Zoho Payroll: Product Updates - May 2024

Zoho Payroll: Product Updates - May 2024

In our continued dedication to serving your workforce, we're proud to unveil the latest updates for Zoho Payroll in May 2024. Building on the momentum of our enhancements in the first quarter, this month's focus has been across regions – India, the UAE, and the US.


Now, let's see how these features serve you and your employees.

Process the Final Settlement of Multiple Employees at Once

Managing final pay checks for departing employees can be a time-consuming process, especially when dealing with multiple team members at once. To eliminate repetitive tasks and simplify this experience, Zoho Payroll now offers an intuitive solution: processing final settlements for multiple employees in a single step.

You have two convenient options available depending on the number of employees you need to process the final settlement for:

1. Import Employee Exit Details

This option allows you to upload a CSV or XLS file containing the exit information.

Pro-tip: You can download the sample file to ensure the file you upload is of the correct format. You can download the sample file by navigating to Employees > Import Data > Import Employee Exit Details and click Proceed.
Refer to the below format to align with Zoho Payroll's specifications for a smooth import process.

Once you upload the file and map the fields successfully, a bulk-full-and-final settlement payroll will be created which will include all the employees mentioned in the import file.

2. Adding Employees Manually to the Bulk Final Settlement Payroll

For smaller groups or specific cases, you can initiate the exit process for each employee individually. While entering their exit details, be sure to select Pay as per pay schedule as the final settlement preference.

This preference ensures that a common-full-and-final settlement payroll is created for all the exited employees, provided their last working day falls within the same pay schedule.

Calculate Earnings with Unit-Based Custom Formulas

Zoho Payroll enhances the Earnings component with Unit-Based Custom Formulas. This feature provides you with greater flexibility in calculating the earnings of employees, catering to scenarios beyond standard hourly or daily rates.


What are Unit-Based Custom Formulas?

Imagine calculating commissions based on units sold, bonuses tied to specific achievements, or allowances for unique job functions; Unit-Based Custom Formulas allow you to define units as a relevant input variable in your custom formula, enabling you to meet your unique business requirements.


You can calculate earnings with unit-based custom formulas by navigating to Settings > Salary Components. Next, select Custom Formula as the calculation type and select Number of Units as the component.


Remind Employees About Expiring Documents

Zoho Payroll simplifies document management with automatic expiry reminders. This feature monitors employee document expiration dates and sends a timely notification on the date of expiry, ensuring you can collect renewals or take action before deadlines.

Note: This feature is only available in the Standard Plan of Zoho Payroll. You can upgrade to the Professional Plan to send multiple reminders (can be customised) prior to the date of document expiry.


Notable Enhancements for the UAE Region

  • Gratuity Liability Report by Day: Generate detailed reports customizable to any date, offering crucial insights into gratuity liabilities, including the latest basic pay, years in service, and gratuity amount for exited employees.
  • Consider Unpaid Leaves for Gratuity Calculation: For expats with over a year of service, calculate gratuity amount by taking unpaid leave days into consideration.
  • Export Employee Basic Details with Confirmation Dates: We now added a new column called Date of Confirmation which contains the confirmation date of employees.

That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.

If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. 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

    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

    • How to Implement Time-Based Filters in Zoho Workflows?

      Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

      Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • booking link that expires

      I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

    • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

      I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

      🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

    • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

      As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

    • Resource booking functionality questions

      I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

    • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

      Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

    • Modify the way a phone number is shown in footer on ZOHO Booking Page

      The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

    • Zoho Bookings Multilingual ?

      Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Problem viewing document imported from google drive.

      Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Sending my emails to Spam Folder

      I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

    • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

      I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

    • attributed automatically database section

      Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

    • Re: constant rejected email form and to my account

      Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

    • How do I redeem credits?

      How do I redeem credits that are shown in billing section?

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Cannot add IMAP account to "new" Outlook

      Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

    • Update Zoho Flow on Sprint Work Item Status Change

      Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

    • Issue with skip_workflow Not Preventing Edit Workflow Trigger

      Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:

    • Create Dashboard using data/tables from different workspaces

      Is it possible do create a Dashboard using different tables that are part of different Workspaces? 

    • Este domínio já está associado a esta conta

      quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

    • Storage addon failed to upgrade

      Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

    • no puedo recibir correos

      Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

    • Default reminders on Emails

      I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

    • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

      LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

    • Send email is not authenticated

      Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

    • Workflow Based on Manual Journal

      Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

    • How do I hide all leads from Standard users in my CRM ZOHO

      I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

    • Zoho sheets to crm and mapping

      i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow

    • Next Page