Zoho People Consulting, Setup & Support Services

Phrism’s experienced consultants will guide you through the entire Zoho People implementation process, from initial setup to user launch. We understand your unique HR needs and configure Zoho People accordingly, ensuring a system that aligns perfectly with your workflows.

• Company & Department Structure: We configure your company structure within Zoho People, accurately reflecting departments, teams, and reporting hierarchies.
• Employee Onboarding: We set up the onboarding process to streamline new hire information capture and ensure a smooth welcome experience.
• Leave Management: We configure leave types, entitlements, and approval workflows to simplify leave requests and tracking.
• Attendance & Time Tracking: We establish time tracking methods (manual or integrations) and configure absence management.
• Payroll Integration: (If applicable) We integrate Zoho People with your existing payroll system for seamless data transfer.
• Security & User Permissions: We implement robust security measures and assign user permissions based on roles.

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Migrating HR data to a new system can be daunting. Phrism ensures a smooth and secure transition with our Zoho People data migration expertise.

• Extract Data from Existing System: We securely extract employee data from your current HR system, ensuring data integrity.
• Data Cleansing & Transformation: We clean and transform your data to ensure compatibility with Zoho People’s format.
• Data Import & Mapping: We import your cleansed data into Zoho People and map it to the appropriate fields.
• Data Validation & Verification: We thoroughly validate and verify imported data to ensure accuracy.
• Integration with Third-Party Systems: We integrate Zoho People with your existing payroll, accounting, or other relevant systems.

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Phrism goes beyond basic setup to unlock Zoho People’s full potential. We create custom dashboards, reports, and workflows tailored to your specific needs. This includes:

• Custom Dashboards: We design insightful dashboards that provide real-time HR data visualizations for informed decision-making.
• Custom Reports: We create reports that deliver the specific data points you need to track key HR metrics.
• Custom Workflows: We automate repetitive HR tasks like approvals, notifications, and reminders to improve efficiency.
• Custom Fields & Layouts: We create custom fields and customize data layouts to perfectly match your HR processes.

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Successful Zoho People implementation hinges on user adoption. Phrism provides comprehensive training programs to equip your HR team and employees with the skills to leverage Zoho People effectively. We offer:

• Role-Based Training: We tailor training programs to different user roles, ensuring everyone receives relevant instruction.
• Interactive Training Sessions: Our engaging training sessions combine presentations, hands-on exercises, and Q&A sessions.
• User Guides & Documentation: We provide comprehensive user guides and documentation for ongoing reference.
• Change Management Support: We help navigate the change management process to ensure user buy-in and smooth adoption.

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Zoho People captures valuable HR data, but extracting meaningful insights requires expert analysis. Phrism helps you unlock the power of Zoho People’s reporting and analytics tools:

• Report Design & Customization: We design custom reports that deliver the specific data points you need to track key HR metrics (e.g., recruitment trends, employee turnover, training effectiveness).
• Data Analysis & Interpretation: We help you analyze and interpret data to gain insights into employee trends, identify areas for improvement, and make data-driven HR decisions.
• Benchmarking & Industry Insights: We compare your data against industry benchmarks to identify areas where you excel or need improvement.

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A well-maintained Zoho People system is essential for optimal performance. Phrism offers ongoing support packages to ensure your HR system continues to run smoothly:

• Technical Support: We provide prompt and professional technical assistance to address any issues you encounter. Help Desk & Knowledge Base: Our dedicated help desk and knowledge base offer resources for troubleshooting and self-service.
• System Updates & Upgrades: We keep your Zoho People system up-to-date with the latest features and security patches.
• Regular System Health Checks: We conduct regular system health checks to identify and address potential issues proactively.

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Navigating HR regulations can be complex. Phrism helps ensure your Zoho People system supports compliance with relevant regulations:

• Compliance Configuration: We configure Zoho People to streamline compliance processes like leave management, recordkeeping, and reporting.
• Audit Trail & Data Security: We ensure robust data security measures are in place to protect sensitive employee information.
• Regulatory Updates: We keep you informed about relevant regulatory changes and advise on necessary system adjustments.

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Phrism can bridge the gap between Zoho People and your performance management system, allowing you to leverage a unified platform for talent management. Here’s how:

• Integration with Performance Management Tools: We integrate Zoho People with leading performance management tools, enabling seamless data exchange.
• Goal Setting & Tracking: We configure performance management features to facilitate setting clear goals, tracking progress throughout the year, and conducting effective performance reviews.
• 360-Degree Feedback: (if applicable to your chosen performance management tool) We can help configure 360-degree feedback functionalities to gather well-rounded feedback for employee development.
• Performance Reporting & Analytics: We create reports that analyze performance data and identify areas for individual and team improvement.

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Phrism helps streamline your recruitment and onboarding process with Zoho People’s automation capabilities:

• Job Posting Automation: We automate the process of publishing job postings across various platforms, saving time and attracting a wider talent pool.
• Application Management: We configure Zoho People to streamline applicant tracking, resume screening, and communication with candidates.
• Onboarding Automation: We automate tasks like sending offer letters, collecting new hire information, and assigning training modules for a smooth onboarding experience.
• New Hire Reporting & Analytics: We create reports to track key recruitment metrics and identify areas for improvement in your recruitment strategy.

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Repetitive HR tasks can bog down your team’s productivity. Phrism helps you leverage Zoho People’s workflow automation capabilities to streamline processes:

• Identify Repetitive Tasks: We analyze your HR workflows to identify tasks that can be automated, saving time and minimizing errors.
• Workflow Design & Development: We design and develop automated workflows for tasks like leave approvals, expense reimbursements, equipment requests, and more.
• Workflow Testing & Deployment: We thoroughly test and refine workflows before deployment to ensure they function flawlessly.
• Ongoing Workflow Monitoring & Optimization: We monitor your workflows and make adjustments as needed to optimize performance.

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