Getting Started

Getting Started in Zoho People covers the first steps an administrator takes when setting up a new account: defining the organisation, adding users, and configuring roles and permissions.

What Getting Started covers

Before using leave, attendance or performance features, Zoho People needs to know who your organisation is, who works there, and what each person is allowed to see and do. This section walks through that foundational setup.

What this section covers

• Setting up your organisation profile: company details, work week, time zone and departments.
• Adding users and defining roles so employees, managers and administrators have the right level of access.
• Configuring permissions so sensitive HR data is only visible to the right people.

Complete these steps before moving on to day-to-day HR modules such as leave and attendance.

Frequently asked questions

What should I set up first in Zoho People?

Start with the organisation profile, since your company details, time zone and work week feed into leave, attendance and reporting settings.

Who should be added as a user first?

Add your HR administrators and managers first so they can help configure departments, roles and permissions for the rest of the organisation.

Can I change setup details later?

Yes, most setup details can be edited later, but getting them right from the start avoids rework in modules that depend on them.

Need help?

Need help getting Zoho People set up for your organisation? Contact support@thoughtlogik.com or see our Zoho implementation services.