Setting Up Your Organization in Zoho People

02/12/2025 04:55 PM - By FusionHawk


Step 1: Configuring Company Details

After logging into Zoho People, go to Settings > Manage Accounts > Organization Setup to enter basic company details like:

  • Organization Name
  • Business Type
  • Website
  • Primary Location

Step 2: Defining Organizational Policies

Navigate to Settings > Organization Policy to configure:
✅ Notification settings
✅ Chat and collaboration tools
✅ Employee profile visibility

Step 3: Adding Departments & Locations

  • Go to Settings > Manage Accounts > Departments
  • Add various departments (HR, IT, Sales, etc.)
  • Configure multiple office locations

Step 4: User Access Control

Grant employees role-based permissions (Admin, Manager, Employee) via:
Settings > Manage Accounts > User Access Control

Step 5: Importing Employee Data

Easily bulk-import employees from an Excel file or add them manually under Settings > Employees.

Final Thoughts

By setting up your organization in Zoho People, you ensure a structured HR system, allowing seamless management of workforce activities from day one.

FusionHawk

FusionHawk Private Limited