Alerts

Zoho Payroll allows you to create workflows where you can specify a set of rules along with the type of action to be executed. The Alert actions such as Email Alerts and In-App Notifications can be used to alert users about the changes such as salary revisions, editing loans etc., in your organisation.

As an HR manager using Zoho Payroll, your users need to stay updated on changes within my organisation related to salary revisions, loan edits, and other important events. To achieve this, you can create a workflow within Zoho Payroll that specifies rules and actions for notifying your team members.

These actions may include email alerts or in-app notifications, depending on the urgency and importance of the event. For example, if a salary revision is approved for an employee, an email alert may be sent to the employee, their manager, and HR, while an in-app notification may be sent to all employees to ensure everyone is aware of the update.

By using Zoho Payroll’s alert and notification capabilities, you can ensure that your team stays informed and can take appropriate actions in a timely manner. This helps to avoid any misunderstandings or delays and ensures that your payroll and HR processes run smoothly.

Create Email Alerts

You can create workflows where you can trigger and send out an email when a set of rules for a transaction are met.

Here are three possible use cases for email alerts in Zoho Payroll. However, the application of this feature are endless.

• Salary revisions: Patricia wants to be alerted whenever an employee’s salary is revised, whether it’s an increase or a decrease. She sets up a workflow that sends her an email alert as soon as the change is made.
• Employee onboarding: When a new employee is added to Zoho Payroll, Patricia wants to be notified so she can make sure they are added to the appropriate departments, teams, and payroll accounts. An email alert is sent to her with the employee’s details.
• Payroll approval: Before payroll is processed, Patricia needs to review and approve it. To make sure she doesn’t miss the deadline, she sets up an email alert to remind her a day in advance.

To create an email alert:

• Click the Settings icon at the top right side and click Automation.
• Click Alerts under Automation.

• Under the Alerts tab, click Email Alert. If you’ve already created alerts, click + Add Alert in the top right corner and select New Email Alert.
• Enter a name and select the module.
• Pick a template from the dropdown or click + Add New Email Template, if you want to create a new one. You can also select additional recipients, if needed.
• Select the user roles to whom you want to send the email alerts.
• Click Save.

Once you create an alert, you can associate it to a Workflow Rule.

Create In-App Notification Alerts

You can create workflows where you can trigger and display in-app notifications in your Zoho Payroll application when a set of rules for a transaction are met.

• Performance reviews: Zoho Payroll can be used to manage performance reviews for employees. In-app notifications can be sent to remind managers and employees about upcoming reviews, deadlines, and feedback requests.
• Loan approvals: When an employee applies for a loan through Zoho Payroll, their manager needs to approve it before it can be processed. To make sure managers don’t miss loan requests, an in-app notification is sent to them as soon as the request is made.
• Compliance updates: When there is a change in payroll or tax regulations, Zoho Payroll can send an in-app notification to all users to make them aware of the update and provide guidance on any necessary changes.

To create an in-app alert:

• Click the Settings icon at the top right side and click Automation.
• Click Alerts under Automation.

• Under the Alerts tab, click In-app Notification. If you’ve already created alerts, click + Add Alert in the top right corner and select In-app Notification.

• Enter a name and select the module.
• Select the user roles to whom you want to send in-app notifications.
• Enter the message for the in-app notification.
• Click Save.

Once you create an alert, you can associate it to a Workflow Rule.

Edit Alert

You can make changes to the alerts you’ve created. Here’s how:

• Click the Settings icon at the top right side and click Automation.
• Click Alerts under Automation.
• Under the Alerts tab, hover over the alert you want to edit and click the More icon next to the alert.
• Click Edit and make the necessary changes.
• Click Save.

Delete Alert

You can delete an alert when you no longer need it. To delete an alert permanently:

• Click the Settings icon at the top right side and click Automation.
• Click Alerts under Automation.
• Under the Alerts tab, hover over the alert you want to delete and click the More icon next to the alert.
• Click Delete.