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

    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

    • Zobot drop down list

      Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge

    • How to compare a subform lookup field that allows multiple entries when edited

      I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

    • Translation of Tooltip Messages

      The descriptive help messages should be available to provide translations for.

    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

    • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

      Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

      Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

    • Zoho Social - Feature Request - Non-US Date Format

      Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

    • 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

    • Zoho CRM Community Digest - December 2025 | Part 1

      Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t

    • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

      Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

    • Zoho Flow Credits

      Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

    • Custom Module Send Email not filling To automatically after adding Email field also

      I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but

    • Introducing Intake Forms

      We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

      Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,

    • Any update on much requested feature, to delete attachments without deleting the e-mail body?

      People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

    • How to delete attachments form Zoho mail accounts

      I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

    • Unable to fetch ticket by custom field value

      I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Next Page