Zoho Payroll's Product Updates | August 2024

Zoho Payroll's Product Updates | August 2024

At Zoho Payroll, our commitment goes beyond providing software—it’s about empowering you to focus on what truly drives your business: your people.

This August, we are delighted to introduce a set of updates for our users in India and the UAE, that not only refine payroll processes but also bring more clarity and ease to your daily tasks. From personalised earning calculations to secure handling of employee data, we are dedicated to supporting you every step of the way.

Join us as we dive deeper into these enhancements and discover how Zoho Payroll continues to evolve, keeping your needs at the forefront of our efforts.

Calculate Earnings Based on Percentage of CTC (India - Early Access)

At Zoho Payroll, we understand the complexities you face in managing diverse compensation packages of your employees. To simplify this, we’ve expanded the options we provide for you to calculate the fixed earnings of your employees. Now, you can calculate earnings based on a percentage of the CTC (Cost to Company).

Note: Earnings based on a percentage of CTC can only be calculated for fixed earnings, not variable earnings.
This feature is perfect for scenarios where employees have various allowances and incentives tied to their total compensation. 

To do this, go to Settings, select Salary Components, choose an Earning, and set the calculation based on CTC. When you preview an employee’s salary, the calculated values are displayed, offering complete clarity. This ensures fair, transparent, and easy-to-manage compensation.

Calculate Earnings Based on Percentage of Other Earnings (India, UAE - Early Access)

For our users in India and the UAE, we’ve provided the ability to calculate fixed earnings based on other earnings. 

Note: Earnings based on a percentage of other earnings can only be calculated for fixed earnings, not variable earnings.

Scenario: Think of Jalal, an employee in the UAE, whose earnings are based on various performance metrics. With the enhanced feature, you can now set his earnings to be a percentage of his bonuses or other performance-based earnings.

To set this up, go to Settings, select Salary Components, choose an Earning, and set the calculation based on earnings.Once these earnings are associated with an employee, you’ll be able to preview the calculation used to derive the earnings.  This ensures fair, transparent, and easy-to-manage compensation. 

Sample Formula:

Let's take the example of formula used to calculate the Travel Allownce earning below. 

Transportation Allowance=(Basic Amount+Travelling Allowance Amount) × 8%

Explanation: In this case, the other earning that was used to calulcate the Travel Allowance earning is the Basic. The Transportation Allowance is calculated as 8% of the sum of the employee's Basic Amount and Travelling Allowance Amount.


Custom Field Support for Loans Module

We’ve introduced custom field support for the Loans module, giving you the flexibility to capture additional loan details that are not available by default in Zoho Payroll. 

With this feature, you can now create and configure custom fields for loans, ensuring that every piece of critical information is recorded accurately. Whether you need to track specific notes, collateral details, or unique repayment conditions, custom fields allow you to personalize loan records like never before.

Setting up a custom field for loans is simple:
  • Navigate to Settings and select Preferences.
  • Go to Loans and choose Custom Field and configure it to fit your needs.
Loans - Custom Fields

Other Enhancements in UAE

Passport Number in Letter Templates
We have introduced the option to include passport numbers as placeholders in various letter templates, such as Salary Certificates, Salary Revision Certificates, Bonus Letters, and Salary Transfer Letters. By including passport numbers, you enhance the authenticity and compliance of your official documents.

To add the passport number to a salary certificate:
  • Navigate to Settings > Templates > Salary Certificate > Edit.
  • Click Manage Content, then select Insert Placeholders and choose Passport Number.

AL-Ansari Exchange House - SIF Format
We now support the AL-Ansari Exchange House SIF format, a standardised file format for salary information files used by AL-Ansari Exchange House in the UAE. This format simplifies payroll processing by ensuring that salary disbursement data is accurate and compliant with banking regulations. 

Enhancements in India

Allow Restricted Type EPF Contribution for Variable Earnings (Early Access)
We now allow variable earnings to be considered for EPF contributions, specifically when the PF Wage is less than ₹15,000. 
In many organizations, employees have variable components in their salary, such as bonuses, incentives, or overtime pay. Previously, these variable earnings were not considered for EPF contributions, which could limit the retirement benefits for employees earning less than ₹15,000 in PF wges. By allowing these earnings to be included, we ensure that employees' retirement savings are more comprehensive and reflective of their total income.

Include Conveyance Allowance in New Tax Regime
Conveyance allowances, which are typically provided to employees to cover travel expenses from home to the workplace, can now be included in the new tax regime calculations. This update ensures accurate tax deductions and helps employees benefit from tax exemptions on their travel allowances. 


That's all for now! We're always eager to hear your feedback and suggestions. If you have any feature requests, please share them in the comments below. For assistance, contact us at support@zohopayroll.com. 

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

    • How to upload file to Connect using API?

      Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

    • Group Tax in Service Line Items

      Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

    • FSM Improvement Idea - Show an Import button when there is no data

      I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

      I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Limiting search or dependencies with an asterisk "*".

      I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

    • Cross Data Center Support for 1:1 Chats with External Users

      Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

    • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

      Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Importing a new list into campaigns

      I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • CRM Blueprint Notification by Cliq

      Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs

    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

    • Sync Contacts in iOS

      What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

    • Live webinar: Craft the ideal sales pitch deck with Show

      Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

    • Project Statuses

      Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

    • 👋 Welcome to the Zoho MCP Community

      Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

    • DNS Manager

      Where Can I find my DNS manager so I can link this to click funnels or AWEBER

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Need to extract date from datetime field

      I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

    • 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?

    • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

      Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

    • additional accounts

      If I brought 5 emails to my account. Can I later buy additional emails.

    • Issue in Zoho People Regularization – Incorrect Hour Calculation

      I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

    • Why I am unable to configure Zoho Voice with my Zoho CRM account?

      I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

    • Issue with Hour Calculation in Zoho People Attendance Module

      I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

    • Cliq Meeting Calls No Audio and Screen Share

      When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

    • Work anniversary and birthdays on connect

      Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

    • Alias Email Id already exists

      Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav

    • Feature Request: Ability to Set a Custom List View as Default for All Users

      Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

    • Adding Multiple Products (Package) to a Quote

      I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

    • webinar registration confirmation are landing in SPMA folders

      I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Multiple organizations under Zoho One

      Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

    • Next Page