Are you looking for an easy-to-use HR platform to manage your workforce?
Would you invest to simplify attendance tracking, employee data management, and leave administration?
Zoho People Plus is an affordable solution for businesses to streamline their HR operations.
Let’s understand how to use Zoho People in this step-by-step guide
Let’s dive in!
Getting Started with Zoho People
To start using Zoho People, sign up for an account by visiting the Zoho People website and providing the necessary company details. Once registered, log in to your dashboard and begin customizing your settings according to your organization’s needs. Here are some initial setup tasks:
- Import employee data from a CSV file or manually add employees one at a time.
- Define departments, designations, and reporting structures.
- Set up approval workflows for leaves, expenses, and other requests.
- Customize leave policies and entitlements.
- Configure time tracking rules and working hours.
- Integrate Zoho People with other Zoho applications (such as Zoho CRM, and Zoho Expense) and third-party tools if required.
Employee Self-Service Portal
The self-service portal allows employees to access their personal information, apply for leave, track attendance, submit expense reports, and more. Encourage employees to familiarize themselves with this feature to reduce manual intervention from the HR department. Some actions employees can perform include:
- Updating personal information and contact details.
- Applying for different types of leaves and viewing leave balance.
- Recording daily attendance and checking timesheets.
- Submitting reimbursement claims and tracking expense statuses.
- Accessing important documents and policy guidelines.
Time Tracking & Attendance Monitoring
Use Zoho People’s time tracking module to monitor employee work hours, create timesheets, and generate accurate payroll data. Key features include:
- Automatic clock-in and clock-out functionality via IP recognition or mobile apps.
- Manual entry options are available for remote workers without consistent internet connectivity.
- Timesheet approvals require manager or supervisor confirmation before exporting to payroll systems.
- Overtime calculations based on predefined organizational policies.
- Shift scheduling and planning capabilities.
Leave Management
Efficiently handle leave applications and approvals within Zoho People by following these best practices:
- Create multiple leave categories tailored to your organization’s requirements.
- Establish clear leave policies outlining eligibility criteria, carry forward rules, and maximum limits.
- Implement multi-level approval workflows ensuring adequate coverage during absences.
- Utilize real-time leave balance updates preventing overlapping leave requests.
- Analyze leave trends and patterns across teams to identify potential staffing issues.
Performance Appraisals & Goal Setting
Leverage Zoho People’s performance management system to set goals, conduct regular appraisals, and provide continuous feedback to employees:
- Develop SMART (Specific, Measurable, Attainable, Relevant, Time-bound) objectives aligned with organizational priorities.
- Facilitate 360-degree feedback from peers, subordinates, and managers enhancing transparency and fairness.
- Schedule recurring checkpoints to assess progress and address any deviations proactively.
- Provide constructive criticism along with positive reinforcements encouraging growth and development.
Reporting & Analytics
Generate insightful HR analytics and reports within Zoho People to make informed decisions regarding talent acquisition, retention, and optimization:
- Visualize key metrics such as headcount distribution, attrition rates, and absenteeism trends.
- Identify high-performing individuals and underperformers needing additional support.
- Evaluate training effectiveness by comparing skill sets before and after program implementation.
- Benchmark turnover ratios against industry standards identifying areas requiring improvement.
Conclusion
By utilizing Zoho People comprehensively, organizations can significantly improve their HR functions while fostering a productive and engaging workplace culture. By implementing the tips outlined above, businesses of all sizes can leverage technology to streamline administrative tasks, enhance decision-making abilities, and focus on strategic initiatives driving overall success.
Need help with Zoho People implementation or consulting? Being a Zoho authorized partner, we can help.
