Zoho People Setup

Build Zoho People Around Your HR Process

We review how your business organizes employee records, reporting relationships, leave requests, schedules, and basic HR administration. Zoho People is configured around one approved HR operating process using client-provided policies and workforce information.

Configure the Organization Foundation

One Zoho People organization is configured with the approved company name, logo, time zone, workweek, organizational preferences, and standard employee self-service settings needed for the agreed HR workflow.

Set Up Departments, Roles, and Reporting Structure

Up to 3 approved departments, 10 job titles, and the agreed reporting-manager relationships are configured. This creates a clear structure for employee records, manager visibility, approval routing, and basic HR reporting.

Prepare Employee Profiles and Fields

Up to 50 employee profiles can be created or imported from one clean client-provided file. Up to 15 approved employee information fields are configured so the organization records the required work-related information without creating unnecessary complexity.

Configure Record Access and HR Roles

Up to 3 approved HR or administrator users are assigned standard roles or client-approved access levels. Basic record and field visibility are reviewed so employees, managers, and HR users can access only the information appropriate to their role.

Set Up Leave Types and Policies

Up to 5 client-approved leave types and up to 3 client-approved leave policies are configured. The included setup can define the applicable employees, request and approval flow, balances, and standard rules supported by the client’s Zoho People edition.

Prepare Work Schedules and Holiday Calendar

One approved work schedule and one approved holiday calendar are configured for the included workforce. These settings provide the baseline used by the client’s leave and attendance processes.

Configure Basic Attendance and One HR Form

One standard attendance configuration is reviewed and prepared for the approved work schedule when supported by the client’s plan. One HR form with up to 10 approved fields is also configured for one internal request, update, or employee-information process.

Prepare Essential HR Reports

Up to 3 standard reports or saved views are configured for approved employee, department, leave, attendance, or HR-form information. The reports are prepared from the available data and access permissions in the client’s Zoho People edition.

Test, Refine, and Launch

The organization settings, structure, employee profiles, access, leave settings, schedule, attendance configuration, HR form, and reports are tested before handoff. Practical refinements are completed within the fixed package scope, followed by one 60-minute live handoff session.