Employees - Overview

An employee is anyone who is employed by your organization and whose details are managed for operational, payroll, travel, expense, and compliance purposes. An employee record stores essential information such as personal details, salary structure, statutory information, payment details, payslips, investments, travel requests, expense claims, and budgets.

A user, on the other hand, is someone who has access to Zoho ERP to perform actions such as managing data, approving transactions, or viewing information. A user can also be an employee when their user account is linked to an employee record. In such cases, when you grant them portal or app access, they can sign in to view their payslips, salary details, reimbursements, investments, and other information that is related to their own employee record.

The Employees module in Zoho ERP is the central place to onboard and manage employees, complete their profiles, and maintain salary, statutory, personal, payment, travel, and budget details in one place. The module also lets you manage access, track investments and payslips, perform bulk actions, and import or export employee records. This ensures employee data stays accurate and up to date throughout the employee lifecycle.

You can choose to enable or disable Employee Portal access for each employee. The employee portal is where employees can:

• Submit and manage their own business-related travel and expense transactions for approval.
• View and manage their payroll information.