Add Employees

Here’s how you can add an employee in Zoho ERP:

Go to People on the left sidebar.
Navigate to Employees tab on the module bar on top.
Click + Add in the top right corner.
Enter the First Name, Middle Name and Last Name of your employee.
Enter the Employee ID of your employee.
Enter the Work Email Address of your employee.
Select if the employee is a director or person with substantial interest (owner of shares and carries at least 20% of the voting power) in your company.
Provide the Mobile Number, Gender, and Date of Joining of the employee.
Select the Work Location of your employee from the dropdown.
Select the Designation and Department of your employee.
Select who your employee reports to from the Reporting To dropdown.
Select the Enroll Employee to Payroll checkbox to enroll your employees to payroll.
Select the Allow to claim travel and expense reimbursements checkbox if you want this employee to claim travel and expense reimbursement.
Select Enable Portal if you want to provide access to portal for this employee.

Note: Employees for whom you’ve provided access to the employee portal, can access their portal using the dedicated Zoho ERP Employee Portal apps available in Android and iOS.

Click Save.

Complete Employee Profile

Note: These steps are applicable only if you’ve enabled the Enroll Employee to Payroll option when adding the employee.

Once you’ve entered the basic details of your employee, you can proceed to complete their profile. Here’s how:

Go to People on the left sidebar.
Navigate to Employees tab on the module bar on top.
Click the employee’s profile.
Click Complete Now in the top pane.

Salary Details

Select the Statutory Components applicable to the employee.
Select the Salary Templates from the dropdown, if any.
Enter the Annual Cost to Company (CTC). CTC refers to the gross salary before income tax and other deductions in a financial year.
Add any other Benefits as applicable to the employee.
Click Save and Continue.

Personal Details

Enter the following personal details of the employee:

Date of Birth
Father’s Name
PAN
Personal Email Address
Residential Address
If the employee is differently abled, select the Differently Abled Type from the dropdown.

If you’ve enabled any custom fields, you can fill out that information in the Other Details section.

Note: All personal information about your employees will be encrypted and stored in our secure servers. Read our Security Policy.

Click Save and Continue.

Payment Information

Choose how you want to pay this employee:

Payment Method	Description
Direct Deposit	Transfer the amount directly to your employee’s bank account. To use this method, configure ICICI Bank, Yes Bank, HSBC Bank, or Payouts by Zoho Payments for your Zoho ERP organisation.
Bank Transfer	Manually transfer the amount to your employee’s bank account.
Cheque	Manually issue cheques to your employees and record the payment in Zoho ERP.
Cash	Manually pay your employees in cash and record the payment in Zoho ERP.

Click Save and Continue.

The employee’s profile will be added to Zoho ERP.