## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-ae/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Zoho People Integrated with Zoho Payroll

You can seamlessly integrate your Zoho Payroll organization with Zoho People. This integration helps you push Loss of Pay (LOP) and Employee details from Zoho People to Zoho Payroll and process your monthly pay runs accordingly.

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## Benefits of the Integration

*   Users and employee profiles will be fetched automatically from Zoho People.
*   Exited employees will also be synced. You can make their final settlement using Zoho Payroll.
*   Work location details will be fetched from Zoho People.
*   Sync LOP details, payable days and overtime hours from Zoho People.

**Note:** The Zoho Payroll - Zoho People integration is a one-way sync. Changes made to employee details, work locations or LOP details in Zoho Payroll will not be reflected back in Zoho People.

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## Prerequisites for the Integration

The integration consists of 3 steps:

1.  Organization Sync
2.  Employee Sync (Work Location and Employment Type)
3.  LOP Sync

### Organization Sync

*   You need to be a Super Admin in your Zoho People organization to enable the integration.
*   Once you’ve connected a Zoho People organization with Zoho Payroll, you will not be able to connect any other account or change the connected account.
*   If you’ve previously integrated your Zoho People organization with Zoho Books or Zoho Expense, the same organization must be connected with Zoho Payroll too.

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### Employee Sync

*   For active employees, **Employee Number**, **Date Of Joining**, **Work Location**, **Email ID**, **Employee Status**, **Confirmation Date**, **Department, Designation, Contract Type**, **Location**, **Gender** and **Employee type** are mandatory.
*   For terminated employees, **Date of Exit** is mandatory in addition to the above mentioned fields.
*   The employees must belong to a **Monthly** pay period.
*   In Zoho People, the **Sync my employee database with Zoho Payroll** option must be checked. This option will be available in **Settings > Integrations > Zoho > Zoho Payroll** under Integration Settings.
*   Once employee sync is enabled., you will not be able to add employees in Zoho Payroll. You would have to use Zoho People as your primary application for adding employees.

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### LOP Sync

*   The **Pay Period** in Zoho People must match the **Pay Schedule** in Zoho Payroll.
*   The **Processing Day** (which is the cut-off date to generate the LOP report) in Zoho People should be on or before the **Payday** in Zoho Payroll.
*   You will not be able to approve your pay run before the **Processing Day**.
*   LOP sync will happen only for the employees who are part of the current pay run.

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## Setting up the Integration

**Note:** You cannot integrate Zoho Payroll with Zoho People if the [Leave and Attendance module](/en-ae/payroll/help/employer/leave-and-attendance/) is enabled. To set up the integration, disable the [Leave and Attendance module](/en-ae/payroll/help/employer/leave-and-attendance/#disabling-leave-and-attendance-modules) and contact [support@zohopayroll.com](mailto:support@zohopayroll.com) for further assistance.

**Warning:** Once you integrate your Zoho Payroll organization with Zoho People, you will no longer be able to enable the [Leave and Attendance module](/en-sa/payroll/help/employer/leave-and-attendance/).

To set up the integration:

*   Go to **Settings > Integrations > Zoho Apps**.
*   Click **Connect** next to Zoho Payroll.

You can set up the integration in 3 steps:

1.  Organization Sync
2.  Employee Sync
3.  LOP Sync

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### Organization Sync

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

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### 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**.

The fields that will be populated from Zoho People can be found under **Zoho People** > **Settings** > **Customization** > **Forms** > **Employee**. You can also add custom fields to this section.

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### 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.