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setup-guide - zp-setup-guide

This setup guide provides step-by-step instructions for configuring Zoho People for your organization, covering essential areas such as organization settings, user addition, leave management, attendance, and file management. Key sections include filling in basic organization details, adding users through various methods, and customizing leave policies. The guide is designed to help administrators efficiently set up and manage their organization's HR processes using Zoho People.

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vsidharthwk
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© © All Rights Reserved
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5 views

setup-guide - zp-setup-guide

This setup guide provides step-by-step instructions for configuring Zoho People for your organization, covering essential areas such as organization settings, user addition, leave management, attendance, and file management. Key sections include filling in basic organization details, adding users through various methods, and customizing leave policies. The guide is designed to help administrators efficiently set up and manage their organization's HR processes using Zoho People.

Uploaded by

vsidharthwk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 44

SETUP GUIDE

02

CONTENTS

Introduction
Getting Started 3
Organization Settings 6
Adding Users 16
Setting up Leave 25
Setting up Attendance 33
Setting up Shifts 37
File Management 40
Services 42
03

INTRODUCTION
This guide is intended to help you set all the basic details of your organization to have Zoho
People up and running. Setting up these steps is crucial to benet from Zoho People. With this
easy step-by-step guide, you can set up your organization in Zoho People with great ease.
05

GETTING STARTED
Fill in your basic organization's details to get started - company name, portal name, mobile
number and timezone.

Once you have entered the details you will land on the Getting Started page.
Here you can view the overview video - both Admin and Employee to gain a better under-
standing on the product.

Now let us look at the important modules that we need to set up in Zoho People.

All steps in setting up your organization happens under Settings. The Settings tab is only
visible to the Administators of your organization , typically your Human Resources team and
the Top Management team.The Setting tab will not be visible in other employee's account.
07

ORGANIZATION SETTINGS
Other Settings that can be done:

1. Email Settings - The default from address for your organization

2. Location and time zone

3. Display Settings - How the names of your employees should be displayed , the date format
and the time format

4. Prole Photo Settings - should the employee or the admin be the able to set the prole photo

5. Chat Settings - should the chat bar be visible or not within Zoho People

6. Notication Settings - should all notications through mail or feeds be enabled or disabled
within Zoho People

Click on Modify Settings to make any changes you need and click Save to have your changes
saved.
16

ADDING USERS
Once you have set up the organizational details, the next important step is to add your employ-
ees into the account. There are 3 methods to add users to your account.

I - VERIFIED DOMAIN:
You can sign up for a Zoho People account using either an organization account or a general
account.
23

ADDING USERS

Syncing with other Services:


You can add users to your Zoho People account, synchronizing with other services like Zoho
Mail, G Suite, and Oce365. To do so, follow the steps below.

To sync with Zoho Mail,

1. Go to Settings > Organization > Users

2. Click Sync and select Import from Zoho Mail


3. Search or select the users and click Import User

The user will be added to your Zoho People account and you can view them under
Employee > Users.

To sync with GApps,

1. Go to Settings > Organization > Users

2. Click Sync and select Import from GApps


3. Select the users and click Import User

The user will be added to your Zoho People account and you can view them under

Employee > Users.

Note: Users will need to register with Zoho People using the same email address they used to
register for G Suite.
If your organization domain is veried, the users can become part of the organization once you
import them from G Suite. If your organization domain is not veried, the users will be prompted
to create a Zoho account.

Note: You need to install Zoho People app from the Google marketplace to use this function.

To import from Oce365,

1. Go to Settings > Organization > Users

2. Click Sync and select Import from Office365


3. Select the users and click Import User
29

SETTING UP LEAVE
Points to Note:
The Report Conguration option lets you choose how users can see leave summaries and their
leave balances.

Note: Absent and Compensatory-O leave types are available by default.

Customizing leave policies:


This option is useful if you would like to tailor the policy for one or a specic set of employees.

To customize a leave policy,

1. Go to Leave > Settings > Customize Policy

2. Select the policy you want to customize


3. Make the changes and click Submit

Customize leave balance :


This option is useful when you want to change the leave balance for one or a specic set of
employees.

To customize leave balance,

1. Go to Leave >Settings > Customize Balance

2. Click Customize
3. Select the employee's name from the drop down
4. Make the changes and click Submit

Importing Leave Balance :


Leave balance from one system to another can be imported in Customize Balance.

To import leave balance,

1. Go to Leave > Settings > Customize Balance

2. Click the ellipsis icon


3. Select Import
4. Import the le in the below given format

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