Other Actions

In Zoho ERP, you can perform actions such as adding benefits and deductions, assign reporting mangers, enable or disable portal access for contractors, and export contractor details.

Add Benefits for Contractors

A benefit is money taken out of the contractor’s pay before income tax is calculated. As a result, they reduce the contractor’s net taxable income and thereby reduce income tax. An example is deductions made towards schemes like Voluntary Provident Fund (VPF).

To associate a Benefit to a contractor,

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Select a contractor to the contractor details page.
• Click Add and select Benefit.
• Select a previously created benefit plan or create a new benefit.
• Enter the Employer’s and Contractor’s Contribution (as applicable) per pay period, in flat amount or a percentage of (Basic Pay + DA).
• Select when you want the benefit to expire.

• Click Save.

Add Deductions for Contractors

A deduction is money taken out of your contractors’ pay after income tax has been calculated. This does not affect the net taxable income of the contractor. Purchases made in the company grocery store or food court are examples of deductions.

To associate a deduction with an contractor,

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Select a contractor to the contractor details page.
• Click Add and select Deductions.
• Select a previously created deduction, or create a new deduction.
• To add a new deduction, click + New Deduction.
• Enter a Deduction Name.
• Enter the Amount. It could either be a flat amount or a percentage of (Basic Pay + DA).
• Select how you want the deduction to end.

• Click Save.

Assign Reporting Managers for Multiple Contractors

You can easily assign a reporting manager to multiple contractors. By doing so, you can streamline the management of leave approvals and other workflows that require reporting manager oversight. Here’s how:

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Select a contractor for whom you want to assign reporting managers for.
• Click Assign Reporting to from the dropdown.
• A popup will appear where you can search for and select the reporting manager.
• Click Assign.

By using this feature, you can efficiently manage reporting structures for multiple contractors at once.

Enable Portal for Multiple Contractors

You can provide portal access for multiple contractors. By doing so, you can provide contractors with the ability to view their personal details and payment history. Here’s how:

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Select a contractor for whom you want to enable the portal.
• Click Enable Portal.
• A confirmation pop-up will appear.
• Click Proceed.

Disable Portal for Multiple Contractors

You can revoke access to the portal for multiple contractors. By doing so, contractors will not have access to the portal to view their personal details and payment history. Here’s how:

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Select a contractor for whom you want to disable the portal.
• Click Disble Portal.
• A confirmation popup will appear.
• Click Proceed.

Export Contractor Data

If you want to download or back up your contractor data for importing into another software, you may export the data. Here’s how:

• Go to People on the left sidebar.
• Navigate to Contractors tab on the module bar on top.
• Click the More icon and select Export Data.
• Select the type of contractor details you want to export.
• You can also choose to filter the contractors you want to export by their status in the organisation.
• Select the format in which you want to export the details.

• Click Export.