Introduction:

Much of your onboarding in Zoho People is complete when you define your Organizational Settings, Locations, Departments, Designations etc. Here, you can see how to complete each of these steps.

Company Profile: To define your company settings. 

  • Go to Settings > Organization > Company Profile 

What you can do here:

1. Upload your company logo

2. Enter details of your org (Locale Settings, Date format, Chat Permissions etc)

Note: To transfer Super Admin rights to another employee, click on 'Transfer Admin Rights'. To pick another admin as the super admin, you can pick one of the administrators from the drop down directly.

 Tip: In order to see all the admin users in the drop-down, you need to assign the 'Administrator' role to the respective users in the Employee form.

Departments: To create the departments of your organization

  • Click on 'Add Department'
  • Give details
  • Click Submit

Designations: To create the designations of your organization

  • Click on 'Add Designation'
  • Enter details
  • Click Submit

Locations: To create locations of your organization

  • Click on 'Locations'
  • Add Location
  • Enter details
  • Click Submit

Domains: To create domain for your organization

  • Click on 'Domains'
  • Add Domain
  • Give domain name
  • Click Save

The domain will be verified within 24hours time.

 Tip: Once your domain is verified, you can add users directly to your organization. Adding users directly is the easiest way of creating your employee database.

Rebranding: To create your own domain URL and to customize the product based on your organization's needs

  • Click on 'Rebranding'
  • Under Login URL, give the URL ((e.g: http://myhrms.mydomain.com) name and select the domain name from the drop down
  • Click Submit

Note: Ensure that you have mapped the CNAME entry and linked it to people.cs.zohohost.com before you map your domain with Zoho People

  • Sign in to your domain hosting site and locate the DNS management page
  • Add the below-mentioned values in the specified fields

    CName          <yourdomain>
    Hostname     people.cs.zohohost.com

Note: Once you have configured the domain mapping in Zoho People, send an email to support-team@zohopeople.com to purchase an SSL certificate which has a validity of one year.

Org Calendar Settings: To define the weekends and work week of the organization.

  • Click on 'Holiday Calendar' > Calendar Settings > Add
  • Define Week
  • Define weekend
  • Select Calendar Year
  • Click Submit

 Tip: You can create different weekend settings for different locations.