Getting Started Guide

Zoho People Integration

Planning work can be tricky when people take vacation time. It is important to know if resources are available to resolve bugs. Our Zoho People integration does just that.

Feature availability

  • Feature Availability: Premium plan
  • Find out if users are available to take up work when submitting bugs.
  • Apply for time-off from the calendar module.
  • Approve or reject leaves keeping project requirements in mind.

And you can do all this from Zoho BugTracker. Let's run through the setup and usage.

Configure Zoho People integration

You will need to configure Zoho People integration before you start viewing time-off requests.

  1. Navigate to > Integration > Zoho Apps.
  2. Click Configure in the Zoho People tile.
  3. Click Configure in the next screen to enable the integration.

  1. Click Import Users.
    • Ensure you have users in your Zoho People portal.

  1. Select the users to import and then click Import Now.

View user availability when adding bugs

  1. Navigate to a project.
  2. Click on Bugs.
  3. Click Submit Bug.
  4. Click on the calendar in Due Date field.
  5. Hover over the date to see the users who have taken their time-off.

Apply for time-off

Users can apply for time-off from the Calendar module, User Profile page, and Activity Stream.

Apply from Calendar

  1. Navigate to a project.
  2. Click on Calendar.
  3. Select any date to view the Calendar Activity.
  4. Select Time-Off.
  5. Enter your details and click Save.
    • Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.

Apply from Setup

  1. Navigate to   >  Personal Preferences  >  User Profile.
  2. Click Apply Leave.
  3. Enter the details and click Save.

Apply from Activity Stream

  1. Navigate to Feed  >  Activity Stream.
  2. Click on your profile.
  3. Click Apply Leave.
  4. Enter the details and click Save.

 

Calendar View

View time-offs from your calendar. Navigate to calendar and check if users are not available on any given day. You can also filter your calendar by leave to view only the time-off data.

Approve or reject leaves

Managers/Leads can view, approve, or reject leaves from the Home dashboard. The My Approval widget also lets you approve or reject leaves in bulk.

  1. Navigate to Home  >  My Approvals.
  2. Hover over leave requests to see Approve and Reject options.

  1. Select multiple entries to view bulk Approve and Reject options.
    • Users will receive notification when a leave is approved or rejected.
    • Information will also be pushed to their Feed.

 

 

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