Zoho People FULL Tutorial For Beginners 2024 | How To Use Zoho People

Introduction to Zoho People

Zoho People is a cloud-based HR software built to organize and streamline employee management workflows for businesses of all sizes. In this beginner’s guide, we’ll cover the key features in Zoho People in order to grasp the essentials of how this system works and how beginners can use it to simplify HR processes.

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Centralized Employee Database 

The foundation of Zoho People is its centralized employee database that stores all staff details and documentation in one secure and accessible location. As a beginner, you can add details like contact information, salary, job history, training credentials, employment contracts and onboarding paperwork for new hires. Customizable fields and data access restrictions improve organization.

Streamlined Onboarding & Offboarding 

From your first hire to future departing staff, Zoho People alleviates administrative headaches on both ends using templates to easily onboard and offboard employees. HR teams can create checklists for equipment allocation, document collection, handing over tasks and more. Bulk actions allow simultaneous status changes saving tremendous manual effort.

Managing Leaves and Time Off

Employees can log paid time off, sick days, parental leaves and other time away from work and have requests automatically routed to the right manager for approval electronically. At-a-glance calendars visualize employee availability helping managers schedule more effectively based on actual team capacity and leave liability dashboards simplify absence planning.  

Processing Payroll

Zoho People equips beginners to run payroll seamlessly by capturing attendance, leave and overtime data to calculate salaries accurately including deductions and reimbursements. Tax filing and payments across geographies become simpler with country-specific compliance capabilities. Integration with accounting tools means payroll posting and invoicing is automated too saving hours of work.

Organizational Directory and Social Intranet 

With staff details accessible from one dashboard, Zoho People makes getting answers faster. Beginners can tap into wider institutional knowledge by enabling the organization chart with reporting lines visible to promote collaboration. The activity stream and peer recognition feed also cultivates community through transparent communication.

Streamlining Claims and Reimbursements

No more stressful expense reports! With Zoho People, employees have a simplified way to digitally submit claims for corporate expenses from travel, meals, equipment and more for reimbursements or perk allowances alongside supporting documents that automatically route for manager approvals. Dashboards allow monitoring of pending and paid reimbursements for all parties.  

Performance Management 

For optimizing employee productivity, Zoho People centralizes aligned goal setting cascaded from company OKRs, appraisals tied to customized criteria, multi-rater feedback, and continuous coaching. As a beginner, you get holistic visibility into performance & engagement levels at each step from reminders to templates to determine compensation and promotions objectively.  

Lifelong Learning with LMS Integrations

Upskilling existing employees with the right training helps sustain an engaged, future-ready workforce. That’s why Zoho People integrates directly with Zoho Workplace, one of the highest-rated LMS platforms, for creating personalized development journeys based on role-based requirements. Administrators can track program completion, certifications earned and hours invested in building skills.

Employee Self Service Portal

The end goal of Zoho People is to create a convenient, centralized portal for employees to access what they need independently. Through the self-service dashboard staff can update personal details, download pay slips, request time off, submit paperwork, enroll into company-sponsored health insurance plans and benefits schemes and much more saving HR teams’ time. 

In Summary

Built as an end-to-end HR solution, Zoho People allows growing businesses to remove all friction surrounding people operations with automation and simplify policy administration drastically. Adoption only takes a few minutes and as the above overview indicates, the system brings all stakeholders onto the same page for managing a thriving, productive workforce.