Community Learning Series - Personalising your payroll experience using Zoho Payroll

Community Learning Series - Personalising your payroll experience using Zoho Payroll

We all know that employees are the most important asset for any organisation. Organisations spend copious amounts of time recruiting, training, and retaining sufficient employment to maintain their business health and operations. And one of the most important ways that business owners look after their primary assets is timely payroll. In this Community Learning Series post, we will focus on customising some of the crucial elements within the payroll journey.
 
But why even customise? Irrespective of the size of the organisation, payroll plays a huge role in employee morale. While timely payroll is essential, personalising the employee experience is also important. Zoho Payroll helps you out with plenty of customisation options for various stages within the payroll process, so you can deliver a completely custom experience right from the moment your employee joins your organisation to the day they receive their full and final settlement.
 
Here, we will talk about three features of Zoho Payroll and how they can be customised to your needs.
 
  • Email templates
  • Payslip templates
  • Organisation announcements
 
1. Email templates
 
Despite the variety of instant messaging platforms in existence, we still rely on emails for most of our professional communication. The reason is very simple: emails add a professional touch, but still pass on information instantly. In payroll, it's often important for communication to reach your employees in a professional and timely manner. Zoho Payroll helps you personalise this communication experience with templates specific to different scenarios.
 
Has a new employee joined your organisation today? Time to welcome them with a personalised message that reflects your organisation's culture. You can save the voice and tone you've chosen for your message, using a template.
 
Inside Zoho Payroll, go to Settings -> Email templates -> Employee invitation. As you can see in the below image, we have a predefined template set up for your convenience, but you can customise it to suit your brand and voice. You can make changes to the text size and font, and add links, photographs, and placeholders. We even provide the complete HTML code, which you can edit to make the changes you need. 


 
Once you make your changes, click Save. Now whenever an employee joins, they will receive the newly customised email you created specifically to welcome them.
 
You can customise other emails in the same way here. For example, this payslip notification template has been customised by adding a motivational quote, which can be changed every month. Or if you have revised employees' salaries this month, you can mention the change in the email.


 
These are just a few examples of how to utilise this customisation. Now it's your turn.
 
2. Payslip templates
 
Why are payslips so important? A payslip is a proof of the contract that binds any employee to an organisation. Professional-looking payslips will be considered as credible proof for future employment, or for obtaining employee loans. A detailed payslip showcases all the employee's tax liabilities, thus helping them make the right investment decisions, maximise their take-home salary, and plan their savings well in advance.
 
You've probably noticed that we provide a variety of payslip templates, including one specially designed for the full and final settlement. There are various components that should be present within a payslip to prove its credibility. Let's see how this can be easily achieved with our pre-existing templates.
 
Inside Zoho Payroll, click the Settings icon -> Payslip templates. 
 
As you see in the images below, we have 6 templates, and they cover all the necessary information such as the organisation details, employee information, and the breakdown of the salary into earnings, deductions, and reimbursements.
 



 
How can the templates be customised further?
 
Click on the edit icon below any template and you will see different ways to customise it on the left side. Here are a few things you can do:
 
  • The organisation logo can be resized.
  • You can choose the information you want to display on the payslip.
  • You can even add up to 5 custom fields to the payslip.
 
When you're done making changes, click Save.
 
For example, we can add a custom field called Aadhar card to this template. When you come back to view this template again, you'll see the Aadhar card number field appear in it automatically. The full and final settlement payslip can be customised too—for instance, to edit the declaration section.

​
 
And that's how your payslips can be customised to look professional and reflect your brand voice.
 
3. Organisational announcements
 
There are various ways for you to communicate with your employees via Zoho Payroll, whether you're inviting new users or employees, or sending reminders for reimbursement proofs and tax declarations. But emails can be missed easily. So, if you want to make an organisation-wide announcement, how do you ensure that your employees don't miss it?
 
Zoho Payroll has an option for this.
 
You can now add a customisable banner message in the ESS portal. Here's how:
 
  1. Inside Zoho Payroll, go to Settings -> Preferences -> Employee portal.
  2. Under the Banner Message option, type your announcement.
  3. Select the date until which you want this message to be displayed.
 
Here's an example:


 
And this is how the announcement will appear on the ESS portal for your employees:
 

 
So, have you tried out these features yet? If yes, were they useful? Let us know in the comment section below. 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Items Below Reorder Point Report?

                                    Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

                                  • New Toolbar in Zoho Sheet

                                    We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

                                  • Zoho Projects - Task Owner filter at Project level

                                    Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

                                  • Zoho inbuilt Telephony made a lot of issues!

                                    Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

                                  • Sending workflow notifications using popular chat services

                                    Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

                                  • Webhook not firing.

                                    I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

                                  • Adding Images to a Quote in Zoho CRM

                                    We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

                                  • Applications built with Zoho Creator

                                    Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

                                  • In arattai received message can't be deleted

                                    The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

                                  • Is it posssible to add Asap Widget on Wordpress?

                                    I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

                                  • Require ticket resolution

                                    Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

                                  • Tables from ZohoSheets remove images when updated from source

                                    I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

                                  • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                    Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

                                  • API Pagination Error: 'from' Parameter Limit

                                    Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

                                  • How to go to the next open ticket in the queue when agents closes ticket

                                    Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

                                  • External download link limit

                                    Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

                                  • CRM verify details pop-up

                                    Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

                                  • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

                                  • The difference between Zoho Marketing Automation and Zoho Campaigns

                                    Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

                                  • Custom templates for calendar report

                                    What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

                                  • Print a price list or price book

                                    Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

                                  • Disable payment thank-you emails

                                    Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

                                  • Maximum tags possible in Contacts Records

                                    I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

                                  • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                    Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

                                  • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                    When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

                                  • CRM Mobile reports

                                    When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

                                  • Start Form on a different page (i.e., hide form pages)?

                                    I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

                                  • Microsoft Teams now available as an online meeting provider

                                    Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

                                  • Standard Payment Term is not pulled from account to quotation

                                    Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

                                  • How can we disable "My Requests"?

                                    We are not using this functionality in our system at all and our users get confused.

                                  • PayPal payment received recording problem

                                    Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

                                  • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                    Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

                                  • How to mute chat notification sound by default in Zoho SalesIQ?

                                    We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

                                  • Kanban View for Projects.

                                    At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

                                  • How to Hide Article Links in SalesIQ Answer Bot Responses

                                    I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

                                  • Currency limitation when integrating Zoho CRM & Zoho Books

                                    Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

                                  • Add RECURRING option when adding email to calendar events

                                    When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

                                  • Using Contains as a filter

                                    We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

                                  • Next Page