People Resources

Add Employee

Zoho People enables you to add users to the organizational account in a user friendly way. You can add and invite users having any domain based email addresses(Example: Zoho, Gmail, Yahoo etc.,)

How do I add an employee to my organization?

      1. Log in as Admin.
      2. Click Organization > Employee > Add Record

      3. In the Basic Info page, add all the required fields highlighted in red: Employee ID, First Name, Last Name and Email ID.

      4. Click Save.
      5. An invitation email will be sent to the given user Email ID. The user needs to click here link for activating the account.

      6. Once the user provides the Password and Confirm Password and click Create Account, he/she will become an active user in your organization.

Note:

  • The activation link gets expired automatically on seventh day if not activated.
  • The activation link is for one time use and once the user activated the account, they should use https://people.zoho.com/people/ for future access.
  • There are two ways to Add Employee:
    1. Log in as Admin; Click Setup > Users below Users and Permissions > Add > Add Employee; Add all the required fields highlighted in red: Employee ID, First Name, Last Name and Email ID; Click Save.
    2. Log in as Admin; Click Setup > Users below Users and Permissions > Import > Import User > Browse > Import File.

How do I delete an employee from my organization?

    1. Log in as Admin.
    2. Click Organization > Employee.
    3. Select the user you need to delete from the organization.

    4. Click Delete.

Note:

  • Admin can view the list of Login Enabled (Employees with self service logins) , Login Disabled (Employees with self service logins disabled), Invited (Employees who are invited to access employee self service), Non-Users (Employees who doesn't have access to self service logins) and Ex-NonUsers (Example: When the user downgraded the plan from Premium to Standard, the number of Non-Users count is reduced from 250 to 100 thereby the first added 100 Non-Users data alone will be accessible to the Admin and the remaining 150 Non-Users data can only be viewed under Ex-NonUsers).
  • To view different types of users: Log in as Admin, Click Setup > Users below Users and Permissions> Select third drop-down list to view the list of different types of users.

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