Zoho People Plus is a cloud-based human resources management system (HRMS) that is designed to streamline HR operations and enhance workforce productivity. It offers a range of features that enable businesses to manage their HR functions effectively, including employee information management, attendance and leave management, performance appraisal, training and development, and payroll management.
Zoho People Plus also provides advanced analytics and reporting capabilities that allow businesses to gain insights into their HR operations and make data-driven decisions. Additionally, it offers integrations with other Zoho apps, such as Zoho CRM and Zoho Books, as well as third-party applications, to provide a comprehensive solution for managing all aspects of HR.
Below we have all the modules and services listed :
Time Off : Time off allows businesses to easily track and manage employee leave requests and approvals. The Leave Tracker feature streamlines the leave management process, reducing administrative burden and improving compliance with leave policies.
Timesheet : Timesheet module allows businesses to track and manage employee time and attendance data. The Attendance module can help businesses streamline their attendance management processes, reduce errors and discrepancies, and ensure compliance with labor laws and regulations.
Performance : Performance Management module allows businesses to effectively manage employee performance, set goals, and provide continuous feedback and coaching. The Performance Management module can help businesses improve employee engagement, productivity, and retention.
Files : Files module allows businesses to store, manage, and share files securely with their employees. The Files module can help businesses streamline their document management processes and ensure that employees have access to the right files at the right time.
Organization : Organizational Management module allows businesses to manage their organizational structure, employee roles and responsibilities, and reporting relationships. The Organizational Management module can help businesses streamline their HR processes and ensure that employees are aligned with the organization's goals and objectives.
Travel : Travel Management module allows businesses to manage their employees' travel requests, expenses, and reimbursements. The Travel Management module can help businesses streamline their travel processes and ensure that employees have a seamless travel experience.
Administration : Administration module is used by admins to perform admin related tasks.
Announcement : Announcements module allows businesses to communicate important news, updates, and announcements to their employees. The Announcements module can help businesses improve their internal communication and ensure that employees stay informed about the latest developments in the organization.
Cases : Cases module allows businesses to manage employee inquiries, issues, and requests in a structured and efficient manner. The Cases module can help businesses improve their employee support and service, ensure timely resolution of issues, and track the performance of their support team.
LMS : Learning Management System (LMS) module allows businesses to create and deliver training programs to their employees. The LMS module can help businesses improve their employee skills and knowledge, ensure compliance with industry regulations, and track the progress of their training programs.
Employee Engagement : Employee Engagement module can help businesses improve employee satisfaction, retention, and productivity. This module provides several features and tools that allow businesses to measure, analyze, and improve employee engagement levels.
HR letters : Zoho People Plus provides a HR Letters module for generating HR letters and documents, which can save time and effort for HR professionals and managers. This module includes various templates for different types of HR letters, such as offer letters, appointment letters, experience letters, termination letters, and more.
Onboarding : Onboarding module helps businesses streamline and automate their employee onboarding processes. The module provides a centralized platform for businesses to manage and track their onboarding tasks, documents, and compliance requirements.
Escalation Management : Escalation Management module helps businesses manage their escalation processes and ensure timely resolution of critical issues. The module provides a centralized platform for businesses to track, monitor, and escalate their issues based on their severity and urgency.
The "Home" tab in Zoho People Plus serves as the default landing page when you log in to your account. It provides a quick overview of your HR data and allows you to access different modules and features in the system. Here are some of the key features of the Home tab:
Dashboard: The Home tab features a customizable dashboard that displays your most important HR metrics, such as headcount, employee turnover, and pending tasks. You can customize the dashboard to show the data that is most relevant to your business.
Quick Actions: The Home tab allows you to perform quick actions, such as adding a new employee, creating a new service, or submitting an expense report. You can access these actions from the "Quick Actions" menu on the right-hand side of the page.
Recent Items: The Home tab displays a list of your recent HR activities, such as employee onboarding, performance reviews, and leave requests. You can click on any item to view its details and take further action.
Reminders: The Home tab displays reminders for upcoming HR tasks, such as employee birthdays, work anniversaries, and contract renewals. You can customize the reminders to suit your business needs.
Newsfeed: The Home tab features a newsfeed that displays the latest HR news, updates, and announcements from Zoho People Plus. You can also use the newsfeed to communicate with your team members and share important HR information.
Overall, the Home tab in Zoho People Plus provides a centralized location for you to manage your HR tasks and stay up-to-date on your HR data.
Zoho People Plus offers a self-service portal that allows employees to access and manage their own HR information without needing to go through the HR department. Here are some of the key features of the self-service portal:
Personal Information: Employees can view and update their personal information, such as contact details, emergency contacts, and personal documents.
Time and Attendance: Employees can view their attendance records, apply for leave, and track their time-off balances.
Payroll and Benefits: Employees can view their payroll information, including pay stubs, tax information, and benefits enrollment.
Performance Management: Employees can view their performance objectives, feedback, and performance history.
Training and Development: Employees can access their training records, view available training courses, and enroll in new courses.
Communication: Employees can use the self-service portal to communicate with their managers and colleagues, request information, and provide feedback.
Mobile Access: The self-service portal is also available as a mobile app, allowing employees to access their HR information on-the-go.
By providing employees with access to their own HR information, the self-service portal can help to improve HR efficiency, reduce administrative tasks, and enhance employee engagement. It also empowers employees to take ownership of their own HR needs, which can lead to a more positive and productive workplace culture.
Zoho People Plus provides a comprehensive leave tracker module that allows you to manage and track your employees' leave requests and balances. Here are some of the key features of the leave tracker:
Leave Types: You can set up multiple leave types, such as sick leave, vacation, and personal days, each with its own accrual policy, eligibility criteria, and approval workflow.
Leave Balances: The leave tracker automatically calculates your employees' leave balances based on their accruals, usage, and carryovers. You can view the balance of each leave type for each employee, as well as the total leave balance for the entire organization.
Leave Requests: Employees can submit their leave requests online through the self-service portal, which can then be approved or rejected by their managers. You can configure different approval workflows for different leave types, based on criteria such as the leave duration, the employee's seniority, and the manager's availability.
Leave Calendar: The leave tracker provides a visual leave calendar that shows the scheduled leaves of all employees, making it easy to plan and schedule work assignments.
Reports: You can generate various reports and analytics based on your employees' leave data, such as leave balances, leave requests, leave trends, and leave liability. These reports can help you make informed decisions about your workforce planning and resource allocation.
Overall, the leave tracker in Zoho People Plus can help you streamline your leave management process, improve your compliance with labor laws and regulations, and enhance your employees' work-life balance. It also provides greater transparency and visibility into your employees' leave data, enabling you to make data-driven decisions about your HR policies and practices.
How to Access and Manage Leave Tracker on Zoho People PlusNote :- First level of leave approval should be from Reporting Manager and then Reporting HR
Zoho People Timesheet is a feature within Zoho People, a comprehensive human resources management system. The Timesheet module in Zoho People allows employees to track and record their working hours, enabling accurate timekeeping and streamlined payroll processing. Here are some key features and benefits of Zoho People Timesheet:
Time Tracking:
Employees can easily record their daily working hours, breaks, and time-off.
Timesheets can be customized to accommodate various shift patterns and work schedules.
Real-time tracking ensures accurate and up-to-date records of employee attendance.
Project-Based Time Tracking:
Timesheets can be linked to specific projects, enabling project managers to track time spent on each project.
Project-based timesheets provide valuable insights into project costs, resource allocation, and productivity.
Overtime and Leave Management:
Zoho People Timesheet allows employees to track overtime hours worked, ensuring compliance with labor regulations and accurate payroll calculations.
Leave requests and approvals can be integrated with the timesheet module, providing a holistic view of employee time off.
Approval Workflow:
Timesheets can go through an approval workflow, ensuring that managers review and approve employee hours.
Managers can review and edit timesheets, add comments, and make necessary adjustments before final approval.
Integration with Payroll:
Timesheet data seamlessly integrates with payroll processing, reducing manual data entry and ensuring accurate payroll calculations.
Integration with Zoho Payroll or third-party payroll systems streamlines the payroll process and minimizes errors.
Reporting and Analytics:
Zoho People provides comprehensive reporting and analytics capabilities for timesheet data.
Managers can generate reports on employee attendance, project hours, overtime, and leave balances for effective decision-making.
Mobile Accessibility:
Zoho People Timesheet is accessible via mobile apps, allowing employees to track their working hours on the go.
Mobile accessibility improves convenience and ensures accurate time tracking, even for remote or field-based employees.
Compliance and Data Security:
Zoho People adheres to industry-standard security protocols to protect employee data.
Compliance features such as data encryption, access controls, and user-level permissions ensure data privacy and regulatory compliance.
Customization and Scalability:
Zoho People Timesheet can be customized to align with your organization's specific requirements and workflows.
The system is scalable, accommodating the needs of small businesses as well as large enterprises.
Seamless Integration with Zoho Suite:
Zoho People Timesheet seamlessly integrates with other Zoho applications such as Zoho CRM, Zoho Projects, and Zoho Analytics, providing a unified ecosystem for efficient business management.
Zoho People Timesheet simplifies time tracking, improves accuracy, and streamlines payroll processes within an organization. Its comprehensive features and integration capabilities make it a valuable tool for managing employee attendance, project hours, and leave management, ultimately leading to increased productivity and streamlined HR operations.
ZOHO Timesheet OverviewZoho People Plus offers a performance management module that allows you to manage your employees' performance, set goals, track progress, and provide feedback. Here are some of the key features of the performance management module:
Goal Setting: You can create SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) for your employees, align them with your company's objectives, and track progress towards achieving them.
Performance Reviews: You can conduct performance reviews periodically or on an ad-hoc basis, and evaluate your employees' performance against the predefined goals and KPIs (Key Performance Indicators). You can also provide feedback and suggestions for improvement.
360-Degree Feedback: You can gather feedback from multiple sources, such as peers, subordinates, and managers, using the 360-degree feedback mechanism. This helps you get a more comprehensive view of your employees' performance and identify areas for improvement.
Performance Analytics: The performance management module provides a range of reports and analytics, such as performance summaries, goal progress, performance trends, and feedback analysis. You can use these reports to monitor your employees' performance, identify trends and patterns, and take data-driven decisions.
Learning and Development: You can create personalized learning plans for your employees, based on their performance reviews, feedback, and career goals. You can also track their progress towards achieving the learning goals and provide support and guidance.
By using the performance management module in Zoho People Plus, you can foster a culture of continuous feedback and improvement, align your employees' performance with your company's goals, and enhance their skills and competencies. You can also use the performance data to identify high-performing employees, reward them, and retain them.
Performance and Appraisal : Employee :
Performance and AppraisalAppraisal Cycle Initiation : HR :
How to Initiate Appraisal CycleAppraisee View : HR and Project Manager :
Inside Performance Service -> Appraisee View , we can check the appraisal cycle status of our reportee .
Zoho People Administration is a feature used by admins to perform admin related tasks. The Zoho people Administration module allows admin to maintain and manage access , benefits and assets provided to the employee by the organization using Asset , Benefit and Access Management feature under the category Forms.
Asset - In this section, the administrator manages and maintains the records of the assets provided to employees by the organization using Add Record button.
Information Pop Up-Whenever you click on Add Record button , an information pop up will open up . You need to enter Employee Id as the ID of the employee to whom assets are being allotted. Asset ID as the asset that is allotted to the employee, Asset name as the name of the asset allotted, Type of asset as the type of asset allotted by choosing the type from the dropdown menu , Given date as the date when the asset is allotted to the employee, Return date as the date the employee is submitting the asset, Asset details are the details of the asset that is allotted to the employee.
Benefits - In this section, the administrator manages and maintains the records of the benefits provided to employees by the organization using Add Record button.
Information Pop Up-Whenever you click on the Add Record button , an information pop up will open up. You need to enter Employee ID as the ID of the employee to whom benefits are being provided by the organization. You need to record if any allowance or other benefit is being provided by the organization to the employee in terms of Lunch, Education Allowance, Housing Allowance or Medical Insurance in the defined field.
Access Management -In this section, the administrator manages and maintains the records of the access provided to employees by the organization using Add Record button.
Information Pop Up-Whenever you click on the Add Record button , an information pop up will open up. You need to enter Employee ID as the ID of the employee to whom access are being provided by the organization for the Application/Service. You need to select Application from the drag down menu on which you're providing access to the employee. You need to enter Role/Access Level you're providing according to the designation of the employee. You need to select Minor Access from the drop down menu to select either access is given or not required.
Escalation Management Service is used by HR to manage all the escalations . Project Managers and HR can initiate escalation mail . After the mail is initiated the escalation needs to be registered under that employee .
How to Manage EscalationsZoho People Plus provides a range of reporting features that help you track and analyze your HR data, and make informed decisions. Here are some of the key reporting features in Zoho People Plus:
Standard Reports: Zoho People Plus comes with a wide range of standard reports, such as employee details, attendance, leave, payroll, and performance. These reports provide you with an overview of your HR data, and help you identify trends and patterns.
Custom Reports: You can create custom reports in Zoho People Plus, using the drag-and-drop report builder. You can choose from a range of data fields, apply filters, and customize the report layout and format. This allows you to generate reports that are tailored to your specific needs and requirements.
Dashboards: Zoho People Plus provides customizable dashboards, which allow you to track your key HR metrics in real-time. You can choose from a range of widgets, such as charts, tables, and lists, and configure them to display the data that is most relevant to you.
Scheduled Reports: You can schedule reports to be generated and emailed to you automatically, at a specified frequency (such as daily, weekly, or monthly). This helps you stay on top of your HR data, without having to manually generate reports each time.
Data Export: Zoho People Plus allows you to export your HR data to a range of formats, such as CSV, PDF, and Excel. This enables you to use the data in other applications, or to share it with your stakeholders.
By using the reporting features in Zoho People Plus, you can gain insights into your HR data, track your key metrics, and make data-driven decisions. You can also use the data to identify areas for improvement, measure the effectiveness of your HR programs, and optimize your HR operations.
How to Access Reports and Analytics on Zoho People Plus