In Zoho People, you can add employee by:
Entering data in the Employee form :
Employee Form is the base form for managing the employee information. This form has 4 mandatory fields Employee First Name, Employee Last Name, Employee Id, Employee Email Id. The employees can be added by filling these mandatory fields of the Employee form.
Steps to add the employees one by one, please follow the below steps :-
- Login as Admin
- Click on 'Organization' -> 'Employee'.
- Click on 'Add Record' option.
- Fill out the mandatory fields :- Employee Id, First Name, Last Name and Email id.
- Click on 'Save'.
Once the record is saved, an invitation email will be sent to the employee, accepting which they will become an active part of the Organization.
Importing Employees from Excel or CSV file :
For the Organization, which has many employees, filling the Employee record one by one is a tedious process. No worries! The Import Data option for the Employee form can be used to upload the employee's information in bulk.
Listed below are the rules while importing the data of a form:-
- For the import data, we support 2 formats :- Excel and CSV file.
- Please ensure that the mandatory fields in the form are given values in the import file and is mapped correctly.
- Please ensure that your file size does not exceed 5 MB.
- In the case of XLS files, only MS Excel 97 - 2003 formats are supported.
- First row of the given file will be treated as field names.
- Unexpected errors may occur if the XLS file contains any special controls like combo filters or images embedded within it.
- Duplicate Records if found will be handled during the Import.
Steps for importing the records :-
- Navigate to the listing page of the form(For Eg. Organization -> Employee).
- Click on 'More Actions'.
- Choose 'Import Data' option.
- Browse through the import file(excel/CSV file).
- Click on 'Import File'.
- Map the fields in the form and the columns in the excel.
- Click on 'Next'.
- Confirm the mapping and click on 'Import'.
Once the import is done, the records will be added and can be viewed in the listing page of the form.
Using Quick Invite option :
Employees addition process is made much simpler using the 'Quick Invite' option. 'Email Id' field is alone sufficient for adding your employee record. The rest of the mandatory fields will be filled by the system.
Steps for adding the employees using the Quick Invite option :-
- Login as 'Admin'.
- Click on 'Setup' at the top.
- Choose the 'Invite Employees' option under the 'Users & Permissions' section.
- Fill the employee mail ids comma separated like ,
- Click on 'Invite' option.
Once the employee is invited, an invitation email will be sent to them, accepting which they will become an active part of your Organization.
