Complete Zoho People Tutorial for Beginners!

Key Takeaways

The way we handle our teams and keep a business running has shifted quite a bit lately. [music] These days, having solid HR software isn't just a nice extra to have. It is really the backbone of how we stay [music] connected and keep things moving in a hybrid world. If you truly value your people, you have to take a look at Zoho people. Lately, they have brought in some impressive updates like AI powered workflows and a more unified user experience [music] that makes managing human resources feel a lot more natural. Today, we are going to walk through the latest version of Zoho people together to see exactly how it helps you stay in sync with your team and keep your daily operations running without a hitch. >> [music] >> Starting off, let's take a look at the dashboard, which is essentially your home base every time you log in to Zoho [music] people. We like how this space is smartly divided into three main areas called MySpace, team, and organization. When you're looking at MySpace, you're getting a view that is tailored just for [music] your own details. The overview tab gives you a quick snapshot of any tasks you have pending or new announcements from the office, while the actual dashboard tab lets you drag and drop different widgets for things like your personal goals or recent feedback you have received. There's also a very helpful calendar tab that syncs up your meetings and leave dates so you never double book yourself. We also find the delegation section to be a real lifesaver. If you're heading out of the office for a while, you can use this to temporarily hand over your approval authorities to [music] a colleague so the work doesn't stop just because you are away. Moving right along past your personal view, we have the team [music] tab, which is where managers can get a realtime look at everyone who reports to them directly. From here, you can see who is clocked in for the day, who is hitting their performance milestones, and any requests that are waiting for your approval. [music] It's all in one spot, which means you don't have to spend your morning digging through different menus just to see how the team is doing. Finally, the organization tab gives us [music] that big picture view of the whole company. This is where you go to find the companywide directory, the official org chart, and any highlevel announcements that affect every single person in the building. [music] It's designed to keep the company hierarchy transparent and make sure everyone understands exactly where they fit into the broader structure of the business. Now once you have your bearings on the dashboard, the next natural step in the employee life cycle is bringing new people into the fold. [music] And that brings us straight to the onboarding section. Zoho has really refined this process to be what we call a zeroouch experience whenever [music] possible. Employee onboarding here is far more than just a simple checklist of forms [music] to sign. It's a full digital journey. We can set up customized flows that guide a new hire from the very moment they sign their offer letter. The system handles everything from collecting digital documents and e signatures to introducing the new person to their teammates through a dedicated welcome aboard portal. What we find especially great about this is how it helps eliminate that awkward first day friction. The system can automatically assign specific training modules and set up initial goals before the employee even sits down at their desk. By the time a new hire actually starts their first real assignment, they already feel like a true part of the company culture because the platform has proactively walked them through all the policies and expectations. It turns a normally stressful paperwork [music] process into a welcoming experience that sets the tone for their entire career with [music] the company. Following that painless entry into the company, staying on top of time off is usually the next big priority for any team. And that's all handled by the leave tracker. This area is built to be incredibly flexible because we know that every company has its own unique set of rules. You have the ability to create any kind of custom leave type you might [music] need, whether it's standard paid time off, sick leave, or even something more specific like volunteer days or floating holidays. You [music] can set up complex acral rules that calculate balances automatically based on how long someone has been with the company or how many hours they have worked. The recent updates to the platform make it even easier for employees to check their balances at a single glance through the mobile app, which is very convenient. For those of us in management roles, the leave report and the holiday calendar views are absolute lifesavers when it comes to resource planning. [music] You can look at a heat map to see when several people are planning to be out at the same time, which helps you avoid a situation where an entire department is missing right when a big deadline is approaching. It even handles things like compensatory off, so if someone puts in extra time over a weekend, they can easily claim that time back later without any manual tracking headaches. Speaking of being at work and managing time, let's jump over to the attendance tab. Zoho has moved way beyond the old-fashioned punch in and punch out buttons we used to see. Inside this tab, you'll find a views section where you can choose to see your attendance in a simple list [music] or a more visual monthly calendar format. One feature we find particularly useful is the regularization tool. [music] Essentially, if an employee forgets to clock out or experiences a technical glitch with their internet, they can raise a simple request to [music] fix that specific entry. As a manager, you can then approve that fix with just one click, keeping the records accurate without any drama. The system is also quite sophisticated in how it tracks different shifts and rotations. If you have a team that works odd hours or follows a rotating schedule, the system knows exactly when each person [music] is supposed to be online. It automatically flags any deviations, which makes it much easier to manage a diverse workforce across different time zones. It takes the guesswork out of knowing who is actually working at any given moment, which is vital for maintaining accountability in a remote or hybrid setting. [music] In addition to simply tracking when people are at work, many businesses really need to know [music] exactly what those people are working on. And that's where the time tracker comes into play. This is a very important tool for service-based teams or anyone who needs to bill clients by the hour. Inside this tab, we find sections for both jobs and projects, which allow us to break down a large body of work into very specific, manageable tasks. Employees can log their time on a daily or weekly basis, [music] and these individual time logs then feed directly into larger time sheets for a manager to review and approve. The latest version of Zoho People features a really smooth integration with other tools like Zoho Projects and Zoho Books. This means if you're tracking billable hours for a client, that data flows straight into your invoicing system without you having to type a single number twice. We also like that you can set up job schedules to plan out exactly who should be focusing on which project in the weeks ahead. This helps everyone avoid burnout by ensuring no one is overloaded. And it makes sure your most important projects are always getting the attention they deserve from the right people. [music] Once all that data regarding attendance, leave, and time logs is sitting in the system, you need a way to make sense of it all. And that's [music] the job of the report section. Zoho has always been quite strong when it comes to data management. Right out of the box, you get pre-built HR reports that cover all the basics like employee turnover rates, absenteeism, and general headcounts. But where it gets really interesting is the advanced analytics section, which is powered by Zia, the Zoho AI assistant. This tool can actually spot trends for you before you even notice them, such as identifying a specific department that might be at a high risk for turnover. [music] Zia can even show you the correlation between employee engagement scores [music] and how quickly projects are being delivered. We find the drag and drop interface for building custom dashboards to be very intuitive. If you're preparing for a big [music] board meeting or a year-end review, you can pull together a professional report on workforce potential versus actual performance in just a few minutes. It's all about taking that mountain of raw data and turning it into actual insights that help us make better, more informed [music] business decisions for the future of the company. Zoho People has truly evolved into an all-in-one powerhouse [music] that simplifies the complex world of HR. By automating the tedious manual tasks, it allows us to focus on what actually matters, our [music] people. If you're ready to transform your workplace and boost your team's productivity, now is the perfect time to start. >> [music]