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.
