Employee
Services
Services enables you to instantly navigate to the process at hand.Be it Attendance, Leave or Files, with one click you reach the service you need. You can also create and customize new ones. 'Services' helps you increase your productivity at work by minimizing the time you spend completing various HR processes.
Home
Home provides a comprehensive view of all the widgets you have chosen based on how frequently you access them. You can customize these widgets at any point of time
Dashboard
You can add, delete or change the widgets using this Dashboard
Feeds
View all updates shared to you and to the department; like and add comments if any in Feeds
Announcements
Read up on all organizational Announcements; like and comment if you would like
Self-Service
Access your complete employee profile and update or edit details whenever needed. Click on any service to perform a host of actions.
Profile
View, edit, and delete your personal information under Profile
Team
Get a snapshot of all your team members in Team
Calendar
Use the Calendar to view your schedule
Leave
Look at the Leave taken in the year and plan your vacation
Timesheets
Create Timesheets to track time and progress in a job
Attendance
View your clocking in and clocking out in real time in Attendance
Files
Access all your Employee Files
Educational Qualifications
View information on your Educational Qualifications
Group Medical Claim
Access your Group Medical Claim form (GMC)
Organization
Browse and understand more about your organization as well as your personal work items
Announcements
Read up on all organizational Announcements; add likes and comments
Organization Tree
Understand your organization's hierarchy under Organization Tree
New Hires
Peruse the list of New Hires in the organization
Favourites
Add your frequent contacts under Favourites
Groups
View the list of Groups that you are a part of
Tasks
View and create Tasks to facilitate your work
Timesheets
Record and track time that you spend for each job. Generate bills and reports for these jobs, as well.
TimeLogs
Log time for jobs and view your daily, monthly, and weekly TimeLogs
Timesheets
View a collection of your timelogs as Timesheets, and also create new ones for your work. Look for timesheets that need approval under My Approvals
Projects
View the Projects that you are working on and add new ones when necessary
Jobs
View the Jobs that you are working on and create new ones
Job Schedule
View the detailed schedule of your jobs under Job Schedule
Reports
Various reports such as Timelogs report, Project report, and other analytics can be viewed under Reports
Leave
Record and keep track of your leave details and apply for various leave requests such as compensatory off, sick leave and casual leave.
Views
Your leave details can be viewed as a list or in a calendar view under Views
Compensatory Off
You can request for leave to compensate for working on a holiday under Compensatory Off
Holiday
View the list of holidays for the year under Holiday
Reports
You can view your leave entitlements, leave details for a specified date, and much more under Reports
Attendance
Track your time and attendance and get a grasp on the hours you spend at work
Views
Your attendance details can be viewed as a list, in a tabular form, or as a calendar in Views
Regularization
Use Regularization to convert your incorrect 'Absent' days to mark yourself 'Present'
Shift Schedule
View details corresponding to your shift under Shift Schedule
Performance
Measure, record, analyse and track your performance in the organization and also give feedback on your peers
My Review
View and define your Skillsets and Goals, and share your feedback under My Review
Peers View
View your peers in the organization and share feedback under Peers View
Files
Refer to a repository of your important files that you need for easy understanding
Organization Files
Read up on all company-related policies under Organization Files
Employee Files
Access specific files shared to you or your role under Employee Files
Cases
Post your queries on HR topics and get it answered by experts in your organization
Home
Browse various topics and choose the most appropriate one for your query under Home
My Requests
View the query that you have posted under My Requests
Cases
View all cases assigned to you and your team under Cases
Reports
Use Reports to view reports of your requests
Approvals
View and manage all the approvals and requests. In a single view you will be able to see the approvals such as leave requests that you need to approve and requests like a travel request that you have placed to your manager
Administrator
Organization
Setup all the details about your organization. Learn more
Company Profile
Add and edit details about your Company Profile such as company's name, address, location, and logo
Department
Add and edit your departments' details and hierarchy under Department
Designations
Add and edit all company Designations
Locations
Add and manage your organization's multiple Locations
Groups
Create and manage your personalized Groups to connect with your colleagues
Domain
Create and manage your company's Domain information and rebrand it with a customized URL
Pay Period Settings
Using Pay Period Settings, configure pay periods by specifying the name,cycle, processing day, and location
Calendar
Create your company's Holidays Calendar with details on holidays
Employee
Add employees to your organization and define their access to the organization's account Learn more
Users
Add employees to your organization who will have access to the corporate account as Users
Employee Profile
Add employees who will not have access to the corporate account as Employee Profiles
Forms and Services
Create employee forms and services based on your organization's need. Learn more
Forms
Create and customize your Forms based on your employee needs
Services
Manage your forms and group them under newly created Services
Custom Action
Use Custom Action to create specialized actions for your specific needs as a button, link, or document download
User Access Control
Manage user access to data and modules related to your organization. Learn more
Roles
Create and manage the different Roles in your organization and assign specific permissions
Permissions
Set Permissions in viewing forms and data based on roles in your organization
Allowed IPs
Create restrictions based on IP addresses for accessing information based on roles, departments, designations, and more under Allowed IPs
Geo Restriction
Use Geo Restriction to create restrictions based on location for employees to mark their attendance or view specific data
Templates
Devise customizable, pre-designed tools for various forms of communication. Learn more
Email Templates
Create customized Email Templates for your mail notifications
Record Template
Use Record Template to create customized templates that can be used for standard letters
Mail Merge Template
Use Mail Merge Template to create customized templates that can be used for standard letters to send to multiple employees with Zoho Writer's extended features
Automation
Configure various tools to automate and simplify your HR processes. Learn more
Workflows
Automate a set of actions to complete various processes of your organization using Workflows
Mail Alerts
Configure mail notifications that are sent out automatically with Mail Alerts
Checklists and Tasks
Checklists and Tasks are your to-do list for configuring your HR workflows
Field Updates
Field Updates is an option to automatically update information in your forms
