What are the steps to implement Zoho People for a new HR client?
Implementing Zoho People for a client involves structured planning and configuration:
Requirements Gathering:
Understand the client’s org structure, policies, and reporting needs.
Module Selection:
Enable relevant modules (Attendance, Leave, Performance, etc.).
Customization:
Add custom fields, policies, forms, and user roles.
Data Import:
Import employee master data, leave balances, shift schedules, and documents.
Workflow Setup:
Automate approvals for leaves, exits, and attendance corrections.
Testing Phase:
Run UAT with a sample group before full deployment.
Training:
Conduct role-based training for employees, managers, and admins.
Go-Live:
Finalize configurations, lock testing, and start using the system.
Ongoing Support:
Provide first-month hand-holding and monthly reporting.
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