Setting Up Your Organization Profile

2. Fill in basic information: company name, industry type, organisation type, business location, currency, time zone, and website and contact details.
3. Upload your company logo: use a supported JPG or PNG file, ideally around 120x50px, so it appears in the employee portal and on official documents.
4. Set the primary work location: you can add other locations later, but the primary one sets your default working hours, holiday calendar and global settings such as leave policies. Add country, region and address correctly, especially for organisations with branches in different regions.
5. Configure work week and time zone: define your working days, work hours and time zone, which matter for attendance tracking and reports. Shift-based teams can refine this later under Attendance settings.
6. Add departments and designations: create departments such as HR, Finance or Sales, and roles such as Manager, Executive or Intern. This supports reporting hierarchies, leave approvers and role-based access.
7. Assign admins and HR users: give Admins full access to settings and records, and HR Users the ability to manage employee records with more limited configuration rights.
8. Review and save: check all the details and click Save. You’re then ready to start adding employees and configuring modules such as leave types, attendance policies, performance reviews and onboarding.

Tips

You can edit your Organisation Profile later, but getting it right the first time avoids configuration issues in modules that depend on it.

Frequently asked questions

What is the first thing I should configure in Zoho People?

Your Organisation Profile, since your company details, time zone and work week feed into leave, attendance and reporting settings.

Can I add multiple office locations?

Yes, you can add multiple locations, though your primary location sets defaults such as working hours and the base holiday calendar.

Who should have admin or HR access after setup?

Assign Admins for full access to settings and records, and HR Users for managing employee records with more limited configuration rights.

Need help?

Setting up Zoho People for your organisation? Contact support@thoughtlogik.com or see our Zoho implementation services.