What are the best practices for onboarding new employees using Zoho People in a managed services setup?
Zoho People allows managed HR providers to offer a structured, branded, and automated onboarding experience tailored for each client.
Client-Specific Portals: Each client can have a customized onboarding interface with branding, department-specific workflows, and welcome content.
Digital Preboarding: Share offer letters, policy documents, and forms before Day 1. Capture digital signatures using Zoho Sign.
Automated Task Assignment: Assign IT provisioning, asset allocation, buddy introductions, and manager meetings via workflow triggers.
Customizable Checklists: Build onboarding flows that adapt based on role, location, and department.
Engagement Tools: Embed welcome videos, HR contact details, and organizational charts.
Progress Tracking: Monitor onboarding status with dashboards, flag delays, and automate alerts to responsible stakeholders.
Related Articles
What steps are involved in onboarding new employees through Zoho People?
Managed HR service providers can offer a smooth onboarding process by: Sending Offer Letters via Zoho Recruit. Auto-Creating Records in Zoho People upon acceptance. Assigning Onboarding Tasks (document upload, policy acceptance, hardware request). ...What is the process of managing employee onboarding using Zoho People in an outsourced HR setup?
Zoho People enables MSPs to deliver consistent, efficient onboarding experiences: Pre-Onboarding Setup: Share custom onboarding forms via secure portal links. Collect KYC, address, education, and emergency contact info upfront. Automated Task ...How do Managed Marketing Services benefit from using the complete Zoho ecosystem?
Using Zoho’s full suite of marketing, sales, collaboration, and finance tools offers Managed Marketing Service Providers: Cost Efficiency: A single vendor subscription saves money compared to patchworking tools. Faster Delivery: Built-in integrations ...How can Zoho People help in streamlining core HR operations in a Managed Services model?
Zoho People acts as a centralized, cloud-based HR management system ideal for managed service providers (MSPs) handling HR for multiple clients: Centralized Employee Data Management: Maintain accurate, up-to-date employee records for all clients. ...What are the best practices to follow when setting up automation in Zoho applications?
When implementing automation in Zoho—whether in Zoho CRM, Books, Creator, or Flow—following best practices ensures your automation is stable, scalable, and easy to maintain. Here are essential practices to adopt: Start with a Process Map: Before ...