What's New in Zoho Payroll [Indian Edition]: February 2020

What's New in Zoho Payroll [Indian Edition]: February 2020

Hello users,
Here at Zoho Payroll, we are excited to bring you additional features this year to enhance your payroll experience. Read on to catch a glimpse of what February brought for Zoho Payroll, and let us know what you think in the comments below.

Enable or disable EPS in salary details and templates
An employer is required to contribute 8.33% of total PF wages towards the Employee Pension Scheme (EPS). According to the EPF law, it's not mandatory for employers to contribute to the EPS, and the entire PF amount can be transferred to the Employee Provident Fund (EPF). Now, you have the option to enable or disable the EPS contribution when you're configuring an employee’s salary in Zoho Payroll. To do this:
  • Navigate to the Employees module.
  • Select the employee for whom you want to enable or disable EPS contribution.
  • Click the Pencil icon next to the name.
  • Under Statutory Components, check or uncheck the Contribute to Employee Pension Scheme option to enable or disable the EPS contribution.

Alternatively, you can enable or disable EPS contributions for multiple employees by creating a salary template and associating it with them.
  • Go to Settings > Salary Templates.
  • Create a new salary template.
  • Add the earnings, reimbursements, and deductions.
  • Under Deductions, select EPF - Employer Contribution.
  • Check the Contribute to Employee Pension Scheme option to enable EPS.
  • If you want to change the settings for a particular employee, you can do so from their profile.

  • If you want to edit an existing template, select the template, click Edit and make the necessary changes.
Note: Any change made to EPS contribution in the template will be applicable only for the employees who will be associated to that template in the future, not to previously associated employees.

Bulk lock or unlock FBP, IT, and POI submission
You can unlock or lock the FBP, IT, and POI submission for selected employees in bulk. Using this option, you can carry out multiple phases of investment proof collection or FBP declaration for specific groups of employees. To do this:
  • Go to the Employees module on the left sidebar.
  • Select the employees for whom you want to unlock or lock proof submission or FBP declaration.
  • Click More.
  • Select the desired option.


Import terminated employees
TTerminated employees terminated from your previous payroll software can now be imported into Zoho Payroll. This eliminates the need to add them to your organization manually. To import terminated employees:
  • Go to the Employees module on the left sidebar.
  • Click the More icon on the top right corner and select Import Data.
  • From the dropdown menu, select Employee Details under Complete Employee Basic Details
  • Click Proceed.
  • Upload the CSV or XLS file containing the employee details and click Next.
  • Ensure that Employee Status and Date of Termination fields are present in the file and are mapped correctly.
  • Review all the fields and click Import.


Employees' salary statement report
 View the yearly salary statement of all your employees in the Employee Salary Statement report. With this, you'll know the break down of earnings, deductions, taxes, and reimbursements. You can use this report to review the employees' year-to-date salary.
To access this report:
Go to Reports > Payroll Overview > Employees' Salary Statement.


Detailed loan repayment summary
We have revamped the Loan Repayment Summary page to present loan details more clearly. The dates of repayment and the outstanding loan amount for each employee will be tracked from the pay runs automatically and shown on this page, so you can track employee loans effectively. To access an employee's loan details:
  • Go to the Loans module.
  • Select the employee for whom you need to view the loan summary.
Alternatively, you can go to the Employee module > Employee Profile > Loans and view the loan details.


That’s all for this month! Let us know what you like about these features, and give us your suggestions for new udpates. If you need any assistance using Zoho Payroll, drop us an email at support@zohopayroll.com.

The Union Budget 2020 proposed a few changes regarding income tax slabs and exemptions. We will be working on implementing these changes in Zoho Payroll and be ready in time for the budget-applicable fiscal year 2021-2022. Watch this space for updates on this

Sincerely,
Supriya
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

    • Export PDF from Zoho Books via API

      Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,
    • is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?

      I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
    • Zoho Writer page break in a merge repeating region always adds an unwanted blank page

      Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank
    • Introducing bot filtering for accurate analytics

      Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
    • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

      The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin
    • Zoho Mail POP & IMAP Server Details

      Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
    • Company domain with Zoho Mail as support email in Zoho Desk

      Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to
    • Best way to organize Zoho Desk with CRM products

      I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get
    • Sort mail by name and subject

      I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?
    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 
    • Emoji Support in Bigin CRM

      We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
    • Workdrive API Get list of Sub Folders not working

      Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders
    • is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

      I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
    • Email address with + char is incorrectly invalid

      cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part
    • Update Regarding Zoho Finance Applications' Domains For API Users

      Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
    • Zia powered by GPT is already available for MExico?

      Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!
    • Adding a Download field to a form

      I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.
    • Campaign Edit - Vertical Align Text to Center

      I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing
    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
    • is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

      There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and
    • Enable 2FA / MFA in Bigin

      Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our
    • Forwarding Zoho Desk Support Email to a different e- mail

      Hello, I am using ZohoDesk and I have a Zoho Desk Support e-mail setup. I would like to know if there is a way to forward the e- mail inbound to this Zoho Desk Support e- mail to a different e- mail?  Thanks!
    • We are being overbilled by Zoho and they refuse to correct it

      We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 months
    • is there a better way to routinely export my project timesheets?

      Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally
    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
    • Triggering rules on lead conversion

      There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
    • How do you remove a user from SalesIQ?

      I have a user in Sales IQ who needs to be removed (she's no longer involved with sales and chat) but I can't find any way to remove her. How do I do that?
    • Integrate SalesIQ with tiendanube.com

      Tiendanube.com is the leading e-commerce platform designed to help businesses create and manage online stores. It provides tools for entrepreneurs and companies to set up, customize, and operate their online shops with ease. Tiendanube is particularly
    • How to reset Zoho Commerce

      Hi, we are preparing a new onlineshop connected to commerce and books for going live in the next days. Now we want to delete all tests and transactions we made within the development process. And also add a new tax rule which is not possible at the moment
    • Free webinar: ‌Zoho Vault in 2024—A live Q&A with our experts

      Hi everyone! 2024 has been a pivotal year for us, taking our journey from a basic team password manager in 2013 to a full-featured security platform offering password management, single sign-on (SSO), and soon, passkey management. Our team has been tirelessly
    • Kaizen #167 - Configuration and Initialization of Zoho CRM Python SDK (V7) for different client types

      Hello everyone! Welcome back to another week of Kaizen! Zoho CRM Python SDK allows developers to integrate Python applications with Zoho CRM. In today's Kaizen post, we will explore how to initialize and configure the SDK for both self-clients and server-based
    • Zoho Forms - Dynamic Prefill Setup Question

      Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need
    • How to get a list of Team Folders associated to a Project from the API?

      I've tried the below, based on another article and was unsuccessful. response = invokeurl [ url :"https://projectsapi.zoho.com/api/v3/portal/" + _portalID + "/projects/" + _projectResID + "/folders" type :GET connection:"zohoprojects" ]; info response;
    • Email Alert attachments unavailable for Vendor Payments

      I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is
    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
    • Exporting Project Tasks

      I can export the gantt chart to a nice PDF in colour, but we want just the task list in a nice colour layout. Is there a way to export it to PDF without the gantt? It would be perfect to give to clients.
    • bug reporting with the count of linked Desk tickets

      I am aware that when viewing an individual bug, you are able to see a count of the Desk tickets that are linked to the bug on the right hand side. However, I cannot see a way of reporting this figure from a list of bugs. Our use case is that we would
    • Unable to send e-mails to an specific address

      Hello. I'm having problems sending e-mails to my shipping company. user@shippingcompanydomain.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 <user@shippingcompanydomain.com>: Recipient address rejected: User unknown in virtual mailbox table Reporting-MTA:
    • Blueprint transition help needed

      I have 5 approvers. For a stage to be passed to the next stage, I require any 3 out of these 5 approvers to make the approval. There is no particular sequence of approval, at any one time, any one can approve. As long as 3 approvers approve, the stage
    • Next Page