Other Actions in Employees

Bulk Edit Employees’ Reporting To

Here’s how you can edit the employees’ reporting to:

Go to People on the left sidebar.
Click Employees.
Select the employees for whom you want to change the reporting to.
Select Assign Reporting To to change the reporting to of the selected employees from the top pane.
Click Save.

Here’s how you can edit the employees’ portal access:

Go to People on the left sidebar.
Click Employees.
Select the employees for whom you want to update the portal access.
Select Update Portal Access to update the portal access of these employees from the top pane.
Click Save.

Here’s how you can filter employees:

Go to People on the left sidebar.
Click Employees.
In the top pane, select the filter with which you want to filter the employees.
You can also click More Filters at the top pane. Select the filter with which you want to filter the employees and click Apply.
Click Reset at the top pane to remove the filter.

Here’s how you can import employee data to Zoho Spend:

Note: You can import data in these formats:

Maximum file size: 5MB

Drag and drop the file you want to import.
Select how you want to handle duplicate files, you can choose to either Overwrite or Skip the duplicate file.
Select the Character Encoding from the dropdown.
Click Next.
Check the mapping of the fields and click Next.
Click Import.

Here’s how you can export your employees’ data:

Go to People on the left sidebar.
Click Employees.
Click the More icon in the top right corner.
Select Export Data.
Select the type of details to export from the dropdown.
Select the type of employees you want to export from the Filter By dropdown.
Select the export format from the dropdown.
Check the Protect this file with a password checkbox and enter the password if you want to export the employee data securely.
Click Export.

You can delete an employee from Zoho Spend if they are not part of any current or completed pay runs. Here’s how: