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hello and welcome to our overview of
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Zoho people fire. in this video we'll
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explore its key features with the look
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and feel of the
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software Zoho people is a comprehensive
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cloud-based HR management software that
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provides Consolidated and highly secure
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HR tools for all
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businesses with endtoend customizations
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intelligent Automation and employee
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Centric features the tool offers a great
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HR experience for everyone in the
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organization it is also available as a
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mobile application and supports over 22
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languages this video will follow an
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administrator's point of
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view Zoho people consists of over 12 HR
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Services making it a One-Stop solution
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for all your HR needs by a default
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administrators will have access to all
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the services available for your
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subscription when you log into to your
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Zoho people account you will be on the
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homepage the homepage has personal team
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and organization spaces for managing
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various work with various
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rules the Myspace section shows you your
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to-do list giving you a comprehensive
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overview of work everything you need to
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to know at work like your ship schedule
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for the week upcoming holidays Etc and
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everything you need to do at work like
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your approvals time Street activities to
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be acted upon Etc are available in one
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space the feed section allows you to
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communicate with with other employees
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and receive organization wi updates you
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can post messages to your department
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receive notifications about
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announcements surveys and other
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departmental
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activities the profile tab is all about
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you listing your personal and
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professional
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information you can personalize your
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profile and choose to hide or disclose
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any information that you choose to
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provide
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here career history captures your
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professional Journey as an employee with
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all changes mileston and experiences
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aing workforce planning the other tabs
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in line give you a quick look at your
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time sheet information goals feedback
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your personal files and
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more the new team space improves
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teamwork wherever and whenever you work
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it acts as a central space for team fils
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collaboration learning activities
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surveys and more your team includes
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reportes peers department members and
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project Associates the team space gives
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you a snapshot of your team's
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availability and their geographical
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spread from wishes to ideas the
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department wall lets you post messages
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to your department members and stay
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informed of all things from work to fun
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within your
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department here you can view your repor
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information and attendance for the day
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along with your direct and indirect
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reporting
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information click on the tile to view
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their profile use the view details
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button and use the edit icon to update
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their
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information our chat software Zoho click
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lets
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you makes it easy for you to connect
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with your team
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members you can also get a bird ey view
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of your department depart team members
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designation their Rance activity here
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you can also quickly connect with them
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audio video call and chat
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options click on a tile to open up your
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colleagues profile view their
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information or give a quick thumbs up to
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appload a job job well done all from the
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Department
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app break down silos and Foster
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collaboration by bringing together teams
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from various departments the project tab
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acts as a central place to view
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information about your projects
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estimations and resources ensuring
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everyone is aligned towards your project
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goals across department now for all of
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these information to be available here
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your Zoho people account has to be set
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up in the first
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place the settings tab is the main
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administrative conso here you can
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configure or organization wide policies
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and Define how your Zoho people account
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runs
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you can view your subscription details
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your name your role and other
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information here only super
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administrators and users assigned as
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settings administrators can access the
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settings tab click on view all to see
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the complete list of services here you
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can configure your basic settings and
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adjust configurations for all the
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services of Zoho
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people Services refer to all the
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features we offer to help you manage
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your employees journey in your
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organization starting from onboarding to
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offboarding and it is of two types the
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default Services enable based on your
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subscription and custom services that
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you can create from scratch for any
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unique needs you have for example a
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transportation service HR letter request
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and more let me walk you through the
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basic
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settings manage accounts is your space
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to set up your organization it's
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structure and its employees into Soo
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people start with adding users who are
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your employees into your Zoho people
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account you can send out an invite if
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you have a verified
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domain you can send out an invite or if
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you have a verified Domine you can add
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them directly into your system or if you
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are a user of Zoho Mail Google workspace
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or Microsoft 365 you can easily pull
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your employee list to be added into Zoho
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people if you would like to add multiple
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employees at the same time you can use
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the import
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option each employee here will have
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their own Zoo People accounts that are
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active employee profiles are for
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employees who do not need a active login
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access this is useful for temporary
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contract workers gig workers offline
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employees
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who no longer need access to Zoho people
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now your employee database is
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ready in the organization section you
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can set up your company details like
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your name logo and location you can also
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configure departments and designations
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this is important because all operations
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in Soo people will be based on these
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[Music]
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settings Additionally you can Rebrand
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your account URL add your own domain and
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customize the URL you can also customize
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the from email address for notifications
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reminders and news from your Zoho people
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account to your
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employees Zoho people's user access
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control lets you decide who can access
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Services data forms and actions in the
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application it allows you to assign
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roles to employees Define their access
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to different settings and operations as
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set administrators or data
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administrators General roles here
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include admin and team member and
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manager roles employees on top of this
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can also have specific roles that they
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can carry out specific to locations
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business units or even divisions you can
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also designate any employee as an
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administrator and assign administrators
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for different services for the settings
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alone or for different data alone
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basic preferences like employe reporting
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structure grouping designations and
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career history can be configured here
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under employee
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information the settings here will
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impact all the employees of your
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organization Zoho people offers an
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exclusive space to manage employee
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changes facilate smooth role and
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location transfers with due approvals
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and more from the HR process stab and
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you'll be enabling it
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here you can customize how you want to
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store your employee information using
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the exent service
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tab besides default Fields like the date
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of joining roles locals and current
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status Etc that we provide in the
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employee form you can add extra
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information by easily dragging and
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dropping different fields and customize
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the employee form or any other form in Z
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people the way you want
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any action that requires to be reviewed
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by managers and administrators can be
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set for approvals apart from the default
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approvals Fe you can set approvals for
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any actions carried out with respect to
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different
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forms Zoho people's powerful automation
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eliminates manual work and ensures
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timely completion of H work with minimal
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efforts the automation tab lets you
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configure workflows to automate
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different actions like email
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alerts record updates or field
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updates trigger automatically a set of
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tasks with checklist web hooks to
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communicate with third party
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applications custom
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functions and all another set of
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assorted actions Carri can be
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automatically carried out using
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workflows these actions can also be
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based on different dates and different
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times for example if you would like to
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send out an email on the date of birth
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of employees select date based actions
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you can easily trigger a workflow by
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selecting the employee
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form in which the date of birth of
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employees recorded select date based
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events here and choose the field as date
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of
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birth and exec it on the even date which
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is the birthday set the time and if it's
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going to occur every year this automatic
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email will be sent out every year set up
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criterias if required and customize your
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birthday message using the email alerts
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page now we have completed the basic
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settings let's look at setting up
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different services to meet your
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organization's needs let's begin with
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the onboarding process as it is the
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initial step for a new employee Zoho
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people allows complete automation
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creating a strong first impression there
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are two types of onboarding that you can
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automate candidate onboarding and
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employee
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onboarding before hiring a candidate you
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can collect required information from
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background checks share
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organizational forms collect documents
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run background checks with the
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completion and all of this that stays
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customizable to onboard your
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candidates employee onboarding using
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this for any hire that you've selected
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to join your organization as an employee
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you can ensure that you smoothly add
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them and onboard them into your
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organization we start with a welcome
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message on the department or on the
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users wall the next step is to Pro fill
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out their profile information and forms
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and understand organization's
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regulations and practices via documents
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to be read or igned like work contracts
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or offer letters then introduce them to
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their team the goals company's vision
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and Mission and end with onboarding with
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courses from our learning management
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system based on locations and
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designations that and service lets you
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choose choose from various methods to
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capture your employees attendance
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options include on duty or hourly
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permissions short breaks and kiosk or
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facial recognition attendance
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software you can also set your
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organization's attendance policy
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selecting how different working hours
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needs to be calculated and captured in
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your company Zoho people offers two
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modes the strict
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mode in the strict mode employees must
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be checked in for the required hours to
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be marked as present in the lenan
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mode any check in or checkout entry will
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mark their presence and any deviation
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from the set R will be marked as
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deviation and any extra hours work will
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be marked as
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overtime configuring pay period settings
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lets you generate payroll reports to
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view total work days payable days loss
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of pay and other pay information
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available under reports this report can
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be pushed to Zoho payroll or integ or
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with all your integrated Payroll
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Solutions to pay your employees based on
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their leave and payable
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days FTP plugin lets you transfer your
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employees attendance data in a secure
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way without having to install a service
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in your host data
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servers managing employees who work on
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and four different time zones is made
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easy with Soo people's flexible
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customizable and automated shift
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management
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system start with creating different
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shifts to assign your
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employees and then configure your
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default shift for employees and allot
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permissions to assign employees to
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shifts and automate shift notifications
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and reminders
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here moving on to the leave service Zoho
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people has a very userfriendly platform
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that helps you simulate your
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organization's leave policy using
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different leave types with ease start
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with picking the methods using which you
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would like to track your employees leave
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using leave policies you can entitle
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leave to employees based on different
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experiences locations and various
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criterias leave types or leave policies
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are of three types fixed entitlement off
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a sleeve that does not change like the
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annual leave experience B
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SLE this is a leave that is used to
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create leave types based on employees
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work experience like privilege leaves
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and Grant based leave allows
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administrators or managers to Grant
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leave on a case- toase basis for special
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leaves like extended sick leave or even
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meternity
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leave apart from creating your own leave
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policy you can make make use of the
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default leave types that are ready to
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use here simply edit them enable or
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disable them based on your requirements
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you can edit it to suit to your
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organization's leave requirements or use
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it as it
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is different nations have diverse leave
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policies so we provide preconfigured
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leave policies for various countries
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that can be easily implemented in your
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organization the leave type Gallery
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displays all relevant leave types
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organized by country allowing you to
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activate leave types in compliance with
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the regional leave laws quickly and
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easily now let's look at time
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sheets time sheets is a powerful module
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that aids in ontime completion of jobs
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using time logs and time sheets it is
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especially useful for those who work on
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a project project basis or those who are
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paid per hour or per job you can loog
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Time by manually entering the time
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spent or using the automatic timer
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method or just entering manually the
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start and the end
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time a time sheet is a collection of
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time logs that your employees can submit
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over a period of time for approval to
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get paid all time sheet and billing
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settings can be configured
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here moving on to Performance
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Management a could performance
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management system uses accurate and
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comfortable methods to help both the
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company and employees to grow you can
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choose the different metrics or methods
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or the privary evaluation methods to run
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your apprisal Cycles here K or key
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result areas include completing the
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ongoing responsibilities of an employees
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position and its purpose in achieving a
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broader business
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outcome goals are measurable achievable
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obje objectives and these can be tagged
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alongside k for better
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productivity skill sets are important
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substantial abilities needed for a job
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they often include computer languages
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and other certifiable
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skills competencies can be referred to
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have uh nice to have abilities that are
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often not substantial like leadership
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qualities work ethics and so
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on Zoho people facilitates an open
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feedback system Sy that employees can
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use any time to appla co-workers out of
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the measurable metrics of an apprisal
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cycle summary is a collection of notes
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that apprises can record throughout the
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year to help with the final
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apprisal once you select the methods
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apprisal Cycles can be run to measure
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performance
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actively our apprisal Cycles make it
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easier for you to run arisal Cycles
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click on create apprisal type template
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to run your apprisal Cycles any apprisal
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cycle can consist of self
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appraisals where employees can review
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themselves and along with other reviews
00:19:16
this ensures that employ your appraisal
00:19:18
Cycles are all employee friendly after
00:19:21
the appraisal process whether if you
00:19:23
wouldd like to propose salary hikes or
00:19:26
have a normal normalization practice in
00:19:29
place to adjust various ratings for
00:19:32
reviewers to F50 organization policy can
00:19:35
be set
00:19:37
here in the following steps you'll be
00:19:39
able to further fine tune your
00:19:49
settings you can customize how you want
00:19:51
your self apprisal process to be set
00:19:54
with quantitative parameters for goals
00:19:56
cares and competi or by qualitative
00:19:59
means using review questions which can
00:20:01
also be marked as
00:20:05
mandatory manager review is the final
00:20:08
stage of review these reviews can be
00:20:10
captured by ratings or comments for
00:20:13
goals carries and competencies or using
00:20:16
review questions with comments you can
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designate managers who will review
00:20:21
employee performance here and this can
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be of multiple levels as well
00:20:29
you can further customize your ratings
00:20:32
and find you your apprisal settings
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here these reviews need not be a
00:20:40
disconnected one-time process but rather
00:20:43
offer continuous reviews all around the
00:20:46
year on frequencies that you define
00:20:51
here this AIDS in a continuous and
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wholesome Performance
00:20:56
Management moving on to to the next
00:20:59
service a linked compensation management
00:21:01
tool that aligns with your performance
00:21:04
evaluations and your payroll system is a
00:21:06
must have our compensation service AIDS
00:21:09
in managing all employees salaries in
00:21:11
one location guaranteeing Equitable and
00:21:15
competitive pay
00:21:16
arrangements from designing salary
00:21:18
structures to picking the salary
00:21:20
tracking methods to reviewing and
00:21:24
sanctioning Hikes using a compensation
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administrator you can effortless manage
00:21:29
the entirety of compensation
00:21:33
easily next up we have the Learning
00:21:36
Management solution a complete
00:21:38
performance analysis requires connecting
00:21:40
knowledge gaps with appropriate learning
00:21:43
Zoho people learning management solution
00:21:46
offers just that enabling you to
00:21:48
cultivate a culture of learning you can
00:21:51
create self-based learning courses or
00:21:53
Blended learning courses combining
00:21:55
trainer Le and self-based learning or
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email materials that can available
00:22:00
online as online manuals more
00:22:03
comprehensive learning plans with levels
00:22:05
of learning and automated outputs are
00:22:07
also
00:22:10
available cases is your query management
00:22:13
tool that acts as your employees help
00:22:15
desk simply create different topics as
00:22:18
categories on which you get questions
00:22:20
from your
00:22:22
employees each category is assigned with
00:22:24
an agent who will be responsible for
00:22:27
answering query that are raised on the
00:22:29
particular
00:22:31
category cases does away with a long
00:22:33
chain of communication via emails or
00:22:36
calls and ensure fft answers to your
00:22:38
employees questions by the right
00:22:42
person with this we have defined our
00:22:45
organization's process and configured
00:22:48
each Services policies let us see how to
00:22:51
perform HR operations based on the
00:22:54
configurations access to operations can
00:22:57
be designated
00:22:59
under user access control
00:23:01
here different
00:23:05
operations controls can be accessed here
00:23:08
or under manage accounts user access
00:23:10
control you can define an administrator
00:23:13
on who can have access to the settings
00:23:15
that I've just walked you through or who
00:23:17
can have access to just the operations
00:23:19
paid manage operations perform
00:23:21
operations and add data into the system
00:23:30
all data related operations like
00:23:33
creating viewing and editing employee
00:23:35
information across different services
00:23:37
are carried out under the operations
00:23:41
tab all HR operations that require your
00:23:44
frequent attention and action are
00:23:46
strategically placed
00:23:48
here in operations you can add
00:23:53
employees and manage each of their
00:23:57
information each employees information
00:23:59
are stored as
00:24:01
records so you can view manage and
00:24:04
perform operations even as the
00:24:14
bulk you can also add departments and
00:24:17
assign designations or work profiles for
00:24:19
all the employees of your
00:24:21
organization user specific
00:24:24
operations this will let you view and
00:24:26
update information of all your employees
00:24:29
from one central place search for an
00:24:32
employee to get a comprehensive view of
00:24:34
their details their carrier history
00:24:37
initiate process changes using hop
00:24:40
process and all right from the
00:24:42
operations page in a secure
00:24:46
way a log of all changes made is also
00:24:49
available to for you to track all
00:24:52
changes
00:24:56
me moving on to leave op operations
00:24:59
let's dive
00:25:01
deep this service allows operations
00:25:04
administrators to manage and add leave
00:25:06
information for all employees through
00:25:09
this feature administrators can apply
00:25:12
for leave on behalf of their employees
00:25:14
or apply leave for themselves as well
00:25:17
and also compensatory of holiday lists
00:25:20
and all of this can be configured
00:25:22
here additionally users can also
00:25:26
customize their leave balances or other
00:25:28
employees leave
00:25:29
balances Grant special leaves on a Case
00:25:32
toase basis using the leave Grant
00:25:35
feature and all of this right from leave
00:25:38
operations user specific operations
00:25:40
consolidate all consolidates all
00:25:43
individual employee leave details so
00:25:46
that you can view individual employees
00:25:48
leave details from
00:25:55
here attendance operations includes
00:25:59
raising regularization request to
00:26:01
correct M entries to working away from
00:26:04
office on duty permissions and more as
00:26:08
an administrator you can approve all
00:26:11
records from a centralized location here
00:26:14
Zoho people also supports biometric
00:26:17
Integrations apart from web mobile
00:26:19
check-ins and facial recognition chaos
00:26:21
so you can set up your biometric
00:26:23
integration here
00:26:32
you can add relevant objectives from the
00:26:35
various performance methods that we
00:26:36
choose in the setting space such as
00:26:39
goals KES for your employees in settings
00:26:43
for instance let's look at the method
00:26:45
that I have chosen here which is
00:26:47
kras ADD kras based on the outcomes that
00:26:51
you expect and assign them to different
00:26:54
departments and designations here
00:27:03
you can also pick your K from the
00:27:05
library of K available and build your
00:27:08
own K Library by adding them
00:27:12
here along with the weightage added you
00:27:15
get a summary of all the caras
00:27:18
associated with different designations
00:27:20
and departments
00:27:23
here you'll also be able to add
00:27:26
objectives for all the other methods
00:27:29
that you selected to run your apprisal
00:27:34
Cycles Run apprisal cycles for multiple
00:27:38
employees at the same time using the
00:27:40
apprisal tab add apprisal Cycles or
00:27:45
manage users to be apprised as part of
00:27:48
an apprisal cycle include
00:27:51
employees perform reviewer changes
00:27:54
exclude employees and other operations
00:27:57
related to your apprisal cycle
00:28:00
here we can also monitor the progress of
00:28:03
your apprisal cycle for different or
00:28:06
various groups of employees
00:28:13
here the assessment service lets you
00:28:16
create questionnaires for employees who
00:28:18
undertake courses under the learning
00:28:20
management system you can create new
00:28:22
questions to assess your employees on
00:28:25
course learnings or you can pick
00:28:27
questions questions from a questions
00:28:29
bank or you can import
00:28:36
them Employee Engagement and
00:28:38
satisfaction are essential factors in
00:28:41
the modern workplace conducting Employee
00:28:43
Engagement service is an effective
00:28:45
method to regularly assess Employee
00:28:48
Engagement levels begin by incorporating
00:28:51
various metrics to categorize and
00:28:53
collect Employee Engagement data then
00:28:55
you can utilize predesigned Employee
00:28:59
Engagement templates or create your own
00:29:02
with questions to survey your employees
00:29:08
here build your own question pool
00:29:11
covering diverse subjects to accurately
00:29:13
gge your employees engagement levels or
00:29:16
add your own
00:29:22
questions though people ASA assist in
00:29:26
providing outstanding employees
00:29:28
experience by incorporating smart
00:29:30
automation into HR processes the left
00:29:34
menu serves as an employee self service
00:29:37
portal a variety of practical tools are
00:29:40
available for employees to use
00:29:42
throughout the day enabling them to
00:29:44
perform their jobs
00:29:46
efficiently the left side bar offers a
00:29:49
selection of services including
00:29:52
attendance for checking in taking a look
00:29:55
at their attendance
00:29:57
activity time sheets for getting started
00:30:00
with your time by logging time for the
00:30:03
day for any job or
00:30:06
project we also have an integrated chat
00:30:09
to quickly connect and collaborate on
00:30:12
work with fellow
00:30:13
employees employees can also monitor
00:30:17
their goals and key res objectives that
00:30:19
are assigned to
00:30:20
them under the performance
00:30:26
tab they can all Al quickly view their
00:30:29
salary information available under the
00:30:31
compensation tab quickly access all
00:30:35
their salary history right
00:30:39
here everyone and Zoho people can access
00:30:42
and receive the same employee level
00:30:44
privileges under the left menu
00:30:46
regardless of their
00:30:52
role zo
00:30:55
people centralizes all reports that you
00:30:58
need that you would need as an
00:31:01
employee or as a manager or as an
00:31:03
administrator serving as a One-Stop shop
00:31:06
for all your
00:31:08
insights the my report space is your
00:31:11
personal report space to view your
00:31:13
personal data across various services
00:31:16
like your leave balance
00:31:18
report hours that you worked for the day
00:31:22
or the
00:31:23
week your late checkin and checkout
00:31:26
statuses your presentence hours and all
00:31:29
of
00:31:30
this the feedback that you've received
00:31:33
all personal reports are made available
00:31:36
under my reports if you are a manager
00:31:40
with reportis this tab offers invaluable
00:31:43
insights on everything you need to
00:31:45
understand your team's
00:31:46
Dynamics the resource availability
00:31:49
report keeps you informed of your
00:31:52
employees who are available to work on a
00:31:54
particular
00:31:55
day reports to monitor
00:31:59
work like your presence and absence
00:32:02
breakup your employees leave balance and
00:32:04
all of this is made available under team
00:32:10
reports you also get to view your
00:32:13
employees or your team's time log
00:32:16
information feedbacks they've received
00:32:19
your employees or your team's learning
00:32:22
progress their salary revision histories
00:32:24
and More in team reports
00:32:29
organization wide reports are
00:32:31
instrumental in helping the leadership
00:32:33
and administrators to understand their
00:32:35
Workforce
00:32:38
Trends leadership can monitor their
00:32:41
attrition rates their addition Trends
00:32:43
and keep a t on employee satisfaction
00:32:46
right from the organization wide reports
00:32:49
a wide array of reports starting from
00:32:52
hiring Trends employee diversity
00:32:55
experience wise exit
00:32:58
Regional
00:32:59
reports and all of this shed light on
00:33:02
employe Trends overseeing attendance
00:33:05
activities overall organizational
00:33:08
performance and upscaling trends at the
00:33:11
organization is made available in one
00:33:13
simple
00:33:15
pleas an elaborate look at your
00:33:18
employees salary distribution and
00:33:20
information along with their
00:33:23
performance is something that requires
00:33:25
your attention or the attention of your
00:33:27
leader
00:33:29
periodically accesses can be leveraged
00:33:32
for these reports that show sensitive
00:33:34
information like attrition
00:33:37
patterns you can also automate sharing
00:33:40
these reports to leaders periodically
00:33:43
ensuring that no important Insight goes
00:33:47
unmissed Zoho people also offers
00:33:49
flexibility to build your own tailor
00:33:52
made reports using Zoho analytics for
00:33:54
any custom needs
00:34:05
this is the end of the video we hope you
00:34:08
found the video to be informative please
00:34:10
watch out the space for more detailed
00:34:12
videos about the various features of
00:34:14
Zoho people thank you for watching and
00:34:16
stay tuned for more
