Zoho People – Automation
Automation helps you configure mail alerts for improved workflow, create checklists to track tasks, schedule reminders for key events, set multi-level approvals and integrate with third-party APIs. By automating most of your everyday HR activities, you can eliminate redundancy, increase accuracy, and ensure your data is always timely and complete.
Blueprint is a systematic flowchart of your HR processes, created digitally, in Zoho People. It captures each and every stage in an HR process that you follow offline.
Workflow automation helps you automate all your HR processes, by eliminating most of the manual administrative work. You can preset and customize the workflow process and full access control to the administrative processes will be given.
Improve your workflow with automatic email alerts and be up-to-date at all times. Get instant notifications when specific actions such as requests, status updates, edits, and approvals are executed.
Make sure everything that needs to be done, gets done. Track your tasks and schedule time to be more efficient and productive.
Creating Tasks and assigning them to respective owners helps to have a track of the job done by individuals and also helps to maintain a record of activities to be completed.
The field gets automatically updated in the related form when selecting or providing the specific lookup value in the form. This feature is very useful to avoid manual value entries in the related forms and thus saves time.
It communicates with the third-party applications by sending instant notifications every time when a user performs an action in the Zoho People organizational account data. Webhooks are so useful, flexible and totally customizable.
Custom functions let you create user-defined functions that can be reused anywhere in Zoho People. You can maintain and edit custom functions and the script will be in one central location. These functions are mainly created to manipulate data, connect with a third party and internal applications and update responses in Zoho People.
There are three types of Schedulers in Zoho People.
The custom scheduler is an enhancement of the custom functions that help to create user-defined functions to be reused anywhere in your People account. Custom Scheduler enables you to create a schedule to automatically carry out a specific action that will be performed using Custom Functions.
Every module like Leave, Attendance, Time Tracker and Performance has its own reports which are available under the Reports tab. However, Analytics helps you create reports that are very specific to your organization. You can create custom reports using Analytics. The job of the Report Scheduler is to send these reports automatically to specific recipients periodically.
If you have reports which should be sent periodically to some recipients, Report Scheduler is the best way.
Email scheduler is useful when you want to send reminders to your employees periodically. This is useful in scenarios where you want to remind employees to submit their bills etc to be part of reimbursements while processing salary. This way, you can do away with manual emails sent to employees to remind them of dates to complete important tasks.
Workflows integrated with Zoho Sign lets you send automated letters with e-signing enabled. This makes it easy to get letters signed digitally with no manual interference and follow-ups.