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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.
Bulk Edit Employees' Reporting To
  • Click Save.

Bulk Edit Employees’ Portal Access

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.
Bulk Edit Employees' Portal Access
  • Click Save.

Import Employee Data

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

  • Go to People on the left sidebar.
  • Click Employees.
  • Click the More icon in the top right corner.
  • Select Import Data.
  • Select the type of details to import from the dropdown.
Import Employee Data
  • Click Import.

Note: You can import data in these formats:

  • CSV - Comma Separated Value
  • TSV - Tab Separated Value
  • XLS (XLSX) - Microsoft Excel

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.

Export Employee Data

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.
Export Employee Data
  • Click Export.

Delete an Employee

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

  • Go to People on the left sidebar.
  • Click Employees.
  • Click the employee that you want to delete.
  • Click the More icon in the top right corner.
  • Select Delete Employee.
Delete an Employee
  • Confirm your action by clicking Yes in the pop-up.
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