• Confirmation prompt before a custom button action is triggered

  Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Custom emails for Portals not working

  I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.

• Switching scheduled webinars from Live to On-demand

  Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks

• Zoho CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• Forex Bank Refund Entry

  Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

• Auto-Populating Custom Field

  This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated

• How can i Customize Delivery Note?

  I need to customize delivery note like change the tittle for language purposes and also include only the balance due

• Delivery note template

  We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

• INTERCOMPANIES INVOICING

  Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• Next Page