People Help

Add Employee

Zoho People enables you to easily add users to your organizational account. You can add and invite users having any domain based email address(Zoho, Gmail, Yahoo etc.,)

How do I add an employee to my organization?

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click on the 'Employee' link.
  4. Click 'Add Record' button.
  5. Fill out the values in the given fields. Employee ID, First Name, Last Name and Email iD are mandatory fields.
  6. Click 'Save'. An invitation email to the e-mail id provided above will be sent.
  7. In order to join the organization, the user you have invited must click on the link in the invitation email and log in to Zoho People using the Zoho login ID.
  8. Once the user accepts the invitation, he/she will become an active user in the organization.

If you don't have all the details while adding employees, you can use the 'Quick Add' option. To quickly add employees follow the steps below.

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Click 'Users' link under 'Users & Permissions'.
  4. Click 'Add' button.
  5. Click 'Add Employee'.
  6. Fill out the employee name, employee ID and the email address.
  7. Click 'Save'.

Note:

  • Adding employees and inviting employees is a same process.

How do I delete an employee from my organization?

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click on the 'Employee' link.
  4. Select the user(click the check box) whom you would like to delete from your organization.
  5. Click 'Delete'.

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