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ZOHO People
Manual

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 Zoho People Portal
Website

Link:
https://accounts.zoho.in/signi
n?servicename=zohopeople&s
ignupurl=https://www.zoho.in
/people/signup.html

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 Zoho People Portal

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Android iOS
 Zoho People Introduction
Zoho People is an online Human Resource Information Management System designed to help you
save time by managing many of your HR activities independently, without the need to constantly
follow up. You can complete many of your everyday activities, such as applying for leave, marking
your attendance online, tracking time for the jobs that you do. The mobile app simplifies these tasks
even more by providing access from your smartphone.

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 Features in Zoho People:
01. On-boarding

02. Self Service

03. Attendance

04. Leave

05. Confirmation Formalities

06. Exit Formalities

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 On-boarding
As soon as the Schbanger joins, the first process that they will need to complete is the employee
onboarding. This process helps a new joinee cover large amounts of paper work with ease. Once you
have logged in to your account, you will receive a popup message to complete your onboarding
process.

• Welcome aboard – The Schbanger is greeted with a welcome message and can respond to it via
comments

• Profile and other forms – The Schbanger fills in their personal information, educational and
professional qualifications. They can also change their profile picture by clicking on the circular
avatar–Click Change Image and replace it

• Schbang Wiki – In this space, the Schbanger is acquainted with the important company policies.

• Objectives – The Schbanger is made aware of the primary objectives in their role, right from their
onboarding process. This provides clarity about their role

• You're all set – In this final stage, each completed step is highlighted; the onboarding process is
considered completed once all the steps are completed.
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 Attendance
Schbangers can view their attendance details from different perspectives under this section:
• List
• Calendar
• Tabular

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 Attendance
List View

The list view displays your weekly real

time attendance by default. There are
many actions that can be done from
here:
- Schbanger can check in and check
out using the timer in the top-right
corner
- The weeks before or after can be
viewed using the left and right arrow
keys at the top-center
- Schbanger can switch between
weekly and monthly views

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 Attendance
Tabular View

This view gives you the complete

breakdown of all the components in
the attendance entries.
- The view gives you details of
the check-in time, check-out
time, total hours, paid and
unpaid break time, payable
hours, overtime/deviation time,
attendance status of
employees, shifts, and the
option to regularize any
incorrect attendance entries

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 Attendance
Calendar View

A monthly view of one's attendance

patterns can be viewed in a calendar
format in this view.

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 Attendance
Regularization
There may be some instances when Schbanger’s attendance is recorded incorrectly, due to system error
or human mistake. The regularization option is useful in such cases, as it allows to raise a request and
get the incorrect entry rectified. All attendance regularization requests and approvals must be done
between the 1st to 30th/ 31st of every month.

To regularize an attendance entry:

1. Go to Attendance, then to My Requests.
2. Under the Regularization tab,
3. Click Add Request.
4. Select the period: ‘day’ you wish to regularize
5. Select the applicable dates.
6. Edit the relevant entry
7. Enter a reason for requesting regularization.
8. Provide a description if needed.
9. Click Submit.
Note - The request will go for approval,
and will reflect this if the request is approved. Make sure you are entering the accurate date and time when regularizing the
attendance as anything less than 9 hours Zoho will capture it as half day and the status will change once the manager
approves.
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 Leave
Zoho People's leave provides up-to-date information on your entitled leaves and leave status. It also lets
you quickly apply for leave and compensatory off. Schbanger can view their holiday calendar to plan
their vacation. They can also view reports to gain insightful information about their leave trends, and the
other employees' availability in their department on any given day.

Leave views
• List view
• Calendar view

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 Leave
List View

The List View features an employee's

complete leave details with the status
of approvals.

They can apply for leave, view leave

information of previous years' leave,
and sync their leave with Google
Calendar or Office 365.

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 Leave
Calendar View
This view displays a monthly leave
details across the calendar. You can
also view the past and future
month-wise leave details by using the
date bar (top middle).

User view: to view one's leave details

across the calendar

From your home page, go to Leave >

Views > Calendar View.

Click on User.

Use the left and right arrow keys to

navigate between months.

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 Leave
List View

The List View features an employee's

complete leave details with the status
of approvals.

They can apply for leave, view leave

information of previous years' leave,
and sync their leave with Google
Calendar or Office 365.

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 Leave
Applying for PAID LEAVE

Applying leave is a simple task that

can be performed as follows. Let's say
Schbanger wants to apply for Paid
Leave.

1. From your home page, go to Leave

> Views > Apply Leave.
2. Select Paid Leave under Leave
Type and give the Date.
4. Enter the team email address and
reason for leave, as required.
5. Select Submit

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 Leave
Applying for PAID LEAVE

A leave summary specific to the

Schbanger will be displayed while
applying for leave, which
will provide a clear picture of the
leave balance before and after the
applied leave and the FY end (31st
Mar) estimated balance for that
leave type.

- Upon clicking Balance after leave,

a Schbanger will be able to get a
detailed view of the leave
transactions.
- Schbanger can apply for half day
leave too through the portal

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 Leave
Applying for FESTIVAL LEAVE

While applying for a Festival Leave

1. From your home page, go to Leave

> Views > Apply Leave.
2. Select Festival Leave under Leave
Type
3. The list of festivals will be visible to
you and give the Date.
4. Enter the date
4. Enter the team email address and
reason for leave, as required.
5. Select Submit

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 Leave
Applying for FESTIVAL LEAVE

A Festival Leave summary specific to

the Schbanger will be displayed while
applying for leave, which will provide
a clear picture of the leave balance
before and after the applied leave and
the FY end (31st Mar) estimated
balance for that leave type.

• Upon clicking Balance after

leave, a Schbanger will be able to
get a detailed view of the leave
transactions.

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 Leave
Applying for COMPENSATORY OFF

In order to apply for a Compensatory Off,

you can observe the following steps
1) Click on Leave Tracker on the left
hand side ribbon
2) Click on Compensatory Request
3) Click on Add Request on the top
right hand side corner in blue
4) Enter the date you have worked
5) Mention the unit (either in days or
hours)
6) Specify the actual in and out time
7) If needed you can write a little
description about that
8) Click on Submit

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 Leave
To view the HOLIDAY LIST in a
particular financial year

1) Click on Leave Tracker

2) Click on Holidays to view the entire
holiday list

This list will be updated by the HR

department every financial year.

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 Leave
To apply for MATERNITY LEAVES

This particular leave type is applicable to all

women Schbangers. To apply for maternity
leaves all women Schbangers can observe
the following steps:
1) Click on Leave Tracker > Maternity
Leaves
2) Click on Add Record on the top right
hand side corner
3) Enter the From and To dates
4) Further specify the Maternity Leave
types from the drop down
5) Upload all necessary documents
relevant to apply for maternity leaves
on the right hand side
6) Click on Save

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 Leave
To apply for PATERNITY LEAVES

This particular leave type is applicable to all

male Schbangers. To apply for paternity
leaves all male Schbangers can observe
the following steps:
1) Click on Leave Tracker > List View
2) Click on Paternity Leave option
3) Enter the From and To dates
4) Enter the team email ID and specify
the reason in short
5) Upload the supporting documents
required to apply for paternity leaves
6) Click on Submit

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 Leave
To apply for PATERNITY LEAVES

When applying for paternity leaves the

summary of the paternity leaves is shown
once a Schbanger enters the From and To
date in the respective section.

As only a maximum of 15 days of paternity

leaves is allowed per male Schbanger.

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 Leave
User Report

To view a summary of your respective

leave report, you can observe the following
steps:
1) Click on Leave Tracker > Reports
2) Click on User Reports

Once you click, you will be able to see the

report of your leaves

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 Organization
Zoho People provides you with an an access to understand who are your fellow Schbangers, the
organizational tree (hierarchy), the various designations that has been assigned, the choice of tax regime,
investment declaration form etc. all of these will be found under the tab of - ‘Organization’

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 ORGANIZATION
Selecting - ‘Choice of Tax Regime’

To opt for the Tax Regime, observe the

following steps:
1) Click on Organization > Choice of
Tax Regime
2) Click on Add Record on the top
right hand side corner
3) Enter your name
4) Select the Tax Regime that you
wish to opt for - whether old tax
regime or new tax regime
5) Click on Submit

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 ORGANIZATION
Employee

If a Schbanger needs to check their

details of employment they can do the
following:
- Click on Organization > Employee

If a Schbanger needs to view certain

details of fellow Schbangers they can:
- Click on Organization > Employee
> Directory
- All details of Schbangers will be
available in the directory

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 ORGANIZATION
To fill up INVESTMENT DECLARATION
FORM

The following steps can be observed:

1) Click on Organization >
Investment Declaration Form
2) Click on Add Record on the top
right hand side
3) Start filling all necessary details on
the form
4) Click on Submit

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 ORGANIZATION
Department

Sometimes there maybe doubts as to

what are the various departments at
Schbang.

In order to view the various departments:

1) Click on Organization >

Department
2) The various departments list is
displayed

This section particularly gives you a

holistic view of the various departments in
the company

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 ORGANIZATION
Designation

Sometimes there maybe doubts as to

what are the various designations
assigned to fellow Schbangers.

In order to view the various designations

1) Click on Organization >

Designation
2) The various designations list is
displayed

This section particularly gives you a

holistic view of the various designations
assigned to Schbangers

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 ORGANIZATION
Organization Tree

This particular section allows Schbangers

to view the entire organizational hierarchy

In order to view this

1) Click on Organization >

Organization Tree
2) The entire organizational hierarchy
can be accessed accordingly

This section particularly gives you a

holistic view of the organizational
structure.

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 ORGANIZATION
Birthday Folks

This particular section keeps you updated

of Schbanger’s birthday on a day-to-day
basis.

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 ORGANIZATION
New Hires

This particular section keeps you updated

of Schbangers who have recently joined
the company

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 ORGANIZATION
Favorites

- When you mark a particular Schbanger

as a favorite by clicking on the star button
on their profile, their names and profile will
appear in this particular section

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 ORGANIZATION
Groups

When team incharge will create a team

group that particular group will be
reflected here in this section.

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 TRAVEL
When Schbangers are required to visit any of the Schbang branch office or client office across India or
abroad, as the case maybe, they will be required to register and upload all those travel details in Zoho
People under travel section.
There will be two categories under this namely:

1) Travel Request
2) Travel Expense

The details of each of this is explained further.

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 TRAVEL
Travel Request

In order to send an approval for a

travel request one can observe the
following steps:

1) Click on Travel > Travel

Request
2) Click on Add Record on the
top right hand side corner
3) Start filling all necessary
details pertaining to the travel
4) Click on Submit

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 TRAVEL
Travel Expense

In order to send any bills pertaining

to the travel one can follow the below
steps:

1) Click on Travel > Travel

Expense
2) Click on Add Record on the
top right hand side corner
3) Start filling all necessary
details pertaining to the travel
4) Upload all necessary bills
pertaining to the travel
5) Click on Submit

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 ASSETS
Zoho People allows Schbangers to keep a track of all assets handed over to them by the company.
The IT team will require all necessary details from the Schbanger regarding the assets.
For this a Schbanger has to fill up a form, so that these details can be effectively recorded. The details
of which is given further.

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 ASSETS
Asset Declaration Form

When a Schbanger is handed over with any

assets from the company they are required to
fill up an Asset Declaration form detailing the
list of Asset/s.

The process for that is as under:

1) Click on Assets > Asset Declaration Form

2) Start filling in all necessary details

pertaining to the Assets on the form
3) Click on Submit

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 TASKS
The Task Tab allows you to maintain and keep
a record of your day-to-day tasks to be
actioned, it gives you an option to select and
enter the priority of each of tasks.

To maintain a record of each of your tasks,

you can follow the below process:

1) Click on My Tasks > Add Task

2) Add the details of your tasks accordingly

3) Click on Submit

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 GRIEVANCES
Zoho People also serves as a platform to get your grievances or any kind of queries resolved. There
are two sections under this namely:
1) Home
2) My Requests

The details of each are mentioned further.

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 GRIEVANCES
Home
Under this section, depending on the category of your
grievance/ query you can accordingly post your
question by clicking on the appropriate category.

Process is as under:

1) Click on Grievances > Home

2) Select the category under which your grievance/
query lies
3) Click on ‘Ask us’
4) Enter the details of your query and click on submit
If you have a miscellaneous query, you can post it under
General Queries section
There will be certain FAQs on the right hand side which
you can always refer to once, before posting any query
that may not be covered in the FAQs.
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 GRIEVANCES
My Requests

Once you send your query/ grievance

across to the HR team, the records of
those will be reflected under ‘My
Requests’ section

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 ANNOUNCEMENTS
All announcements across the agency
or department will be displayed here.
If you need to post an announcement
you can follow the below process:

1) Click on Announcement

2) Click on Add Announcement on the

top right hand side corner

3) Mention the details of what exactly

you want to announce along with a
picture (if need be)
4) Click on Publish to get it posted

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 EXIT PROCESS
Zoho People allows a Schbanger to complete all necessary exit formalities upon resignation from the
company. Zoho People provides you with an access to the following set of forms required to be
fulfilled during an exit process:
1) Resignation Application

2) Final Clearance Form

3) Exit Interview Form

4) Handover Process

The details of each are mentioned further.

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 EXIT PROCESS
Resignation Application

Incase if a Schbanger decides to quit from the

organization, they will be required to submit a
resignation application. This can be done as under:

1) Click on Exit Process > Resignation

Application

2) Click on Add Record on the top right hand side

corner

3) Enter all details pertaining to your resignation

4) Click on Submit

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 EXIT PROCESS
Final Clearance Form

Upon resignation every Schbanger is expected to fill

up the Final Clearance Form as a part of the exit
process.
The following process can be observed:

1) Click on Exit Process > Final Clearance Form

2) Click on Add Record on the top right hand side

corner

3) Enter all the details accordingly

4) Click on Submit

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 EXIT PROCESS
Exit Interview Form

Upon resignation every Schbanger is expected to fill

up the Exit Interview Form as a part of the exit
process.
The following process can be observed:

1) Click on Exit Process > Exit Interview Form

2) Click on Add Record on the top right hand side

corner

3) Enter all the details on the form accordingly

4) Click on Submit

All responses collected through the exit interview

form will be treated as private and confidential.

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 EXIT PROCESS
Handover Process

Upon resignation every Schbanger is

expected to fill up the Handover Process
form as a part of the exit process.
The following process can be observed:

1) Click on Exit Process > Handover

Process

2) Click on Add Record on the top right

hand side corner
3) Enter all the details on the form
accordingly
4) Click on Submit

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 HAPPY TO HELP WITH ALL YOUR QUERIES!
Every Friday quiz session to help you with all your Zoho related questions.

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