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

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.
    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you
    • 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
    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.
    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is
    • Data Import | Zoho Analytics Custom Query Window Size

      Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.
    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
    • Cannot add my name to my domain name

      I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.
    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with
    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected
    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.
    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed
    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.
    • add zoho account

      How to add a zoho mail to previous zoho account? I have two
    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support
    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate
    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .
    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)
    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.
    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?
    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia
    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks
    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...
    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can
    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly
    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.
    • Next Page