I forgot my password. How do I recover it?

Follow the steps given below to recover your password.

  • Visit https://www.zoho.com/people/login.html
  • Click Forgot Password link to go to Zoho accounts page
  • Provide Registered Email and complete the image verification
  • Click Request;  you will receive an e-mail from Zoho Accounts to your registered e-mail address with a reset password link
  • Click the link and create a new password

You can sign in to Zoho People using the new password.

How can I reset the password of users as an administrator?

To reset the password of other users in your organization, log into Zoho Mail as administrator. 

  • Login to https://mail.zoho.com/biz/index.do
  • Click on Control Panel
  • Click on User Details on the left
  • Click on individual user's profile
  • Click on Change Password
  • Give the new(temporary) password along with your admin password
  • Click Ok

Where do I see who the other administrators are?

  • From home, go to Setup (gear icon) > Employee > Users
  • Use the filter icon to filter user based on role
  • Under Role select Admin, you will be able to see the list of administrators in your organization

Alternatively, you can create a new view to see the list of administrators of your organization. Follow the steps given below.

  • From your home page, go to Organization > Employee
  • Under the employee tab, go to the View drop-down and select create view
  • Give the view name as Admin users
  • Under Permission, define who needs to be able to see this view
  • From the list of columns, select First name, last name and other fields that are required and click the right arrow
  • Under Criteria, select the Field name as Role, Condition as Is and Value as Admin
  • Click Save

Under this view, you will be able to see all the administrators of your organization listed.

Can an Admin change the Super-Administrator of the account?

Yes, it is possible for the admin to change the super-admin.

  • From home, go to  Setup (gear icon) > Organization > Company Profile
  • Click  Modify Settings
  • Under Super Administrator go to the email field and click on 'Transfer admin rights'
  • Use the search icon to search for the other users of the organization
  • Select the email address
  • Click Save Changes

What is the difference between super-administrator and an administrator?

There are only two differences between an administrator and a super administrator.

  • There can be only one super-admin in an organization whereas, there can be more than one administrator in an organization
  • All license related emails would be sent to the Super admin's email id 

How many admins can I have in my account?

The number of admins you can have in your account depends on the plan you have purchased.

Click here to know more about plans and pricing. 

What are the major modules or functionalities supported?

  • Leave Tracker
  • Attendance Tracker (Including geo location tracking)
  • Time Tracker
  • Performance Management
  • Form customization
  • User Access Control
  • Document Management
  • Checklists
  • Approvals
  • Workflows (Reminders and email Alerts)
  • Employee collaboration
  • Integration with Third-party applications
  • Reports Integration
  • Integration with other Zoho Services like Zoho CRM, Zoho Invoice etc
  • Mobile App

How is Zoho People integrated with other applications or services of Zoho?

Integration with Zoho Invoice and Zoho Books

Zoho People Time Tracker module lets you generate bills for the jobs done. After generating the bill, you can push it to Zoho Invoice for invoicing purpose. While pushing the bill, Contacts, Tax, Invoice, Currency and Client details will be also pushed to Zoho Books.

Integration with Zoho Mail

Zoho People's integration with Zoho Mail makes it easy to sync users of Zoho Mail with Zoho People. This integration prevents time taken in adding employees one by one into your account. Any number of Zoho Mail users can be syncronized with Zoho People at one shot. 

Integration with Zoho CRM

With the help of integration, Time Tracker lets you log time for your CRM accounts. You will be able to look up for your CRM clients name from your Zoho People account. In CRM, when you go to your client list, you will be able to see the jobs done for that particular client.

Where can I set up basic details of my organization like the address, logo etc?

You can replace the Zoho People logo with your own custom logo. Your company logo will appear at the top of your Zoho People account. Your logo must be the same size as specified. Create your logo in the 80 * 55 size for the best resolution.

  • From home, go to Setup  (gear icon) > Organization > Company Profile
  • By default, Zoho People logo will be here. Click Change Logo
  • Click Choose File and select your own custom logo from your computer
  • Click Upload logo
  • Give other details like Phone number, website URL, Address etc

  • Click Submit

How do I change the time zone and date format?

  • From home, go to Setup  (gear icon) >  Organization > Company Profile > Locale Settings
  • Click Modify Settings at the bottom
  • Select the Current Locale from the drop down
  • Under Time Zone you can define your time zone
  • Click Save Changes

I want to change the way in which employee names are displayed. Is this possible?

You can have the names of the employees displayed in the four different ways as mentioned below.

  • First Name
  • Last Name
  • First Name Last Name
  • Last Name First Name

You can change this under Setup  (gear icon) > Organization > Company Profile Display Settings > Name to be displayed

How can I add users to my organization?

Users can be added to your organization using the methods listed below:

  • Add Users directly - This option is useful if you have a verified domain. You can add users directly to your organization.
  • Invite users - In this method, invitations are sent to users. Once they accept the invitation, they will become part of the organization.
  • Sync users - This method is used to importing users directly from Zoho mail, Google apps etc.
  • Import users - Using this method, you can import users from Zoho mail, google apps etc. This helps when your users are in large numbers.

What are the user roles that are configured already on the system?

There are totally five default user roles:

  • Administrator
  • Manager
  • Team Member
  • Director
  • Team Incharge

You can edit the role name of Director and Team Incharge whereas you cannot edit the role name of Administrator, Manager, and Team Member,   as they are the standard roles .

Can I import users from my existing files?

Yes. It is possible to import users from your existing files without the need to add users manually.

  • From home,go to   Setup (gear icon ) > Employee > Users > Import
  • Click Import User

  • Click upload file andclick Next

  • Map the fields, confirm the mapping and handle the duplicates if any
  • Click Next

How can I create, edit and delete departments?

To add department:

  • From home, go to Setup (gear icon) > Organization > Department
  • Click Add Department
  • Enter the department name
  • Enter the mail alias
  • Select the Department Lead  from the drop down
  • Select the Parent Department
  • Click Submit

To edit details of a department:

  • From home, go to   Setup  (gear icon) > Organization > Department
  • Click the  Edit icon  at the end of the department name that you would like to edit
  • Edit the details that are required
  • Click Submit

To delete department:

  • From home, go to Setup (gear icon) > Organization > Department
  • Click the Delete iconat the end of the department name that you would like to delete

    Your department gets deleted.

How can I create, edit and delete designations?

To add designation:

  • From home, go to  Setup (gear icon) > Organization > Designation

  • Click Add Designation
  • Enter the designation name
  • Enter the mail alias

  • Click Submit

To edit a designation:

  • From home, go to  Setup (gear icon) > Organization > Designation
  • Click the  Edit icon at the end of the designation name that you would like to edit
  • Edit the details that are required

  • Click Submit

To delete a designation:

  • From home, go to Setup (gear icon) > Organization > Designation

  • Click the Delete icon at the end of the designation name that you would like to delete

The designation gets deleted.

Where can I create holiday lists?

To create holiday lists:

  • From home, go to Setup (Gear Icon) > Organization > Holiday Calendar > Add
  • Enter Name of the holiday and the date
  • Check the box if it is a restricted holiday
  • Define if the holiday has to be a half day by checking the box
  • Select the locations for which the holiday is applicable
  • Give a description if needed

  • Click Submit

Where can I add multiple location details for the organization?

If your organization has set up office in more than one location, you will have to create multiple locations. Follow the steps given below for doing this:

  • From home, go to Setup (gear icon) > Organization> Location > Add
  • Enterlocation name and select the country
  • Enter other details like Mail alias and description

  • Click Submit

Can I disable chat for an employee?

As an administrator, you can define whether your employees need chat access or not.

  • From home, go to Setup (Gear Icon) > Organization > Company Profile
  • Click Modify settings
  • Under Chat settings ,click Disable

  • Click Save Changes

Can I disable an employee from changing profile picture?

The permission to change profile picture can be given to employees or retained with the administrator. To disable an employee from changing profile picture:

  • From home, go to  Setup (Gear icon) > Organization > Company Profile
  • Click Modify settings
  • Under Profile Photo settings click Administrator

  • Click Save Changes

How do I maintain details of non-users or temporary staff on the system?

Temporary staff can be added as Employee Profiles in your account. These staffs does not have access to the system. However, their details will be there for you to maintain their leave, personal information etc.

Where can I define the weekends and weekdays for each location of my organization?

If your organization has offices around the globe, there is a possibility that your weekends will be different according to the country in which the office is located. In this case, you will have the need to define weekends and weekdays separately for your various locations.

Week Definition:

Here you can define your weekdays based on the starting and ending days of your work week.

  • From home, go to Setup (gear icon) > Organization > Holiday Calendar > Calendar Settings
  • Under Applicable For Location, select the Location
  • Under Week definition, select the day on which the week starts
  • Likewise, select the day on which the workweek starts and ends as shown in the image below:

  • Click Update

Weekend Definition:

Here you can define your weekends. For example, if your organization doesn't work on Saturdays and Sundays, you can define it by editing the weekend definition.

  • From home, go to Setup (gear icon) > Organization > Holiday Calendar > Calendar Settings
  • Select the Location for which this weekend is applicable
  • Click Edit on Weekend definition
  • Click to mark the weekend in each week (refer image above)

  • Click Update

Calendar Year Settings

This setting lets you define your calendar year settings. You can either choose the current year as Jan-Dec or define the calendar year.

  • Go to Setup (gear icon) > Organization > Holiday Calendar > Calendar Settings
  • Select Current year if you want the January to December format
  • If you would like to define the year, select the Year Start From option and give the start and the end date

  • Click Update

How can I import or export holidays?

If you have a holiday calendar created already, it is possible for you to import the file directly into your Zoho account. Similarly, you can also export the holiday calendar that you have created.

  • To Import, go to Home > Organization  Holiday Calendar
  • Click on the ellipsis mark right after the Filter icon
  • Click Import
  • Select the Location for which you are importing the file. Select All locations, if the calendar you are importing is for all locations
  • Select Upload File
  • Browse for your file and upload it

Note:Your file should be in .ics format.

Similarly, if you click Export, your calendar gets exported in the .ics format.

  • Click Submit 

How can I create organization tree?

Organization or Department Tree is automatically created when the "Reporting To" and "Department" field values are set properly.

When you click on an Employee's name under Setup (gear icon) > Organization > Employee, you can see the 'Reporting to' and 'Department' when you click on the Employee's name.

Note: While importing the list of Reporting To, please ensure you give the emp id of the manager and not just the first name and last name.

How can I change the theme of my account?

On your home page, you will have the option (ellipsis mark)  to change your theme, as shown in the image below:

Support and Subscription

Do you offer Zoho People in other languages? How do I change my language?

Yes, we do offer Zoho People in different languages. They are listed as follows:

  • French
  • German
  • Dutch
  • Swedish
  • Portuguese
  • Italian
  • Korean
  • Spanish
  • Russian
  • Chinese
  • Vietnamese
  • Hebrew
  • Arabic

To change language in Zoho People:

  • From home, go to Zoho Accounts > Profile
  • Click the drop-down list in Language and select your preferred language
  • Click  Save

Note: Only the Tabs/Sub-tabs/Fields that are non-editable by the user will be changed to the respective language. The fields that are editable will remain the same.

Do you offer support to customers on free plan?

Yes. We offer full support for all our customers. Our technical support is available all day from Monday to Friday (IST). If you've got any questions, you can write to us at support@zohopeople.com.

How do I upgrade?

  • Click on the Subscription button at the top right corner of your home screen

You will be taken to the Subscription page where you can upgrade to the plan that you need.

  • Click 'Upgrade' on the required plan and confirm payment

Your account will now be upgraded and you will be able to see the upgrade tab on the right top corner of your home page. Click on this to go to the subscription page. You can select your plan based on your requirement.