Are you looking for a Zoho People software trainer who can lead corporate training at your company? We can match you with an experienced Zoho People trainer who can run a virtual Rostering training session for your business.
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There are many reasons why companies request training in using Zoho People software. They might have recently signed up to Zoho People and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use Zoho People and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at Zoho People implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming Zoho People online course. Let’s start with implementing Zoho People in your business.
To get started with Zoho People, a rostering software, the first step is to sign up for an account on their website. Once signed up, you can start by setting up your organization’s details, such as company name, address, and logo. Next, you can create departments and add employees to the system. After that, you can define roles and permissions for each employee. The next step is to set up shifts and schedules for your employees, including defining working hours and days off. You can also configure leave policies and manage employee time off. Finally, you can start using the software to create and manage employee rosters, track attendance, and generate reports.
Zoho People is a robust rostering software that can greatly benefit companies in managing their workforce efficiently. The types of users who would need training in this software include HR managers, team leaders, and supervisors responsible for creating and managing employee schedules. They would require training to understand the features and functionalities of Zoho People, such as creating shifts, assigning employees, and managing time-off requests. Additionally, employees who will be using the software to view their schedules and request time-off would also need training to navigate the system effectively. Training sessions can help these users understand how to maximize the software’s capabilities, streamline scheduling processes, and ensure smooth communication between managers and employees.
1. Begin by creating a user account for each new employee in Zoho People.
2. Provide the new users with their login credentials, including username and password.
3. Familiarize the new users with the software by conducting a training session or providing them with a user guide.
4. Show the new users how to navigate through the software, including accessing their personal information, submitting leave requests, and viewing their roster.
5. Explain the different features and functionalities of Zoho People, such as time tracking, attendance management, and performance evaluation.
6. Encourage the new users to explore the software and experiment with its various features.
7. Offer ongoing support and assistance to the new users, addressing any questions or concerns they may have.
8. Regularly review and update the user accounts to ensure that the information is accurate and up to date.
9. Continuously communicate with the new users to gather feedback and suggestions for improving their experience with Zoho People…
To train admins of Zoho People, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, access different modules, and customize settings. Demonstrate how to create and manage employee profiles, set up shifts and schedules, and generate reports. Teach admins how to use the leave management system, track attendance, and handle employee onboarding and offboarding processes. Additionally, provide hands-on training on how to integrate Zoho People with other software and platforms. Encourage admins to explore the software’s knowledge base and support resources for further assistance. Offer practice exercises and encourage admins to ask questions and seek clarification throughout the training process.
To set up user permissions in Zoho People, start by logging into the software as an administrator. Navigate to the “Settings” tab and select “User Permissions” from the drop-down menu. Here, you can create different roles and assign specific permissions to each role. For example, you can create a “Manager” role with permissions to view and edit employee details, while a “Supervisor” role may only have permission to view employee details. You can also customize permissions for specific modules, such as time tracking or leave management. Once the roles and permissions are defined, you can assign them to individual users. This ensures that each user has the appropriate level of access and control within the Zoho People software.
9:00 AM – Introduction to Zoho People: Overview of the software’s features and benefits, including rostering, time tracking, and employee management.
10:00 AM – Setting up User Accounts: Step-by-step guide on creating user profiles, assigning roles, and granting access permissions.
11:00 AM – Rostering Basics: Exploring the rostering module, including creating shifts, assigning employees, and managing time-off requests.
12:00 PM – Lunch Break
1:00 PM – Time Tracking: Understanding how to track employee attendance, manage leaves, and generate timesheets for accurate payroll processing.
2:00 PM – Employee Management: Learning how to add and manage employee records, track performance, and generate reports for HR purposes.
3:00 PM – Customization and Integration: Exploring customization options, such as adding custom fields and integrating with other software for seamless data flow.
4:00 PM – Q&A Session: Addressing any queries or concerns regarding the software’s functionality…
We have a comprehensive Zoho People course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering Zoho People: Efficient Rostering for Effective Workforce Management
Description: This comprehensive online course is designed to equip individuals with the skills and knowledge needed to effectively utilize Zoho People, a powerful rostering software. Participants will learn how to streamline the process of employee scheduling, optimize resource allocation, and enhance overall workforce management. Through interactive modules, practical exercises, and real-world examples, learners will gain hands-on experience in creating and managing employee schedules, tracking attendance, generating insightful reports, and leveraging advanced features of Zoho People. By the end of this course, participants will be proficient in using Zoho People to maximize productivity, improve employee satisfaction, and ensure seamless operations within their organization.
Expected Learning Outcomes:
1. Create and manage employee schedules efficiently using Zoho People.
2. Optimize resource allocation and minimize scheduling conflicts.
3. Track employee attendance accurately and effortlessly.
4. Generate insightful reports to analyze workforce performance.
5. Utilize advanced features of Z.
We’ve outlined above some of the basics of implementing Zoho People in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site Zoho People training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online Zoho People course, join the course waitlist and you’ll be the first to know when it launches.
