About
Designing a simplified and automated human resources management system (HRMS) structures your organization's people operations. This training will get you started with everything a beginner needs to know about how to set up your organization's process flow in Zoho People.
Who’s it for?
This training is designed for HR administrators to kickstart their journey with the basics of Zoho People. You will learn to manage your company's employee database, track leaves, regulate attendance and maintain a repository for your organization's files.
One Day : 4 hrs (including break)
Employee database
This module shows how to set up your employee details in Zoho People so you can give them access to the system.
- User addition
- Employee details import
- Employee profiles import
- Employee form customisation
Leave management
This topic covers the configurations for incorporating your organization's leave policies.
- Leave type configuration
- Balance customization
- Holidays
- Leave approvals
- Compensatory requests
Attendance
This module helps you build an attendance management system that tracks your employees' time and attendance in an efficient way.
- Shift management
- Biometric integration
- Attendance approvals
- IP and geographic restrictions
Documents management
This module will help you create a centralized repository for storing and accessing files.
- Organization files
- Employee files
- General settings
About
Designing a simplified and automated human resources management system (HRMS) structures your organization's people operations. The intermediate training will give you deeper insights on Zoho People’s features so you can manage your employees' onboarding, leaves, and attendance efficiently.
Who’s it for?
This course is developed for the HR team of your organization to gather extensive insights about the features of Zoho People. Along with managing your company's employee database, leaves and attendance, you can structure a seamless onboarding process for your employees, track time logs, build your exit policies, and automate the system completely.
Day One: 4 hrs (including break)
Employee database
This module shows how to set up your employee details in Zoho People so you can give them access to the system.
- User addition
- Employee details import
- Employee profiles import
- Employee form customisation
Leave management
This topic covers the configurations for incorporating your organization's leave policies.
- Leave type configuration
- Balance customization
- Holidays
- Leave approvals
- Compensatory requests
Attendance
This module helps you build an attendance management system that tracks your employees' time and attendance in an efficient way.
- Shift management
- Biometric integration
- Attendance approvals
- IP and geographic restrictions
Documents management
This module will help you create a centralized repository for storing and accessing files.
- Organization files
- Employee files
- General settings
Day Two: 4 hrs (including break)
Candidate onboarding
This topic covers setting up the onboarding flow for the new hires joining your organization.
- Candidate form customization
- Candidate onboarding flow
- E-sign for documents
Employee onboarding
This topic covers setting up the onboarding flow for newly converted employees.
- Employee onboarding flow
Time tracker
This module helps you design an efficient time management system that allows employees to record and track the time spent on various projects/jobs.
- Scheduler
- Billing and payroll settings
- Timesheet approvals
Automation
This topic helps you automate notifications, tasks, reminders, and updates to ensure your data is always timely and complete.
- Workflows
- Actions
About
Designing a simplified and automated human resources management system (HRMS) structures your organization's people operations. The advanced training is aimed at helping your organization’s HR team gain a complete understanding of Zoho People, so they can streamline your organization's entire people-management processes and drive your business forward.
Who it is for:
This training is designed for the HR team of your organization to gain expertise in Zoho People and streamline the daily operations. Learn to build a seamless onboarding process, manage your organization's employee database, track time logs/leaves, evaluate employees' performance, create a learning management module for training, handle queries efficiently, integrate with third-party applications and automate the system as a whole.
Day One: 4 hrs (including break)
Employee database
This module shows how to set up your employee details in Zoho People so you can give them access to the system.
- User addition
- Employee details import
- Employee profiles import
- Employee form customisation
Leave management
This topic covers the configurations for incorporating your organization's leave policies.
- Leave type configuration
- Balance customization
- Holidays
- Leave approvals
- Compensatory requests
Attendance
This module helps you build an attendance management system that tracks your employees' time and attendance in an efficient way.
- Shift management
- Biometric integration
- Attendance approvals
- IP and geographic restrictions
Documents management
This module will help you create a centralized repository for storing and accessing files.
- Organization files
- Employee files
- General settings
Day Two: 4 hrs (including break)
Candidate onboarding
This topic covers setting up the onboarding flow for the new hires joining your organization.
- Candidate form customization
- Candidate onboarding flow
- E-sign for documents
Employee onboarding
This topic covers setting up the onboarding flow for newly converted employees.
- Employee onboarding flow
Time tracker
This module helps you design an efficient time management system that allows employees to record and track the time spent on various projects/jobs.
- Scheduler
- Billing and payroll settings
- Timesheet approvals
Automation
This topic helps you automate notifications, tasks, reminders, and updates to ensure your data is always timely and complete.
- Workflows
- Actions
Day Three: 4 hrs (including break)
Performance management
This module shows you how to set various tools to measure and evaluate employee performance.
- Performance modules
- Appraisal process
- Continuous reviews
- Feedback
Learning management system
This topic covers the basics of setting up courses and training for upskilling employees in the organization.
- Courses
- Assessments
- Grading
- Approvals
- LMS integrations
Cases
This module helps you build a help desk for employees to ask their questions.
- Categories
- SLA
- Feedback
Integrations
This topic gives you insights about the integrating Zoho People with other available applications.
- Zoho
- Others
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.