Zoho People is now integrated with Zoho Sign and this means that you can send documents and contracts to get legally valid electronic signatures.
Attendance and Time Tracker reports in Report Scheduler
As a HR administrator, you always have the need to view some reports periodically. You can now use the Report Scheduler and have standard reports of Attendance and Time Tracker modules sent automatically to yourself or to any other desired recipients.
Safeguard employee relationships without any compromise in your processes. Enable anonymous feedback for your organization and facilitate employees to give feedback to each other within the department without revealing their identity.
Custom Administrator for Performance module
Give that additional safety cushion for your Performance module that contains the most sensitive data of your employees. Designate one of your administrators as the custom administrator for Performance module while assigning another role for the other administrators.
Approval Settings enhancements
Extra information is not always important. Define settings in your Approvals to restrict anyone other than approver(s) from seeing sensitive information like approver's comments.
Importing HR Files
Avoid duplication and manual work while uploading HR files for employees. Import HR files for multiple users at one go with the help of the import option and save time.
General Attendance Settings
You now have the flexibility to decide how you would like to calculate minimum hours required for the day for your employees to be marked as present. Set either Manual hours and enter your desired hours for full day and half day or let this be calculated automatically from the Shift hours.
Shift based Attendance Settings
Handling Shift based attendance settings is now easier with the help of advanced settings. You can create specific attendance settings for one or more shifts if you have multiple shifts in your organization. Not just this, you can also create different attendance settings for a single user or a group of users.
Zoho People's integration with Zapier helps to automate tasks between a wide range of acclaimed web apps in the market. This configuration helps to connect with third party apps with a free flow of data using Zaps or Workflows. No coding or scripts are required but an one-time configuration is enough to automate tasks across different apps.
With the new option in Approval Settings, requests that have been already sent for approval can be edited. You can also ensure that the approval process takes place without a hitch, because, now you can even set approvers for special scenarios where the request does not match a defined criteria or when there are no approvers available as the original approval configuration.
The payroll report gives a count of the total number of days to be paid to an employee. The loss of pay details that is obtained from this report can help you proceed with your payroll processing easily.
Custom Action is another face of Automation as it enables you to manually add specialized actions. You can add customized buttons for different actions thereby making the system more flexible and Forms more customizable.Perform varied actions like triggering mail alerts, setting field updates, downloading documents etc using Custom Action and all of these right from the record.Read More
You can now assign shifts to employees based on their locations too. Apart from this, you can also set different rates for the different shifts of your organization. Further more, you can consolidate the shift allowance amounts for an employee and utilize this data for your payroll too.Read More
Zoho People integrates with Zoho writer now for a full fledged experience of creating standard templates. Make use of the mail merge option to create templates for your HR letters like Experience letters, Proof of address etc. You can also import the template and send the document thus created for e-signature. Read More.
Like option for feeds
Internal communication just got better as the classic "Like" option is now available to like feeds, comments and other announcements.
KRA or Key Result Area
KRA or Key Result Area is simply a metric to measure the performance of employees. Next on the list after Goals and Skill sets, falls KRA as KRAs can be included in the appraisal cycle and the self-appraisal done by users. KRA steers employees to a more focused performance and helps in realizing one's own potential and standard.
Multi-rater feedbacks aid in garnering feedback on performance from individuals or indirect reviewers outside the operating team. Reviewers can get more insights on the performance of the employee with the help of feedback obtained from Multi-raters. The feedback thus obtained is also wholesome as it comes from different teams.
Create tasks and keep a track of all activities to be completed and assign task(s) to the respective employee to ensure accountability. Create workflows to have a task list triggered automatically as a result of an action. For instance, when an employee joins your organization, you can have a task list triggered with various task owners for onboarding of the employee to be completed. Read More
Now you can convert any employee to a contract/temporary employee or a non-user. A non-user will not be allowed to access your Zoho People organization account but, you can maintain their data. For instance, any external device they use such as a mobile to mark attendance or time on jobs will be captured in your account in real-time.Read More
Customised view using filters
For certain modules like Leaves, Jobs and Projects we can create custom views using filters. Similar to form views, you can drag and drop fields and set filters to get the expected results.
Shift Hours View
The attendance module gets a new Shift Hours View report. With this report, you can search and filter to view department members and their shift schedules. You can filter data of upto one week and export it to pdf and excel formats.
Set maximum log hours per employee in Time Tracker
A new option in time tracker allows you to impose a restriction on the number of log hours per day or per week. You can set the maximum number of hours that can be logged by employees in the 'Maximum log hours per day/week’option.
New pricing plan
No matter the size of your business, managing your workforce is essential. To give fledgling businesses the advantage of our HRMS, Zoho People introduces a new pricing plan. Get more features for a pocket-friendly price with the new Startup Plan.
No more marking calendars and updating excel sheets with employee shift information. The Attendance module in Zoho People is enhanced with automatic shift scheduling. With a click of a button an easy system can be created where employee shifts can be scheduled based on roles and departments and employees notified beforehand about the change in their shifts. You can rotate shifts periodically with the automated scheduler. Conflicts in shift assignments can be resolved easily as the system flags an error when an employee is assigned to more than one shift at a time.
Weekly and monthly views of attendance in full detail is now available on Android and iOS. Check your attendance details for any week or any month in a year. A shortlist of your leaves (weekly or monthly) and number of days that you were present are shown too. And, to keep it simple, the app lets you check in or out from the same page where you can view your attendance. You also won't lose important updates as you have access to the notification feed on the same screen.Read More
Earlier, record templates would allow you to edit areas in the template like name before sending out to the employees. With the new record template attachment feature, you can include record templates right within your workflows. For instance, to automatically send salary slips to employees every month, you can add a record template (selecting the employee ID) in the workflow that triggers an email to employees every month with their salary slips.Read More
Normally, filters are used to trickle information into categories for easier processing. With a lookup filter, it is a tad different. Adding lookup filters to a form enables the administrators to provide a restricted view for employees when inputting in a form. For example, a training form with a lookup filter allows employees to only see the training sessions according to their eligibility and select accordingly. These restrictions keeps it simple for the employee and restricts them from applying to closed or non-eligible training sessions.Read More
With the enhancement to Self Service, it’s easier now to view all your data and perform multiple actions from a single location instead of accessing the respective modules to complete the actions.
Scheduled shift mapping
Shifts has been enhanced with methodical functionalities. Earlier, you could only define shifts and map employees and now, with the enhanced shift management, you can create scheduled shifts for a period along with specific shift based holidays and weekends. The smart system also alerts you if conflicting shifts are mapped to any employee and allows you to resolve immediately.
Get over the hassles of remembering to update fields and records; Zoho People introduces the scheduler to get it done for you. It is particularly useful to have fields or records updated on a scheduled date. For instance, if your organization needs to update salaries of employees each month based on their reimbursement submissions, you can use the scheduler to update their records automatically, each month, on a given date.Read More
Approval Configuration using employee fields available within a form
With our new nifty feature, a lookup field in a form can get you to select an approver faster. A lookup field will be listed with all employee names from which you can select an individual who is eventually considered as an the approver. This feature gives you the privilege to select an approver dynamically from any lookup fields.
Mark your attendance through Time Tracker
Time Tracker gets smarter with a new addition. You can now integrate time tracker with the attendance module which means that employees can simply log time using the Timer and once submitted it gets recorded as the attendance for that day.
Check your Feeds on Mobile
Feeds have gone mobile! Feeds are now introduced in the Zoho People mobile app so team coversations and collaboration happen on the go. On mobile feeds, approvers have the option to view an employee's records (e.g. leave balance, timesheets, travel record) before approving or rejecting requests, which can be done in a single click. You also receive instant notifications while multi-tasking across apps so you don't miss important feeds.
Introducing a new addition to holidays. You can now add Restricted holidays in your holiday calendar, for all regions. With the new feature, you can limit employees from taking more than the stipulated number of restricted or optional holidays. For instance, if you allow employees to take only three out of seven restricted holidays in a year, they can only apply for three restricted holiday leaves.
Subordinates only permission
Permissions in Zoho People has a new addition termed "Subordinates only". This new addition to permissions gives more power to administrators to enable access for heads of teams to view and manage subordinate data but not their own.
Compensatory off management
Compensatory leave management is introduced in Zoho People as a system defined leave-type. Organizations can now track an employee's working hours on non-business days to be compensated in the form of leaves, in the future. Compensatory off requests can be sent to managers for approval. Additionally, you can enable employees to add a comp off record manually from the leave tracker or have it automated using the scheduler. The scheduler automatically converts TOIL days to a compensatory off request.
This feature in Zoho People is the most needed and the most helpful feature for both the employees and the HR. For the employees, they can correct their own attendance time whenever it's needed with their manager's approval. The approval to the manager gets automatically triggered, so that the HR doesn't get any additional work to correct the attendance time. If the employees are using only the web check-in and check out option there are a lot of possibilities to forget either check-in or check out at times. In that case, the employees can raise the attendance regularization approval requests to correct their attendance hours.Read More
Employee absence has a huge impact on any organization and our Zoho People provides you the best way to overcome this problem by introducing the feature called "Absent Scheduler". It pushes the absent entries of the employees from the attendance module to the leave tracker module. The employees can convert the absent leave type entry into other leave type entries configured and a workflow can also be triggered to send a mail notification about his/her absence. Moreover, you can schedule the absent scheduler with respect to any particular location, roles, department, designation or user. This reminds the employees about applying for a leave and an automated e-mail notification can also be triggered by configuring a workflow using our automation module. This feature helps you to manage leave policies so you can minimize compliance risk. And in addition, you can also identify workers with attendance issues so you can improve workforce productivity. Read More
Now our Zoho People's formula fields are very much advanced since the date and time function gets automatically updated daily. We have enhanced our formula expressions by four types of built-in functions such as Numeric, String, DataTime and Boolean functions, additional supported field types and increased the number of operators. The administrators can create and make use of these formula expressions for multiple use cases like updating salary details, calculating reimbursements, work experience, age etc.,Read More
Zoho people has now come up with an extra added functionality in view sharing. Initially you were only allowed to share the views with all of your employees, but now you have an option to share a particular view either to all of the employees in your organization or to a specific user or department or location or role and notifications will be sent to them through feeds. This functionality helps the administrators to share the views to corresponding employees.Read More
On Users Import page, Zoho People now offer you to import users directly and this feature is very much useful when there are many employees in your organization. All you need to do is to select the file and the domain which has to be imported in order to import the respective the domain users. Read More
An important additional feature is added in the leave tracker with regards to new joiner entitlement details
It's now possible to set the restrictions for the new joiner based on the date of joining and leave count for the month in addition to the other functions such as calculated employee's leave report from the date of joining, provide business days which will consider only the business days (i.e. working days) and will exclude all other holidays like festival holidays, weekends etc., provide calendar days, which will count all the calendar days, including the business days, holidays and weekends. Moreover, give an initial value, during the probation period, which is very helpful for the newly joined employees who may not be allowed to avail the maximum leave count until he/she completes the probation period.Read More
You can now able to do a bulk import to import jobs or projects or clients from the Zoho CRM Account or CRM Contact or CRM Potential. This way, you can quickly import and add bulk users with ease.Read More
On demand from quite a lot of customers, we have added one more currency type INR to our subscription type apart from the USD. Read More
Successful and failed webhooks - Zoho People provides you a list of successful and failed webhooks along with details, for a better understanding of the error messages.
The successful and failed webhooks are listed with details such as webhook name, form name, associated record, latest invoke time, redo an action and the response message.Read More
Multi-select lookup field - Creation of multiple selection list and check box list is now possible with Zoho People's form customization.
Using this feature, you can select multiple employees in the same form. This saves you time instead of adding single entries in each form. For example, multiple employees travel abroad for conferences. The staff at the travel desk can create a sinlge form, using multi-select lookup field and select multiple employees simaltaneously.Read More
Time Tracker API - Our Zoho people's time tracker API is one of the most important and highly expected feature that lets you manage clients, projects, jobs, time logs, timer, timesheets and general settings in the time tracker module.
The functionality of using the time tracker API is as follows: Client API is used to get the list of clients, to add, to modify and to delete the clients. Project API is used to get the list of projects, to add, to modify, to change project status and to delete the projects. Job API is used to get the list of jobs and job details, to add or assign, to modify, to delete, to change the job status and to check add job permission. Time log API is used to get time logs, to add, to modify and to delete the time logs. Timer API is used to start a new timer, to pause/resume an existing timer, to get a current running timer, to get, to add and to delete the comments for a timer log. Timesheet API is used to get timesheet, to create, to modify and to delete the timesheet. General settings API is used to get the general settings of the time tracker.Read More
This report is color-coded for Absent, Present, Leave, Holiday, Weekend, Half day Present and Half day Leave. Using filters, you can generate monthly reports for a specific department, location, employee name, specific date period and employee profiles. You can also export a monthly report in the XLS format. Read More
Add user directly - Zoho People now lets you add users directly to the organization once the domain verification is complete.
This method is easy and time-saving for the administrators. It eliminates the extra step of sending invitation mails to the users and you need not wait for them to accept the invitation to become an active user of your organization.Read More
Zoho People let you embed Forms in your website, wiki or blogs just by pasting the embed url of the form. The embed forms with login access will be a private URL and provides access to the embedded form, only by login.Read More
Date based action - Until field - The date based action feature is now upgraded with the addition of the "Until" field where you configure settings to send reminders automatically to employees until an event is executed.
Once configured, the workflow gets executed automatically based on the start date until the end date. Now it becomes easy for you to remind your employees until their training date and time through Email.Read More
Localization - Zoho People is now extending its service by localizing the user interface for the following languages:
Hebrew, Spanish and Vietnamese. Zoho People is already available in Arabic, French, German, Dutch, Swedish, Portuguese, Italian, Korean, Russian and Chinese.
Mobile App for Zoho People - Using this app you can stay connected to your organization from anywhere and anytime.
To quickly access your organizational employee directory, instant check-in and check-out, log time at once and to apply leave immediately right from within your Apple or Android mobiles. Read More
Field Update - The field gets updated automatically with the new values in the related form when the corresponding rule is triggered.
To automatically update the value in the related form by selecting or providing the specific lookup value in the form. This feature is very useful to avoid manual value entries in the related forms and thus saves time.Read More
Reminders now are replaced with advanced Date Based Action. This date based execution option lets you pick a date field from a record in the form and allows you to define the date and time for the rule to be triggered. You can save time using this feature since it is not necessary that the records should be created or edited for the Workflow to get triggered. This feature is available for all of the Free, Standard and Enterprise plan users. Read More
IP Restrictions: To enable additional security to the accounts by which the users are allowed only from the defined IP ranges.
Using Zoho People IP Restrictions, an administrator can select specific modules such as Time Tracker, Attendance, File Cabinet or select all modules to setup IP range. In addition, an administrator can also define IP restrictions for a specific or all Roles, Department, Designation, Location and Users in the organization. This feature is very useful when the administrator needs to restrict the user from accessing organizational services outside the specified IP scope. Read More
Admin Operations - To authorize permission to your organization users for administering specific module and data administration of specific module/form.
This feature is helpful when the administrator wants to give full rights or admin access to the user for any specific module and specific form. The user becomes the owner of the module, forms and can access, change any data settings and configure settings. Read More
It is one advanced feature when compared with Reminders. Unlike Reminders, this feature helps to trigger the Workflow only given an Action like Create or Edit with specific Execution Time. The highlight of the feature is to create a one time alert to the employees about the task at a specified time. You can configure Mail Alerts, Checklist and Webhook list according to the need. Read More
With the help of Webhooks, you can easily communicate with the third-party services by sending instant notifications every time when an action is performed in Zoho People account. It is fully automated and synchronizes data in real-time!Read More
Zoho People offers you a great online workflow automation tool that automates all your HR processes, while eliminating most of the manual administrative work. It lets you preset and customize the workflow and gives you full access control to the administrative processes. A Workflow will automatically trigger a Checklist, send Mail Alerts and execute a Webhook - simultaneously!Read More
Feeds keep you well informed of the latest activities that's currently happening or has happened in your organization. It instantly notifies you of your approvals, job assignments, alerts, announcements, reminders and more. Feeds streamlines communication between users for an effective and real-time collaboration! Read More
One of the most requested features is finally here! You can now create multiple approval processes, set various criteria and configure multi-level Approvers for each individual form. You can also enable the system to auto approve / reject the form as per your requirement.Read More
Time Tracker module now gets enhanced with more business-effective features. In addition to the Manage Jobs and Time log features available, you can now create timesheets for time logs, configure multi-level approval process, approve/reject specific logs or all logs at once, generate bills for billing purpose and use time log data for payroll processing! Read More
It's time to turn your iPhone and Android devices into a mobile attendance system. The app lets you mark your attendance directly from your iPhone, iPad and Android devices, in just a snap. To prevent any misuse, you can set IP restriction and control employees from marking attendance outside the specific IP range. Read More
The native app of Zoho People is now available for Android too! With this app, you can mark attendance, search buddies on the go, call, text and email colleagues right from your mobile - anytime and from anywhere! Read More
In addition to the drag & drop option available, we bring to you the new functionality of form customization - Clone Form. Yes! You can replicate an existing form by simply cloning it, without spending much time. Not just that! After cloning a form, you can also add, edit or even delete fields as per your requirements. That's icing on the cake! Isn't it? Read More
Templates - Custom Templates for Forms
Now, you don't have to type template messages every time to send alert and notification emails. Simply create your own custom templates for the forms and use them in Mail alerts, Approvals and Reminders - instantly!
Connect and collaborate with your colleagues on-the-go from your iPhone or iPad. Search for members by department, name, email ID, blood group and even based on tags. Simply swipe over a contact to call, text and email directly from your iPhone! The Zoho People iOS app is "free" and you can download it from the iTunes' App store Read More
Reminders - Don't Miss Out on Any Important Dates
Sending reminders about upcoming tasks and events can certainly be a tiresome job for HR staffs. But, with Zoho People, it doesn't have to be. Set reminder for individual records like appraisals, birthdays, end of probation etc., and get notified about the next upcoming task automatically. Never forget an important date or event again!
Attendance Management System - Automated Employee Attendance Tracking System
Zoho People's much awaited Attendance Management System is here! Forget about the tedious task of tracking attendance on a paper or spreadsheet. Simply configure Zoho People's Attendance Management System and track your employees' attendance online. With that, enjoy the benefits of an automated attendance tracking system with the added convenience of IP restriction, user ID mapping and visually appealing graphical attendance report!
File Cabinet - Safekeep all your HR Files Online
You don't have to spend time to organize those piles of files anymore! Now with Zoho People's File Cabinet, you can easily manage and organize all your company and personnel files online, in just a single click. Store and share files securely with individuals or with group of users. It highly protects the privacy and confidentiality of the files and documents.
Employee Favorites List - Mark your Favorites
Introducing a cool new feature - Favorites List! A Favorite employee is someone you frequently contact in your organization. Simply tap the star on the employee profile to mark it as favorite. Once you've marked an employee as favorite, you'll be able to access it any time from the 'Favorites' tab under 'Home'.
Department Leave Calendar - Know who's in and who's out
The latest release of Department Leave Calendar makes it easy for you to track your department members' schedules right from your desk. Know who's in and who's out of office. Schedule meetings, events and appointments based on the availability of your team members.
Zoho People now supports Multi-level Approval! It enables you to approve or reject a form request at multi-levels, based on your organization hierarchical structure. Not just that! There are 7 unique approval actions available to choose from. You can select the 'Approver' as per your requirements Read More
Seamless User Import - User Import made easy with Zoho Mail
We have revamped our user import feature to make things simpler for you. You can now import large chunk of user base from Zoho Mail to Zoho People seamlessly and quickly. A Huge Time Saver!
Leave Tracker now has a new look! We have considered all your great feedback and enhanced our leave tracker module. You can apply for leave online, receive approvals, customize leave types, track leave balances, set restrictions for each leave type, generate leave report and much more. Read More
Time Tracker helps you to log and keep track of your employees’ time and work anytime, and from anywhere! You can record all the billable and non-billable work items on a daily and weekly basis. It gives you accurate reports of how much time you spend on jobs. Read More