1) home

2) Self-Service
a. Profile
i. About me (fillable)
1. General Appointments
2. Time
3. Note
ii. Skill Set (fillable)
1. Skills
iii. Work Information (buildable)
1. Department
2. Location
3. Designation
4. Zoho Role
5. Employment Type
6. Employment Status
7. Source of Hire
8. Date of Joining
9. Current Experience
10. Total Experience
iv. Contact Details (buildable)
1. Work Phone Number
2. Extension
3. Seating Location
4. Present Address
5. Permanent Address
6. Personal Mobile Number
7. Personal Email Address
v. Tags (fillable)
1. Add Tag
vi. Basic Information (buildable)
1. Employee ID
2. First Name
3. Last Name
4. Nick Name
5. Email Address
vii. Hierarchy Information (buildable)
1. Reporting Manager
viii. Personal Details (buildable)
1. Date of Birth
2. Age
3. Gender
4. Marital Status
5. About Me
6. Ask me about/Expertise
ix. Separation Information (buildable)
1. Date of Exit
x. System Fields (buildable)
1. Added By
2. Added Time
 3. Modified By
4. Modified Time
5. Onboarding Status

b. Calendar (fillable)/(builable)
i. Day
ii. Week
iii. Month
c. Leave Tracker
d. Time Tracker (fillable)
i. Select Project
ii. Select Job
iii. Note
iv. Non/Billlable
v. Start Time
1. Total
2. Submitted
3. Not Submitted
e. Attendance (fillable)
i. Notes
ii. Check In/Out
iii. Days (Calendar)
iv. Weekly/Monthly View
f. Files (buildable)
i. Employee Files
ii. Personal Files
g. Delegation
i. Add Delegation
1. Delegator (Drop down)
2. Delegate (Drop down)
3. Type
4. Notification
5. Description
h. Goals
i. Add Goal
1. Start Date
2. Goal Name
3. Due Date
4. Priority
5. Description
6. Progress
ii. Note
iii. Edit Goals
i. Cases
i. Request
1. Category
2. Priority
3. Subject
4. Description
5. Upload files
j. Assets
i. Add Assets
1. Employee ID
2. Given Date
3. Type of Assets
4. Return Date
5. Assets Details
k. Benefit
i. Employee ID
ii. Lunch
iii. Education allowance
iv. Housing Allowance
v. Medical
1. Scheme
2. Category
3. Cost
4. Member
5. Membership Number
l. Exit Details (buildable)
i. Separation
1. Employee ID
2. Interviewer
3. Separation Date
4. Reason for leaving
ii. Questionairre
1. Working for this Organization again
2. What did you like the most in this Organization
3. Thing the Organization do to improve staff welfare
4. Anything you wish to share with us
iii. Checklist for Exit interview
1. Company Vehicle handed in
2. All library books submitted
3. Exit interview conducted
4. Resignation letter submitted
5. All equipments handed in
6. Security
7. Notice period followed
8. Manager/Supervisor clearance
m. Travel Expense
i. Add Record
1. ID
2. Travel ID
3. Place of visit
4. Purpose of visit
5. Expense
a. Description
b. Date
c. Ticket
d. Loding
e. Boarding
 f. Phone
g. Local conveyance
h. Incidentals
i. Others
n. Travel Request
i. ID
ii. Department
iii. Expected date of departure
iv. Purpose of visit
v. Is billable to customer
vi. Place of visit
vii. Expected date of arrival
viii. Expected duration in days
ix. Customer name
3) Leave tracker.
a. List view
b. Colander view
c. Leave applications.
d. Holidays
i. Add holidays
e. Settings
i. Leave type ( add different types of leaves)
ii. Customize policy
iii. Customize balance
iv. General settings
1. Inclusion of weekends as holidays
a. Number of consecutive leaves after which weekends or
holidays are to be considered as leaves
b. And leaves which this applies to
2. Compensatory request
a. Mode to add compensatory request entry.
b. Add compensatory request for a future date.
c. Leave to be credited when work is done on weekend
d. Leave to be credited when work is done on holidays
e. Credit leave expires after
f. Units allowed
g. Durations allowed
h. Time input ?
i. Reason mandatory or not ?
3. Permissions
a. Resource availability report access
4. Payroll report settings
a. Enable payroll report for admin
b. Include weekends
c. Include holidays
5. LOP report settings
a. Unpaid leave to be marked as loss of pay or carry over.
b. Max lop
6. Export settings password protection
7. Leave request is allowed up to how long in advance
 8. Leave cancellation settings
9. Leave calendar sync
10. Bradford score (measures employee absentism)
11. Holidays settings email
v. Compensatory request schedular
vi. Calendar settings
1. Week definition
2. Weekend definition
3. Calendar year
4. Statutory weekend
vii. Pay period
1. Pay period name
2. Pay period cycle
3. Payroll processing day
4. Payroll report generation day
5. Applicable location
viii. Exceptional working day
ix. Module admin
4) TIME TRACKER:
a. Time logs - List View [ input log time ] / Calendar View
b. Time sheet
i. My Timesheet
ii. My Approval
c. Projects / jobs
i. Job schedule for employees

TIME TRACKER DATA REQUIRED:

Will you need approval cycle
5) ATTENDANCE:
a. VIEWS: [ ONLY VIEW]
i. List View
ii. Tabular View
iii. Calendar View
[Viewing all info for All employees such as payable days, Paid leaves, Unpaid Leaves and
weekends] We could Import or Export those data
b. SHIFTS SCHEDULE: [ INPUTING IS AVALIABLE]
i. Shifts
- SHIFT NAME , TIMELINE , SHIFT ALLOWNCE , APPLICABLE FOR
ii. Employee Shift mapping
iii. Shift Calendar
iv. Break (PAY TYPE, AUTOMATIC OR MANUAL , APPLICABLE SHIFT )
v. Shift rotation
1. Schedule frequency, Shift applicable period

ATTENDANCE DATA REQUIRED:

- Default Shift for an employee
- How many hours of Full days and half days
- Is there a maximum hour required for a day
- Will pay days include Leaves , overtime
- Even after face recognition will geolocation be available
- Do want the overtime balance to be viewed to who ?
- Do want permissions to be taken before a week or a month / total allowed requests ,
minimum nd max time per requests
- Building Approval criteria
- Payroll cycle , processing day , report generation day
- SHIFT REMINDERS

6) Performance
a. My review
i. Kra
ii. Skill set
iii. Goals
iv. Goals
v. Competency
vi. Feedback
b. Team mates
i. Peers view
ii. Appraisee review
c. Skill set matrix report
d. Review extension report
e. Employee salary record
f. Goals view
g. Multirater review view
h. Settings
i. Appraisal cycle (buildable)
1. Name of appraisal
2. Appraisal cycle period
3. Description
4. Guideline document
5. Appraisal process configuration period
a. Process period
b. Self appraisal
c. Multi-rater feedback
d. Review period
e. Salary hike
6. Modules to be included
7. Applicable for
a. Date of joining
b. Employee type
c. Designation
8. Different ratings
9. Normalization
10. Reviewers
a. Level of reporting
 11. Review approval configuration
12. Publish configuration.
a. Publish method normal or automatic.
b. Manuals publish period.
c. Field to be published.
d. Publishers.
ii. Performance modules
1. Goals
2. Feedback
3. Summery
4. Skill set
5. Kra
6. Kra vs goals
7. Competency
8. Salary
iii. Continuous review
1. Evaluation method
2. Review period
3. Employee self-review enablement
4. Who is the reviewer?
a. Select reviewer
b. Review period
c. Notify when the review period starts
d. Notify about pending review
e. Notify when self review is complete
f. Notify when ratings are published
5. Who is the review applicable for
6. Ratings , type of ratings and range
iv. Notifications
1. Self Appraisal
a. Notify each appraisee on the self appraisal start date
when self appraisal has started
b. Notify each appraiser when their appraisee submits their
self appraisal
c. Notify each appraisee on the self appraisal end date to
remind them to complete their self appraisal
2. Performance appraisal
a. Notify each appraiser on the appraisal start date when the
appraisal process has started
b. Notify each appraiser in a single email with a list of all
appraisees on the review start date when the appraisal
process has started
c. Notify each appraiser in a single email with a list of all
appraisees on the review end date to remind them to
complete review
d. Notify each administrator or super administrator when the
final level review has been completed
e. Notify each appraisee when their review details are
published
 f. Notify each appraisee when their reviewer is changed
3. Goals
a. Notify each appraisee when goals are assigned to them.
b. Notify each person who has assigned goals when the
employee has completed the assigned goals
4. Feedback type
a. Reporting to
b. Peer-to-peer
c. 360 degree
5. Feedback categories ( types of feedback)
v. Skill set
vi. KRA
vii. Add competencies.
viii. Review questions
ix. Potential ranges
x. Summery and questions
xi. Permissions kra
xii. Import appraisals
xiii. Performance administrator access
xiv. Goal settings
1. Period
2. Extensions
3. Applicability
4. Exemption
5. Notification
xv. General settings
xvi. Skill set matrix.
1. Organization view access
2. Approval for skill tagging and level upgrade.
3. Mandate supporting document for level upgrade
4. Add level description
5. Configure access permission
6. Feedback
a. Anonymous feedback
b. Feedback level
7. Weightage
a. Competency weightage
b. Kra weightage
c. Sort by weightage ?
d. Enable to remove weightage limit
8. Goals
a. Employee form field
b. Permission
c. Archiving goals
9. Employee review feedback
a. Customize feedback from employees
b. Action (review extension)
 10. Nine box matrix – edit categories
11. Rename terminology
12. Customize sections in review
13. Appraisal cycle
14. Export settings
15. Multi rater types
16. Hike for employees will be offered
17. Self review is shown before or after publishing
7) FILES:
a) organization files
i) Add file (fillable)
ii) Folder(fillable)
iii) List(fillable)

b) Employee Files
i) All Files (Add and shows all files shared with employees)
ii) Shared with me (Add and show all files shared with myself as an employee)
iii) Shared with my role (Add and shows all files that are related to the
employee’s role whether Admin or team member)

c) Personal Uploads
i) Add File (for employees to add personal docs like passports and IDs)

d) Hr. form and template

i) Adding the policies, company, and employee handbooks

E) Settings
i) General (editing who can view the personal and employee, as well as adding file
limit, specify file type, and repartee files.)
ii) Folder (Adding types of folders that employees will be adding their data docs and
files in)

8) Organization
a. Employee
b. Department
c. Designation
i. Add Record
1. Designation Name
2. Mail Alias
d. Exit Ditals
e. Organization Tree
f. Birthday folks
g. New Hires
h. Fav
i. Group
i. Add Group
j. Tasks
Settings
9) Travel:
a. Forms
i) Travel Request (Adding views, and Adding all the employee’s details for
a travel request)
ii) Travel Expense (Adding expenses of the traveling employee)
b. Tasks (view of tasks related to travel) GAP!!
c. Settings
i) Forms (Adding and Moving forms like ex Travel request
ii) FAQ (Adding Frequently asked questions)
10) Compensation
a. Asset
i. Employee id
ii. Given date
iii. Return date
iv. Asset details
v. Type of asset
b. Benefit
i. Employee id
ii. Lunch
iii. Education allowance
iv. Housing allowance
v. Medical
1. Scheme
2. Category
3. Cost
4. Member
5. Membership number
c. Settings
i. Ability to add different forms similar to benefit and asset
11) Cases:
a) Categories (for posting the general Queries and FAQs)

b) My requests (view of the employees requests and queries)

c) Settings
i) Categories (Adding categories, Editing the category’s (description, Category
Admin, and all its applicable locations)
ii) SLA(Adding service level agreements, and editing its criteria and level of
escalations)
iii) Customization
1) cases status (customizing the status appearance names of the cases)
2) source of the request (customize the source of the request names)
iv) Permissions ( Adding Admins For the cases)
v) Notification ( applying notifications for Agent and Users)
vi) Feedback (Enable feedback on cases, Edit feedback message, and editing the
rating scale, enabling the automatic reopening for bad and poor rated cases, and
 adding the applicable categories that feedback will be enabled for)
vii) Workflow
1) workflow (viewing adding workflows, adding its basic info, choose trigger
process, set criteria and when its met the workflow will be triggered, and setting the
actions that will be triggered)
2) Mail Alerts (adding mail alerts, and create template for it)
3) Custom Function (Add custom Functions Basic, Condition, Notification,
Intergration, and Collection functions)
viii) Restriction (Ristrect Reopening Cases, Restrict Comments on closed cases,
and mandatory description for queries)

12) TASKS: [ INPUT AVALAIABLE]

a. My Tasks
b. Track Tasks
c. ALL Tasks
d. Form Viewer
e. Check List [ View Only ]
i. Track Check List
ii. Related Checklist

Annual Engagement Survey:

1) eNPS : survey to measure the employee satisfaction
2) Engagement Survey: to gain. More depth of the overview

13) Announcement
a. Add Announcement
i. Enter a Title
ii. Enter text
iii. Attachment
iv. Publish Settings
1. Categories
2. Expiry
3. Location
4. Disable comments
5. Sticky
6. Notify All Employees
7. Notify any others (Emails)
14) LMS (buildable)
a. Courses
i. My Courses
1. Add
a. Course
i. Name
ii. Self paced/blended learning
b. Learning plan
ii. Course Catalog
b. Associated Content
 i. Calendar
ii. Notes
1. Add note
c. Resources
i. Content Management
1. Files
2. Resources
ii. Trainers
1. Add trainer
2. Sorting
iii. Rooms
1. Add Room
a. Name
b. Capacity
c. Location
d. Facilities
d. Options
i. Approvals
ii. Settings
1. General
a. Course Types
b. Additional Options
2. Manage Permissions
a. Single/Multiple
b. Configure Permissions
i. Create
ii. Share
iii. Moderation
3. Grading
a. No grade
b. Pass/fail
c. Total points
d. Letter
e. grades
4. Policies
a. Feedback
i. Feedback can be given by
ii. Feedback can be given
iii. Feedback can be applied to
b. Discussion
i. Who can start a discussion
c. Reports
i. Who can view reports
ii. Export Settings
Categories

15) Employee engagment

16) HR letter:
a) Forms
i) Address Proof (Requesting an address proof with the reasoning)
ii) Bonafide Letter (Requesting a Bonafide letter with the reasoning)
iii) Experience Letter (Requesting Experience level letter with reasoning)

b) Tasks (View of the tasks that are related to the HR letters) Gapp!!
c) Settings
i) Forms (Adding and Moving forms like ex Adress Proof)
ii) FAQ (Adding Frequently asked questions)
17) Onboarding
a. Candidate
i. add candidate.
1. Email id
2. First name
3. Phone
4. Last name
5. Photo
6. Official email
7. Address
a. Address line 1
b. Address line 2
c. City
d. State
e. Postal code
8. permanent address
a. Address line 1
b. Address line 2
c. City
d. State
e. Postal code
9. Experience
10. Location
11. Source of hire
12. Title
13. Current salary
14. Skill set.
15. Department
16. Offer letter.
17. Additional info
18. Highest qualification
19. Tentative joining date
20. Education +
a. School name
b. Degree/diploma
c. Fields of study
d. Date of completion
 21. Experience
a. Occupation
b. Company
c. Summary
d. Duration
b. Employee onboarding flows
i. Welcome aboard (email)
ii. Profile and other forms (data requested from employee upon
onboarding)
iii. Documents and policies ( documents related to the company and
policies to download and sign )
iv. Team ( say hello to team)
v. Objectives ( kra and assign )
vi. Company info and website
vii. Add courses for training
viii. Checklist for onboarding
c. Candidate onboarding
i. Welcome ( video )
ii. Profile ( professional and personal info )
iii. Forms requested
iv. Forms given to candidate
v. Checklist
d. Reports
i. Employees
ii. Candidates
e. Settings
i. Forms (add forms of data you collect from employee or candidate ,
adjust data )
1. Customize
2. Permissions
3. Workflow
ii. Email templates
1. Onboarding email template customizations
iii. Onboarding reminder
iv. Automation of triggering
v. Restriction to access to rest of zoho people in case not finishing
onboarding.
vi. Tentative date of joining
vii. Candidate info (customizable)