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Zoho People setup for a growing team

Leave, records and onboarding moved out of a spreadsheet as headcount crossed the point where that stopped working.

  • Confidential — growing SME
  • Zoho People implementation

The challenge

Leave requests came by message and were recorded in a spreadsheet only one person maintained. Onboarding depended on that person remembering the steps.

Objectives

  • Give employees self-service leave requests
  • Make the leave balance authoritative
  • Systemise onboarding
  • Remove the single point of failure

What we built

Zoho People configured with leave policies, self-service and an onboarding workflow, connected to Payroll so leave and pay agree.

Technology

Zoho Flow · Zoho Payroll · Zoho People

How it was delivered

  • Leave types, accrual policies and approval chains configured
  • Employee self-service portal enabled
  • Onboarding checklist workflow with task assignment
  • Payroll integration so leave and pay reconcile

Outcomes

  • Leave balances are authoritative rather than disputed
  • Onboarding runs from a checklist, not memory
  • The spreadsheet single point of failure was removed

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