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Automation

Automation in Zoho Payroll lets you streamline repetitive payroll tasks by setting up rules that trigger actions automatically when specific conditions are met. Instead of manually sending notifications, updating fields, or syncing data with external applications, you can configure workflow rules that handle these tasks for you.

With Automation, you can define what should happen when payroll events occur, such as when a pay run is created, an employee record is updated, or an investment declaration is submitted. You can also schedule recurring tasks using Deluge scripts and monitor all automated activity through workflow logs.

Scenario: Asha, the HR manager at Zylker Technologies, processes payroll for 200 employees every month. She wants to automatically notify the finance team whenever a pay run is created and send reminder emails when employees have pending investment declarations. Using Automation in Zoho Payroll, she creates workflow rules that trigger email alerts and in-app notifications based on these events, saving her team hours of manual follow-up each pay cycle.

  • Click Settings in the left sidebar.
  • You will find the Automations section listed under Organisation Settings.

Automation Section in Zoho Payroll Settings

What You Can Do with Automation

  • Workflow Rules

    Create rules that automatically trigger actions when specific events occur on payroll records or on a specific date.

  • Workflow Actions

    • Email Alerts
      Send automated email notifications to selected recipients when a workflow rule is triggered.
    • In-app Notifications
      Notify users within Zoho Payroll when specific workflow events occur, such as when a record is created or updated.
    • Field Updates
      Automatically update fields in a module when a workflow rule is triggered.
    • Webhooks
      Send real-time data to external applications when a workflow rule is triggered.
    • Functions
      Write Deluge scripts to perform custom actions when a workflow rule is triggered.

  • Schedules

    Create and run predefined tasks at specified time intervals using Deluge scripts.

  • Workflow Logs

    View execution logs for all workflow actions, troubleshoot failures, and set up failure notifications and retry policies.
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