The 'Quick Learning Series' Tip-Post 25
Approvals are no more a crick in the neck for Administrators. Approving at multi-levels, in a single click, is now a possibilty for users of Administrative roles. Know more
ZOHO People Users in Australia
I am a new user of ZOHO people in Melbourne Australia. I would like to make contact with other ZOHO People users in Australia so we could share best practice to ensure we are getting the most from the system. Would anyone like to join?
The 'Quick Learning Series' - Post 24 - Tip
Want to configure different Time Tracker settings for just a set of your employees? With 'User Settings', now you can replicate all that you have in general settings of Time Tracker for the set of Users you choose. Click here to know more.
Add a feature that would hide the hourly rate under Projects/Jobs
Hi, Everyone. Zoho People is a very great tool. It is great for agencies like us. We only noticed one problem though: We don't have the access to hide the rate for every job/project. So whenever we enter an amount there, it will be seen by the team members. The problem is that the only way to really have a flawless sync from Zoho People timesheets to Zoho Invoice is to have a rate in every job, but -- we can't do it because it will then be visible publicly with the team. Is there anyway to hide that
The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically? A - Yes. This can be done while configuring an approval Steps: From your home page, navigate to Settings > Approvals > Add Approval Select the form and give a name Set criteria (If required) and configure approver Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need If you have selected 'Repeat', enter the frequency in which the follow-up should be done Configure email template
Remove Employee API
Hi! I'm trying to read through Zoho People API. I have been able to finds methods of adding a new employee to the organisation using the Add Employee API. However, I can't seem to find an API to remove an employee who has left the organisation. Could you please direct me to some source? Thanks!
The 'Quick Learning Series' - Post 22 - Tip - Approval Settings
How to have approval requests auto-rejected in case of criteria mismatch. Steps: Go to Settings > Approvals Select the appropriate form Navigate to 'Approval Settings' > Configuration Select 'Auto Reject' under 'For Criteria Mismatch' Click Save
User GUIDE
I'm looking for the zoho people user guide in Spanish. Can somebody help me?
can you use Zoho people to document employee's warnings and write ups?
we need a process that can document employee warning and progressive counseling
Display Part Time Employee Attendance Hours in 2 weeks view
My payroll lady needs a quick way to see the hours worked for our part timers. They are paid every 2 weeks. She is asking for an attendance view that she can save (Or a workflow automation) to make this happen. Any idea?
Quick checking/checking out of the employees
Hi, we want to make it very simple and fast check-in/check-out of our employees. Do you have for example an app or a portal for tablet(and computers) in which employee must enter their employees ID to checkin/checkout? or they can use their rfid card
The 'Quick Learning Series' - Post 21 - Zoho People integration with Zoho Projects
Import your list of Projects from Zoho Projects, track time for them and push approved time logs to Zoho Projects. Learn more
The 'Quick Learning Series' - Post 20 - Are you worried if your employee data is secure?
Compliance with the GDPR is paramount for HR departments precisely because HR processes invariably collect and process a great amount of employee data. As an HRMS that gathers and processes all this information, Zoho People ensures you have full control over all sensitive information. Visit this page to know how.
The 'Quick Learning Series' - Post 19 - News - Reap the full benefit of Zoho People's integration with Zoho Books/Zoho Invoice
Get going with your billing/invoicing transactions without any hiccups! Zoho People's integration with the Zoho Finance Suite automatically pushes your approved time logs to Zoho Books/Zoho Invoice and lets you proceed with your billing/invoicing transactions with much ease than ever before! To know more - https://www.zoho.com/people/help/administrator/tt-integrations-answers.html#pushinglogs
The 'Quick Learning Series' - Post 18 - Tip - Ensure you hide all personal data from prying eyes.
With the amount of personal data that the HR team handles, it is important to make sure you secure all personal information of your employees to abide by compliance standards. Encrypt all the fields that carry personal data of employees and ensure an advanced level of data security. Take a look at this video to know how to do this.
The 'Quick Learning Series' - Post 17 - Tip - How to ensure that the exported data is secure
You can now enable password protection for the forms in your account and make sure that the data exported is secured with a password. Take a look at this video.
What's New - April 2018
Take another step towards securing your data. You can now enable password protection for the forms in your account and make sure that the data exported is secured with a password. Learn more Remind employees of something they love - 'Holidays'. While adding a holiday, now you can set a reminder to let your employees know about an upcoming holiday. Learn more Import locations in one go. With the latest 'Import' option for locations, all it takes is a file upload with the list of your locations
The 'Quick Learning Series' - Post 16 - Tip - How to disable notifications for your organization
Now, you can keep email and 'Feeds' notifications at bay by disabling them right when you are adding your company settings. Steps: Go to Settings > Organization > Company Profile Scroll down to 'Notification Settings' and select 'Disable' Click 'Save Changes'
The 'Quick Learning Series' - Post 15 - Tip - How to add reminder for a holiday
Adding a reminder for an upcoming holiday is now simple! When you add a holiday, you can set a reminder so that employees get timely emails. Take a look at this video!
PTO Approver Roll Over
Is there a way that you can setup a backup approval person in case the primary approver is unavailable after X days? Like this: Lave is requested, it goes to Primary approver... After X days the request is then forwarded to approver #2 Then after Y days its is approved or denied.
The 'Quick Learning Series' - Post 14 - Tip - How to import multiple locations
Importing multiple locations for your organization is easy now. Follow these simple steps. Go to Settings > Organization > Locations Click on 'Import' Upload your file and click 'Next' You have added all the locations in a flash!
The 'Quick Learning Series' - Post 13 - Tip - How to manage confidential files
Document management is all about ensuring that the right people have access to the right files. With Zoho People, you can add and import personal files and ensure that these files are not even accessible to the Users but only to their reporting manager and HR administrator. Watch this video to know how.
Time Tracker - Project/Job Filter
Is there a way to set up default filters under the project and job tabs? It automatically defaults to all jobs/projects in progress, but I'd like it to default to "all"
Leave Approval / Reject Rules
I'm trying to set multiple approvals for rejection/approval PTO requests base on date requested. I have tried multiple ways and can't seem to make it work. Maybe someone can tell me how they would set it up? Here is what I need, ------------------- If PTO falls in this date ranges 05/01/2018-05/31/2018 Auto Deny End If PTO falls in this date ranges 11/01/2018-11/30/2018 Auto Deny it End Else Send to Role-based approver. End ----------------------------- Any suggestions?
Adding New Users
Hi, I am paying for a Zoho One subscription for 3x employees. When I log in to People and try to add a second/third employee I get a message saying I need to upgrade my account. So I currently can only register myself on the account.
Translate in French
Hello Can you foresee to correct the translation of the word "Shift" in Zoho People ? This word appears in the French version of the software and does not mean anything in French. If you could make the change quickly, please. (See attached file)
What's New - March 2018
Bulk Regularization: Adding multiple requests for attendance regularization is much simpler now. You can raise requests for a week or a month or even for a customized date range in a single shot. Learn more. Location-based Administrators: Allocate administrators for the various locations of your organization and empower them to have access to data across all modules and forms. Learn more.
The 'Quick Learning Series' - Post 12 - Announcement: Location-based administrators for organizations
Are you drowning in a lot of HR operations in numerous locations? Now, you can set administrators for the various locations of your organization and enable them to access data across all modules and forms. Take a look at this video to know how to do this.
Zoho Tasks with Checklists need ordering functionality
It would be nice to be able to alphabetize tasks that are associated with a checklist. Many of our checklists have several tasks and it is sometimes hard to locate it within list. We have checklists with over a 100 tasks associated. See screen shot: https://www.awesomescreenshot.com/image/3263411/92a5d633e7b4b05f2bf2cc4207d88cd8
Update row in Form 1 after a "submit" in Form 2
I have two forms: form1 is accessed by user1 and gets a certain number of rows written in it. Nothing uncommon there. Then, user2 acceses form2 in which he will add some rows: form2 which has a combo box lookup field to form 1 and displays some of its data. User2 needs to validate this data, add some more things and submit. After he submits, a row is created in form2, but I also need that this submit event update some columns in the associated row in form1
Attendance module Overtime calculation and payable hours
Hi, We are trying to utilize the attendance module. Our team is working on a shift and shift hours are not always the same, some shifts are 8 hours while other shifts are 9 or 10 hours. We created the shifts and mapped the users to shits. Under the setting page we set minimum hours required for day filet to latient mode 8 hours. The problem is; the payable(expected) hours in the reports is default to 8 hours, it doesnt change according to the scheduled shift hours. As a result overtime calculations
Attendance - Shift API
Hi, Do you have any plans to introduce a new api to get/post shift schedules? At the moment you do not expose shift schedules over API and this is making it really hard to integrate third party scheduling/attendance systems. Regards, Denis
Custom Attendance Schedule
Hi, I want to configure attendance schedule as below MON-FRI : 9:00 AM to 5:30 PM 1,3,5 SAT : 9:30 AM to 1:30 PM 2,4 SAT: Holiday SUN: Holiday Please guide.
Leave by Hire Date
Is there a way to set up the leave accrual time based on hire date. This is how we track it. Basically can we set up different time periods for different employees. Thanks!
How to cancel an approved leave request.
Hi, How do we cancel an approved leave request.
Adding Public Holidays to the Calendar
Hi, How do you add a public holiday to the calendar, we are closed on public holidays but if someone has requested holidays over that time how do we avoid the day being deducted as this is already a paid holiday?
Attendance bulkImport API not working for next day checkout
Facing one issue when try to upload attendance using bulk import api. use case is employee checkout date is next day. API URL => https://people.zoho.com/people/api/attendance/bulkImport Request Data => Array ( [authtoken] => <AUTH Token> [data] => [{"empId":"49","checkIn":"2017-11-30 11:29:46"},{"empId":"49","checkOut":"2017-12-01 05:36:14"}] [dateFormat] => yyyy-MM-dd HH:mm:ss ) Records are not inserted correctly hence showing employee is absent however employee worked around 18 hours. see screen-shots
oAuth login with zoho people
Hi, We would like to make use of Zoho People and allow my user to login via zoho credentials in my custom web application. Do I have any way to achieve this?
Average Yearly Salary
Hi, we have a salary form, and in our country you get an extra salary in december (the average of your salary across the year) Is there any way to make a formula, analytic or any way I could calculate the average salary across time? Example: last year my salary on the first 3 months was 100, but the other 9 months i was raised to 150 my yearly salary would be ((100*3)+(150*9)/12
Salary Report in Zoho People
Hello! I need your help. Do you have some ideas how to cope with next task: To see (or maybe create it in the People Analytics) report with such columns as - Users, - Payment (here I need total amount of payments, based on submitted hours in time tracker) and something like - Total Salary ( rate per month ( it may be the field "employee Salary" in "Performance" ) + total amount of payment for all billable and submitted hours mentioned in time tracker). Waiting for any ideas! Thanks
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