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ZOHO: Empowering Businesses Worldwide
 Table Of Content
• People Introduction
• Users, Profiles & Roles
• Organization
• Leave Tracker
• Time Tracker
• Attendance
• Performance
• Files
• Announcement
• Cases
• Employee Engagement
• HR Letters
• Onboarding
 ZOHO People

Revolutionizing HR Management for a Productive

• Zoho People is a robust cloud-based human resources

management system (HRMS) designed to streamline HR
processes, enhance employee engagement, and
improve organizational efficiency.

• Features including employee database management,

attendance tracking, leave management, performance
appraisal, recruitment, training, and customizable
reporting, Zoho People offers a comprehensive solution
for businesses of all sizes.

• Its user-friendly interface, scalability, and integration

capabilities make it a versatile tool for managing various
HR functions seamlessly.
 Users, Profiles & Roles Management

• Security is the most significant part of any HRMS system.

• Users: These are employees who will have an email address and password and will be able to login to their account.
They can access their self service and perform actions such as apply leave, submit timesheets, submit self appraisal
etc.

• Profiles: Employee Profiles in Zoho People are employees (non-users) in an organization who do not have login access
to their Zoho People account. Why are Employee Profiles useful? Employee Profiles are useful for those employees
who do not need direct access to their account.

• Roles: Roles define the hierarchical structure of an organization. Users can be classified into roles based on their
permissions to add or modify users, create forms, and submit data.
Users, Profiles & Roles Management
 Organization Management – ZOHO People
Employee

• The General Role is the

default role in Zoho People,
General roles include a few
preset roles such as Admin,
Director, Manager, Team
Member, and Team
Incharge.

• All presets have customizable

access to various forms and
modules and can also be
fine-tuned at a later point
(except Admin role).
 Organization Management – ZOHO People
Department

• Functional units within an

organization. Existing
departments in your Zoho
People account can be
tagged or you can create new
departments.

• Departments are the lowest

in the organization's
hierarchy.
 Organization Management – ZOHO People
Designation

• In Zoho People, a
designation is the
official job title or
role of an employee.

• For example, a
designation could be
Sales Manager or
Support Agent.
 Leave Tracker Modules
• Managing leave is a crucial
part of HR routine and also
time consuming.

• Zoho People's Leave is a

simple and user-friendly
online leave management
module that helps you to
record, manage and keep
track of your
employees' leave details
effectively with minimised
time theft.
 Time Tracker
• Zoho People's Time
Tracker module offers a
comprehensive solution
for organizations to
efficiently manage and
monitor employee work
hours, tasks, and
projects.

• The Time Tracker

module enables
businesses to accurately
capture and analyze
employee productivity,
allocate resources
effectively, and
streamline project
management processes.
Attendance Module

Real-Time Tracking
The Attendance Module enables
real-time tracking of employee
check-in and check-out times,
promoting punctuality and
accountability.
Attendance Module
Shift Management
It allows for efficient management
of employee shifts, ensuring
optimal coverage and scheduling
flexibility.
Attendance Reports
Generate detailed attendance
reports to identify trends,
patterns, and potential areas for
improvement.

Goal Setting and Alignment
Set clear performance goals and
align them with organizational
objectives for focused efforts.
Skillset
Skillsets are particular abilities that
help to perform the job. Examples
of specific skill sets include
accounting and computer
languages.
Performance Module
360-Degree Feedback Performance Appraisals
Collect feedback from multiple Systematic and fair appraisal
sources, empowering employees process to assess employee
to gain diverse perspectives on performance and growth
their performance. opportunities.
Goals
Goals are measured ideals for
achieving desired results. They
serve as targets for performance
and are essential for determining
employee efforts.
Performance Module
 Files Module

Organization Files Employee Files

Generic documents like Documents containing

company handbooks, leave sensitive information and files
policies, and code of conduct specific to employees can be
folios can be stored in this stored under Employee Files
general repository. with increased privacy.
 Travel Module

Vendors include companies, people, and

contractors from which your company gets
products and services. They can be either direct
manufacturers or resellers.

• Manage vendor
information, contacts, products, orders &
communication.

• Build stronger relationships & streamline

procurement.

• Gain insights & make informed purchasing

decisions.
 Announcement

• Announcements makes it easy for

you to communicate with your
employees about general company
information.

• Announcements will appear on the

dashboard of employees those who
are located in the specified location.
 Cases Module
Cases Uses

Cases in Zoho People is an online help
desk that allows employees to post
questions and receive answers from
agents. It's an internal query
management system that helps
employees get answers to their queries
quickly.
Cases helps employees post their
questions under appropriate categories
and gets them answered by agents who
are assigned experts in that category. The
query, is therefore resolved in a
systematic manner.
 Employee Engagement Module

eNPS surveys

eNPS uses a 0-10 rating scale in which scores fall

into one of these three categories:
•Promoters - 9 - 10 representing positive feedback.
•Passives - 7- 8 representing neutral feedback.
•Detractors - 0- 6 representing negative feedback.

Annual Engagement surveys

In Annual Engagement all the basic details

and schedule of the survey are covered.
 HR Letter

Document Management Digital Signatures Personalized Communication

Efficiently create, manage, and store Enable secure and legally- Create personalized and impactful
various HR-related documents, such binding digital signatures for communication to engage
as offer letters and employment official HR documents and employees on various HR-related
contracts. communication. matters.
 Onboarding Module
• Zoho People's Onboarding module
streamlines the process of integrating new
hires into an organization by offering
customizable workflows, document
management capabilities, task assignment
features.
Candidate onboarding flow

A Candidate Onboarding Flow can be

created to apply the onboarding process to
candidates. It covers the basic details that
need to be filled in by the candidate. The
name of the flow can be edited by clicking
the edit(pencil)icon.
Employee onboarding flows
Employee Onboarding Flows can be created to
apply the onboarding process to a specific set
of employees. It covers the basic details that
need to be filled in by the employees and also
gives them information about the
organization, their team, and their role.