Zoho Payroll | Quarterly Product Updates For 2024

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 functionalities, each enhancement aims to simplify your day-to-day payroll operations.


Zoho Payroll - Zoho Sales IQ Integration  

In today's fast-paced world, effective communication and instant support are crucial for employers and employees. That's why we're excited to introduce the Zoho Payroll - Zoho Sales IQ integration, designed to streamline communication and support between you and your employees in the employee portal.

How? The integrations enables your employees to reach out to you in real-time for queries or concerns regarding payroll via chat or call, from the Zoho Payroll employee portal ensuring immediate support.

That's not all. You can also attach relevant help documents and frequently asked questions (FAQs) are readily accessible within the chat interface. You will also be able to automate conversations with the enterprise-ready AI Sales IQ chatbot platform.






Introducing Ohio state support (Early Access)  

We're thrilled to announce the latest addition to Zoho Payroll's US edition: support for the Ohio state. This update ensures that businesses operating in Ohio can effortlessly navigate the intricacies of payroll management specific to this region.
Note: Currently, Zoho Payroll is tailored to support businesses operating within a single state. We understand that operating across multiple states presents unique challenges, and while we're continuously enhancing our platform, multi-state support is not yet available.
Here's the list of all the states we support in US:
  • California
  • Florida
  • Illinois
  • Kansas
  • New Hampshire
  • New York
  • North Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Washington
  • Alaska (Early Access)
  • Georgia (Early Access)
  • Minnesota (Early Access)
  • Montana (Early Access)
  • Nevada (Early Access)
  • North Dakota (Early Access)
  • South Carolina (Early Access)
  • Wyoming (Early Access)
  • Wisconsin (Early Access)
  • Virginia (Early Access)
  • Ohio (Early Access)
If you'd like to access Zoho Payroll for your business in the Ohio state or the other states in the early access mentioned above, submit a request, and we'll enable it for you. And yes, we are working on a lot more states, and we'll share it with you in this space.

Edit FUTA Rate 

You now have the option to edit the FUTA rate in the Taxes section of Zoho Payroll, according to your specific requirements, ensuring accuracy and compliance.


Notable Enhancements in India and UAE:

1) Import/Export Tax Regime Preferences of Employees 

Now, you can import and export tax regime preferences for your employees in bulk via CSV or XLS files, eliminating the need for manual entry for every employee. 

Here's a sample CSV file which you can use as a reference for the import file you upload in Zoho Payroll.



2) View Pre-Tax Deductions/Benefits in the Employee Portal [IN, UAE]

Your employees can now view the pre-tax deductions or benefits  in the salary structure section of the employee portal.

3) Enhanced Filtering Options

We've introduced new filters in the employee list page. Users can now filter employees based on their work location, department, and designation, streamlining the search process for specific criteria. Similarly, in the Approvals section, for proof of investments, users can now filter employees based on their tax regime, whether it's old or new, allowing for more efficient management of investment approvals.

4) Annual CTC Projection

You now have the ability to project employee CTC details annually. By default, users can view monthly earnings, gross pay, and CTC. Click Show Yearly Projection to reveal the annual projection, providing comprehensive financial insights at your fingertips.

5) Petty Cash Account for Employee Payments 

Organisations using the Zoho Payroll-Zoho Books integration to post journal entries for their payroll, can nowselect petty cash as the designated account for employee payments.

6) Cost of Goods Sold Account for Payroll Earnings

Another enhancement for users utilizing the Zoho Payroll-Zoho Books integration, is the capability to select Cost Of Goods Sold as the credit account for syncing payroll earnings.

7) Customizable Headers and Footers for Payslips (Early Access)

You can now personalize the headers and footers of the payslips sent to your employees. Customize important details such as company logo, address, and contact information in the header while adding legal disclaimers or special messages in the footer. With placeholders and other customization options available, you have full control over the look and feel of your employees' payslips.


Dive into our What's New page if you'd like to see all the features and enhancements we've released so far. 

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!

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

    • 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