Zoho People 5.0 Help Videos

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Introduction

Zoho People 5.0 introduce a refreshed, intuitive experience with new spaces, centralized settings, and streamlined operations that make HR management faster, more collaborative, and employee-focused.

Step-by-Step Instructions

New Home Experience – My Space

My Space is the new personalized hub for every employee.
Quick access to actions, service updates, and daily reminders.
Service-based tabs (Leave, Attendance, Timesheet, etc.) show relevant info and actions in one place.
Career History view with date of joining, total experience, and progression.
Reportees & Favorites list for managers and easy team access.
Integrated calendar view for monthly attendance and schedules.

2.Team Space & Organization Space

Team Space: Simplified collaboration with team details, groups, department wall, celebrations, and access to reportees/projects.
Organization Space: Access org-wide updates like announcements, policy documents, org tree, department tree, birthdays, and new hires.

3.Centralized Settings

All system, core, and service-specific settings moved into one centralized Settings space.
Configure services, permissions, approvals, workflows, automation, and integrations from one location.
Improved search bar to quickly find settings.
New Organization Setup page for company details, policies, and employee information preferences.

4.Dedicated Operations Space

All HR-related employee data and processes are handled in a new Operations hub.
HRs can manage employee records, shifts, compensation, LMS, employee engagement, assessments, approvals, and data administration in one place.
Secure, role-based access – admins can grant data-only access without allowing configuration changes.
New options like sandbox testing, copy customization, and data backup.

5.Enhanced Services Experience

Services now feature two common views:
- My Data – for employees to view and act on their own data.
- Team – for managers with reportee-related actions.
Tabs within services are more action-oriented (e.g., Attendance now includes Overtime, Regularization, Shifts, etc.).
Left-side services menu can be personalized with Preferences.

6.Smarter Leave, Attendance & Timesheet

Leave Types are now Leave Policies with structured setup.
Pre-configured Leave Policy Gallery by location.
Shift service introduced as an independent module with better integration across attendance and leave.
Work Calendar replaces calendar settings with streamlined configurations.
Timesheet includes job schedule management and pays period alignment across modules.

7.Advanced Automation & Approvals

All workflows, approvals, templates, and automations are now service-specific for easier management.
E-Sign Flow for digital document signing within services.
Enhanced automation with custom buttons, schedulers, and notifications.

8.Performance & Employee Growth

New Appraisal Templates with flexible review parameters, salary hike/normalization preferences, and reviewer configurations.
Compensation service for salary history, revisions, and letters.
Continuous reviews, goal management, KRAs, competencies, and skillsets are easier to manage with dedicated spaces in Operations.

9.LMS & Engagement Enhancements

Add trainers, rooms, and blended learning management in Operations > LMS.
Simplified survey creation with templates in Employee Engagement.
Manage metrics, question pools, and assessments more effectively.

10.General Improvements

New subscription page with usage details (files, API).
Custom widgets support using JS framework.
Enhanced integrations through the Marketplace.
Better administrator management with clear split between data access and configuration access.
Simplified employee status customization and role management.

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