Setting Up Your Organization Profile
Introduction
Before diving into workflows, attendance rules, or performance tracking, the first and most essential step in using Zoho People is setting up your Organization Profile. This foundational setup ensures your HRMS environment reflects your company’s identity, policies, and structure.
Here’s a step-by-step guide to get it done right.
Step-by-Step Instructions:
Shape1. Access the Organization Settings
After logging in as an admin:
- Go to the Settings icon (gear ⚙️) in the top-right corner.
- Under "General Settings", click "Organization Profile".
- Set up domain mapping for a branded support URL
- This is where you define the basic identity of your business within Zoho People.
Shape 2. Fill in Basic Information
Enter key organizational details:
- Company Name
- Industry Type
- Organization Type (Private/Public/NGO/etc.)
- Business Location/Headquarters
- Currency and Time Zone
- Website and Contact Info
Tip: This information is reflected across forms, templates, and internal documentation, so double-check for accuracy.
3. Upload Your Company Logo
Brand your HR portal with your logo to create a more personalized experience for employees.
- Format supported: JPG/PNG
- Recommended size: 120x50 px
Your logo will appear in the employee portal and official PDFs (such as payslips or confirmation letters).
4. Set the Primary Work Location
You can add multiple locations later, but the primary location will:
- Define default working hours
- Influence holiday calendars
- Apply to global settings like leave policies
- Add country, region, and address correctly, especially if your company has branches in different regions.
5. Configure Work Week and Time Zone
Define your default:
- Working Days (e.g., Mon–Fri or Mon–Sat)
- Work Hours (e.g., 9 AM to 6 PM)
- Time Zone (very important for attendance tracking and reports) If you use shifts, this can be configured later under the Attendance settings section.
6. Add Organization Departments and Designations
Now structure your teams:
- Create departments like HR, Finance, Sales, etc.
- Set up designations/roles such as Manager, Executive, Intern
This helps in creating reporting hierarchies, assigning leave approvers, and setting role-based access control.
Shape 7. Assign Admins and HR Users
Assign the right people with access to manage the system:
- Admins: Have full access to all settings and records
- HR Users: Can manage employee records, but with limited configuration rights Shape
8. Review and Save
After entering all the above details, review for accuracy and hit Save. You’re now ready to start adding employees and configuring other modules like:
- Leave types
- Attendance policies
- Performance reviews
- Employee onboarding
Tips:
- You can always edit your Organization Profile later, but it’s best to get it right the first time to avoid configuration issues in downstream modules like Payroll or Time Tracking.
