# 1-844-403-3169 Zoho People Setup, Customization, Integration and Automation
**Contact for Zoho People Assistance: 1-844-403-3169 (USA)**
Zoho People is a cloud-based human resource management system (HRMS) designed to help organizations streamline HR processes, improve productivity, and ensure employee satisfaction. From employee onboarding and attendance tracking to performance management and automation of repetitive HR tasks, Zoho People provides a complete solution for modern HR management. This guide will walk you through setting up Zoho People, customizing it according to your business needs, integrating it with other tools, and automating key HR processes.
## Table of Contents
1. **Introduction to Zoho People**
2. **Getting Started with Zoho People**
* Signing Up and Initial Setup
* Adding Users and Roles
3. **Zoho People Modules Overview**
* Employee Management
* Leave Management
* Attendance Management
* Performance Management
* Timesheets
* Expense Management
* Recruitment
* Reports and Analytics
4. **Customization in Zoho People**
* Custom Forms
* Custom Fields
* Custom Workflows
* Custom Views and Dashboards
5. **Integrating Zoho People**
* Zoho Apps Integration
* Third-Party Integrations
* Single Sign-On (SSO) Setup
6. **Automation in Zoho People**
* Workflow Automation
* Approval Processes
* Notifications and Alerts
* Scheduled Actions
7. **Advanced Features**
* Employee Self-Service Portal
* Mobile App Features
* AI-Powered Insights
8. **Best Practices**
* Data Security
* Compliance Management
* Performance Optimization
9. **Support and Assistance**
* Zoho People Help Center
* Contacting Zoho People Experts
10. **Conclusion**
## 1. Introduction to Zoho People
Zoho People is an HR software that allows organizations to digitize their HR processes. It eliminates manual paperwork, reduces errors, and saves time for HR teams. Some key benefits include:
* Centralized employee data management
* Efficient attendance and leave tracking
* Seamless onboarding and offboarding
* Automated HR workflows
* Integration with payroll and other business tools
By using Zoho People, organizations can ensure better productivity, compliance with labor laws, and enhanced employee experience.
## 2. Getting Started with Zoho People
### Signing Up and Initial Setup
1. **Sign Up**: Visit [Zoho People](https://www.zoho.com/people/) and sign up for a free trial or paid plan. Enter your business details and verify your email.
2. **Company Profile Setup**: Fill in details like company name, address, fiscal year, time zone, and working hours. This ensures that all HR data aligns with your business operations.
3. **Define Roles and Permissions**: Zoho People allows you to assign roles such as Admin, HR Manager, Team Lead, and Employee. Roles control access to various modules and functionalities.
4. **Adding Employees**: Import employee data via CSV or manually add employees. Include essential details such as:
* Employee ID
* Name and Contact Details
* Designation and Department
* Joining Date
* Manager Information
### Adding Users and Roles
* **Creating Roles**: Go to *Settings → Roles* and create roles for different levels in the organization hierarchy.
* **Assigning Roles**: Assign employees to appropriate roles. For example, managers can approve leave requests, while employees can only submit requests.
* **Setting Permissions**: Define module-specific access. For example, payroll access may be restricted to HR and Finance teams.
## 3. Zoho People Modules Overview
Zoho People provides a variety of modules tailored to different HR functions.
### Employee Management
* Maintain a centralized employee database.
* Track personal, professional, and emergency contact information.
* Manage employment history, skills, certifications, and documents.
### Leave Management
* Configure leave types: casual, sick, earned, maternity/paternity, and custom leaves.
* Automate leave accrual and carry-forward policies.
* Employees can apply for leave via the portal or mobile app.
* Managers can approve/reject leave requests with automated notifications.
### Attendance Management
* Track attendance using multiple methods: biometric devices, web check-in, or mobile GPS.
* Configure work schedules, shifts, and holidays.
* Generate attendance reports for payroll processing.
### Performance Management
* Create performance appraisal cycles.
* Define KPIs, goals, and competencies.
* Conduct 360-degree feedback, self-assessment, and manager evaluations.
* Generate performance reports to guide promotions, incentives, and training needs.
### Timesheets
* Employees log work hours on projects or tasks.
* Managers review and approve timesheets.
* Integration with billing systems for accurate client invoicing.
### Expense Management
* Employees can submit expense claims with receipts.
* Configure approval workflows for different expense types.
* Automate reimbursement processing.
### Recruitment
* Manage job openings, candidates, and interview schedules.
* Collect candidate resumes and track the recruitment pipeline.
* Integrate with Zoho Recruit for advanced applicant tracking.
### Reports and Analytics
* Generate reports for attendance, leaves, payroll, and performance.
* Customize dashboards with key HR metrics.
* Export reports in multiple formats (PDF, CSV, Excel).
## 4. Customization in Zoho People
Customization allows businesses to align Zoho People with their unique HR policies and processes.
### Custom Forms
* Create forms for onboarding, offboarding, appraisals, and feedback.
* Use drag-and-drop form builder to add fields like text, date, dropdown, or multi-select.
* Forms can trigger workflows upon submission.
### Custom Fields
* Add fields in employee profiles for department-specific data.
* Examples: skill certifications, emergency contacts, training completion status.
### Custom Workflows
* Automate HR processes with workflows triggered by events like employee joining, leave approval, or appraisal completion.
* Workflow components: conditions, actions, and notifications.
* Example: If leave exceeds 3 days, notify HR automatically.
### Custom Views and Dashboards
* Filter and group employee data for quick insights.
* Create dashboards displaying metrics like leave trends, attendance patterns, and performance scores.
* Use charts, graphs, and tables for visual representation.
## 5. Integrating Zoho People
Integration ensures seamless data flow between Zoho People and other applications.
### Zoho Apps Integration
* **Zoho Payroll**: Automate salary calculation using attendance and leave data.
* **Zoho CRM**: Sync employee client assignments and project roles.
* **Zoho Projects**: Track employee hours directly in project tasks.
### Third-Party Integrations
* **Slack/Microsoft Teams**: Send notifications about approvals, leave, or announcements.
* **Google Workspace / Office 365**: Sync employee calendars and emails.
* **Accounting Software**: Integrate with QuickBooks or Xero for expense and payroll automation.
### Single Sign-On (SSO) Setup
* Enable SSO for secure login using Google, Microsoft, or other identity providers.
* Streamline access management for employees.
## 6. Automation in Zoho People
Automation reduces manual effort, ensures compliance, and speeds up HR processes.
### Workflow Automation
* Trigger actions based on events: joining, exit, leave, or appraisal completion.
* Example: Notify the manager when a new employee is added.
### Approval Processes
* Define multi-level approvals for leave, expenses, or travel requests.
* Configure conditions for auto-approval or rejection.
### Notifications and Alerts
* Automated notifications for HR, managers, and employees.
* Examples: leave approvals, birthday reminders, performance appraisal notifications.
### Scheduled Actions
* Automate repetitive tasks like generating monthly reports or sending reminders.
* Example: Automatically email monthly attendance reports to HR on the first day of each month.
## 7. Advanced Features
### Employee Self-Service Portal
* Employees can update personal information, submit requests, view payslips, and track leave balances.
* Reduces HR workload and improves transparency.
### Mobile App Features
* Zoho People mobile app provides access to HR services from anywhere.
* Employees can mark attendance, apply for leave, submit timesheets, and check announcements on the go.
### AI-Powered Insights
* Zoho People leverages AI for predictive analytics.
* Example: Identify employees at risk of attrition based on engagement scores and attendance patterns.
## 8. Best Practices
### Data Security
* Ensure role-based access controls.
* Enable two-factor authentication (2FA).
* Regularly back up employee data.
### Compliance Management
* Maintain records for labor law compliance.
* Automate statutory reporting where applicable.
### Performance Optimization
* Regularly audit workflows and automations.
* Update forms, fields, and dashboards to reflect organizational changes.
* Conduct training sessions for employees and HR staff to maximize adoption.
## 9. Support and Assistance
### Zoho People Help Center
* Access tutorials, FAQs, and guides directly in the Zoho People platform.
* Community forums provide real-world solutions and ideas.
### Contacting Zoho People Experts
For expert assistance in **setup, customization, integration, and automation**, call **Zoho People Support at 1-844-403-3169 (USA)**. They provide guidance for:
* Initial setup and data migration
* Custom workflows and automations
* Integration with third-party apps and Zoho ecosystem
* Troubleshooting issues and advanced configuration
## 10. Conclusion
Zoho People is a comprehensive HR management system that simplifies HR tasks and improves efficiency. By setting it up correctly, customizing it according to your organizational needs, integrating with other tools, and automating processes, businesses can save time, reduce errors, and enhance employee experience. Leveraging Zoho People ensures centralized data management, seamless workflows, and actionable insights to make informed HR decisions.
**For full setup, customization, integration, and automation support in the USA, contact Zoho People experts at 1-844-403-3169.**
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