Introduction to Zoho People

• Navigating Zoho People

Employee Database Setup

• Organization Structure
• Departments and Designations
• Reporting Hierarchy
• Employee ID Generation
• Adding Employees
• Employee Profile Sections
• Custom Fields and Forms
• Bulk Import Process

Leave Management

• Leave Service Architecture
• Leave Types and Policies
• Configuring a Leave Policy
• Accrual Rules
• Pro-Rata Entitlement for New Joiners
• Carry Forward and Encashment
• Sandwich Rule
• Leave Policies: Complete Configuration Walkthrough
• Holiday Lists and Work Calendar
• Compensatory Off

• Leave Balance Reports

Attendance Tracking

• Attendance Methods
• Attendance Policy Configuration
• Check-In and Check-Out Preferences
• Shift Management
• Regularization
• Overtime
• Overtime Configuration Details
• Attendance Troubleshooting
• Attendance Reports

Document Management

• Organization Files
• Employee Records and Files
• Template-Based Documents
• E-Signature Integration
• Document Expiry Tracking
• Document Categories and Organization
• Digital Signature Workflows

Performance Management

• Goals
• Key Result Areas (KRAs)
• Competencies and Skill Sets
• Appraisal Cycles
• Performance Reports
• Goal Setting Frameworks
• Calibration
• Performance Improvement Plans (PIP)
• Salary Hike Integration

Employee Self-Service Portal (ESS)

• Self-Service Capabilities
• Mobile App
• Employee Requests and Approvals
• Travel and Expense Management
• Delegation of Approval Authority
• Profile Updates and Approval Workflows

Onboarding Service

• Candidate Onboarding Workflow
• Pre-Boarding: Before Day One
• Department-Specific Onboarding
• Probation Management

Exit Management

• Resignation Workflow
• Exit Checklist
• Exit Interview
• Knowledge Transfer
• FNF Initiation from Zoho People

Additional People Services

• Timesheets
• Travel and Expense Management
• Learning Management System (LMS)
• Employee Engagement
• HR Help Desk

Introduction to Zoho Recruit

• Zoho Recruit Editions
• Subscription Plans

Organization Setup

• Company Information
• Fiscal Year Settings
• Managing Multiple Organizations
• Tab and Module Settings
• Personal and Company Settings
• Data Administration

Career Site Creation, Customization, and Branding

• Creating a Career Site
• Career Site Layout and Templates
• Branding and Visual Customization
• Custom Domains
• Career Site Content Sections
• Multi-Career Site Configuration
• Career Site Analytics
• SEO Optimization
• Embedding Jobs on External Websites

Users, Roles, and Permissions

• User Types and Roles
• Profiles and Permissions
• Roles and Hierarchy
• Data Sharing Rules
• Agency Portals and External Recruiter Access

Resume Management and the Candidate Database

• Adding Candidates
• Job Mailbox Configuration
• Web Forms for Candidate Applications
• Mass Invite
• AI-Powered Resume Parsing
• Formatted Resumes
• Duplicate Detection and Merging
• Advanced Candidate Search
• Source Tracking

Job Boards and Job Posting

• Job Board Hub
• Free Job Boards
• Premium Job Board Integrations
• Job Board Syndication Strategy
• Job Posting Workflow
• Job Templates

The Recruitment Pipeline

• Understanding the Hiring Pipeline
• Custom Pipeline Stages
• Candidate Stages and Application Statuses
• Kanban View
• Working with Job Openings
• Working with Candidates
• Interviews
• Offers

Module Customization

• Modules Overview
• Fields and Layouts
• Pick Lists and Dependencies
• Subforms and Related Lists
• Applications Module Customization
• Candidate Scoring
• Validation Rules
• Layout Rules
• Custom Buttons and Links
• Approval Processes

• Assignment Rules

Communication Tools

• Email Templates
• Email Configuration and Compose Settings
• Bulk Email
• SMS Communication
• Mail Merge
• Built-in Telephony
• Zoho Sign Integration for Offer Letters

Workflow Automation

• Workflow Rules
• Workflow Field Updates
• Workflow Tasks
• Blueprint for Hiring Processes
• Scheduled Actions
• Macros

User Management and Account Setup

• Creating a Zoho Sign Account
• Organization Settings
• Understanding Zoho Sign Plan Types
• User Roles in Zoho Sign
• The Admin Console

Document Signing Workflows and In-Person Signatures

• Sending Documents for Signature
• Understanding the Signing Order
• In-Person Signing
• Bulk Send

Document Management and Tracking

• Document Status Tracking
• The Document Dashboard
• Reminders and Notifications
• Completed Document Storage

Templates, Bulk Signing, and Sign Forms

• Creating Reusable Templates
• Template Field Configuration
• Bulk Signing Operations
• Sign Forms for Web-Based Signing

Security Settings and Compliance Configuration

• Two-Factor Authentication (2FA)
• Access Controls
• Compliance Standards

Audit Trails and Reporting

• Completion Certificates
• Audit Trail Details
• Document Reports
• Activity Logs

APIs, Webhooks, and Developer Integrations

• Zoho Sign REST API Overview
• Authentication and OAuth 2.0
• Webhook Notifications
• Embedding Signing in Applications

Zoho and Third-Party Application Integrations

• Zoho CRM Integration
• Zoho Writer Integration
• Google Workspace Integration
• Microsoft 365 Integration
• Other Notable Integrations

Digital Signature Providers and Identity Verification

• Understanding Electronic vs. Digital Signatures
• Aadhaar eSign for Indian Businesses
• DSC Integration
• eMudhra Digital Signatures
• Trust Factory for South African Businesses
• Identity Verification Methods
• Certificate-Based Signatures and AATL

SDKs for Web and Mobile Applications

• Zoho Sign SDK Overview
• Embedding Signing in Web Applications
• iOS and Android SDK Integration
• SDK Best Practices

Introduction to HR Integration

Zoho People and Zoho Payroll Integration

• Setting Up the Integration
• Organization Structure-Based Payroll Syncing
• Managing Multiple Payroll Organizations
• Employee Data Sync: What Flows Where
• Attendance to Payroll: LOP Data Push
• Leave Deductions in Payroll
• New Hire Flow: People to Payroll
• Separation and Exit Flow
• Troubleshooting People-Payroll Integration

Zoho People and Zoho Recruit Integration

• Candidate-to-Employee Conversion
• Onboarding Workflow
• Onboarding Checklists and Tasks
• Onboarding Flows and Automation
• Document Handoff
• Data Flow: Recruit to People
• Troubleshooting People-Recruit Integration
• People-Payroll Field Mapping Reference
• People-Payroll Integration Configuration Checklist
• Attendance-to-Payroll Data Flow Detailed Walkthrough

Zoho People and Zoho Recruit Integration: Extended Workflow

• Complete Recruitment-to-Onboarding Workflow

Zoho Recruit and Zoho Payroll Integration

• Offer to Compensation Mapping
• CTC to Salary Structure Mapping

Zoho CRM and Zoho People Integration

Zoho Analytics Dashboards

• Setting Up Advanced People Analytics
• Available Default Dashboards
• Creating Custom Reports in Zoho Analytics
• Cross-Application Analytics
• HR Analytics Dashboard Templates
• Building a Custom HR Dashboard
• Key HR Metrics and Formulas

Zoho Flow Integration Patterns

• Common Zoho Flow Patterns for HR
• Creating a Zoho Flow
• Zoho Flow: HR Automation Recipes
• Building Multi-Step Flows with Conditional Logic

Google and Microsoft Integrations

• Google Workspace Integration with Zoho People
• Microsoft 365 Integration with Zoho People
• Google and Microsoft Integrations with Zoho Recruit

Zoho Books Integration with Zoho People

Introduction

HR System Configuration Best Practices

• Organization Structure Design
• Leave Policy Architecture
• Attendance Rules Configuration
• Role Hierarchy Design

Security and Compliance

• GDPR and Employee Data Privacy
• Role-Based Access Control (RBAC)
• Audit Trails
• Data Retention Policies

Performance Optimization

• Data Cleanup
• Payroll Processing Windows
• Recruitment Velocity Optimization

Common Mistakes and Pitfalls

• Payroll Configuration Errors
• Leave Balance Issues
• Recruitment Bottlenecks

Integration Best Practices

• Data Consistency Across Applications
• Integration Testing Methodology
• Monitoring and Maintenance

Reporting and Analytics Best Practices

• Designing Effective HR Dashboards
• Key HR Metrics to Track

System Administration Best Practices

• Change Management
• User Training
• Backup and Recovery

Implementation Planning

• Phased Rollout Strategy
• Data Migration Checklist
• User Adoption Strategies
• Vendor Management and Support

Employee Engagement Best Practices

• Leveraging Zoho People for Engagement
• Onboarding Experience Best Practices
• Exit Management Best Practices