How do I integrate with Zoho People?

The Zoho People integration helps you push Loss of Pay (LOP) and Employee details from Zoho People to Zoho Payroll to process your monthly pay runs.

To integrate with Zoho People:

Go to Settings and select Zoho Apps.
Click Connect next to Zoho People.

Next you’ll have to configure how you’d like to sync data.

To enable Organisation Sync,

In this step you can choose the Zoho People organisation that you want to sync with Zoho Payroll. Select a Zoho People organisation from the drop-down and click Save and Continue.

To enable Employee Sync,

This step allows you to choose which employee fields in Zoho People you want to sync with Zoho Payroll.

Select the Work Location and Employee Type that you want to sync. Employees matching both criteria will be synced.
Next, map the fields in Zoho People that are to be synced to Zoho Payroll. You have 3 sections from which fields will be mapped.
- Basic Information There are 15 fields that can be synced under this section: First Name, Middle Name, Last Name, Employee Number, Gender, Date of Joining, Designation, Work Email, Department, Work Location, Last Working Day, Status, Employment Type, Date of Confirmation, and Contract Type.
- Personal Information There are 15 fields that can be synced under this section: Personal Email, Date of Birth, Father’s Name, Mobile number, MOL ID, Present Residential Address Line1, Present Residential Line2, Present Residential City, Emirate, and Permanent Address Line1, Permanent Address Line 2, Permanent City, Permanent State, Permanent Country, and Permanent Zip Code.
- Payment Information There are 5 fields that can be synced under this section: Payment Mode, Account Holder Name, Bank Name, IBAN Number, and Routing Number. For this section, you have to map either all the fields or none of the fields to proceed with the integration. If you don’t map the information when you set up, you can directly import the fields in Zoho Payroll.
- Other Information These are the custom fields in Zoho Payroll that you can map with the fields in Zoho People.
Note: The default fields will be mapped automatically and these fields cannot be edited.
Pro-tip: If certain fields that are in Zoho Payroll are missing in Zoho People, create custom fields for those missing fields in Zoho People and perform map the field.
Click Save and Continue.

Note: The default fields will be mapped automatically and these fields cannot be edited.

To enable LOP Sync,

In this step, you can enable LOP sync, which allows you to sync attendance and leave details of employees from Zoho People to Zoho Payroll.

To enable LOP Sync,

Click the Allow LOP Sync from Zoho People button.
Select your Pay Schedule. Only the monthly pay periods from Zoho People will be listed here.
Select Fetch Payable Days from Zoho People, if required.
Select Fetch overtime hours from Zoho People, if required.

Note: The option to fetch overtime hours will only be displayed if you’ve selected custom formula as the calculation type for the overtime allowance in salary components.

Click Save and Continue.

You can now push LOP details from Zoho People after the cut off date, and run payroll with the updated attendance details. To do this,

Open Zoho People.
Navigate to Leave > Reports > LOP Reports.
Click the ellipsis icon and select Push to Payroll.
Alternatively, you can fetch the data from the Pay Runs tab while running your monthly pay run.

Note: Please make sure that you obtain the LOP details from People before approving your pay run.

Employees and Work Locations will be synced everyday at 12:00 AM. You can also initiate an instant sync by clicking the Instant Sync button. You can disable the integration anytime by clicking Disable Integration in the top right corner of your screen.