Add Employees
Here’s how you can add an employee in Zoho Spend:
- Go to People on the left sidebar.
- Click Employees.
- Click Add Employee in the top right corner.
- Enter the First Name and Last Name of your employee.
- Provide a Display Name for your employee.
- Enter the Employee ID of your employee.
- Click the Gear icon next to the Employee ID field to enable or disable the auto-generation of employee IDs. Choose if you want to Auto-generate your employee IDs or Manually enter the employee IDs by clicking the checkbox and click Save.
- Enter the Email Address of your employee.
- 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.
- Check the Enroll Employee to Payroll checkbox to enroll your employees to payroll.
- Select the role with which your employee can access their employee portal from the Portal Access dropdown. Select No Access if you do not 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 Spend 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.
- Click Employees.
- Click the employee’s profile.
- Click Complete Now in the top pane.
Salary Details
- Select the Salary Templates from the dropdown.
- Enter the Annual Cost to Company (CTC). CTC refers to the gross salary before income tax and other deductions in a financial year.
- 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:
- Direct Deposit: Transfer the money directly to your employee’s bank account. You would have to configure Yes Bank or HSBC Bank for your Zoho Spend organisation to choose this payment method.
Note: Contact support@zohospend.com to enable Direct Deposit for your organisation.
- Bank Transfer: Manually transfer the money to your employee’s bank account.
- Cheque: Manually send cheques to your employees and record it in Zoho Spend.
- Cash: Manually pay your employees and record it in Zoho Spend.
Click Save and Continue.
The employee’s profile will be added to Zoho Spend.