Zoho

Course Brief

Pinnacle Business & Marketing Consulting offers a comprehensive self-learning onboarding course for Zoho People, designed to equip your team with the skills needed to confidently manage HR operations. This course covers all essential modules including employee database setup, leave and attendance management, performance reviews, and HR workflows.

Through detailed lessons, you will learn how to customize the system for your organization, automate routine tasks, and generate insightful reports. The course is structured to guide both HR professionals and business leaders, ensuring they can fully leverage Zoho People’s features for employee engagement, compliance, and productivity.

Our onboarding course emphasizes practical, hands-on learning, making it easy to adopt Zoho People without requiring extensive external support. By the end of the course, your HR team will be able to manage day-to-day tasks efficiently, and your employees will benefit from a seamless self-service experience.

With Pinnacle’s expertise and structured guidance, this course is the fastest way to unlock the full potential of Zoho People for your business.

Curriculum

Chapter 1: Introduction to Zoho People

Lesson 1.1: What is Zoho People and Why Use It

Lesson 1.2: Navigating the Zoho People Interface

Lesson 1.3: Understanding User Roles and Permissions

Chapter 2: Setting Up Your Organization

Lesson 2.1: Creating and Managing Organizational Hierarchy

Lesson 2.2: Adding Departments and Locations

Lesson 2.3: Configuring Company Policies and Settings

Chapter 3: Employee Management

Lesson 3.1: Adding and Importing Employee Records

Lesson 3.2: Managing Employee Profiles and Personal Information

Lesson 3.3: Handling Employee Lifecycle: Onboarding to Exit

Chapter 4: Attendance Management

Lesson 4.1: Configuring Attendance Policies

Lesson 4.2: Recording Attendance with Web and Mobile Apps

Lesson 4.3: Integrating Biometric Devices and Shift Schedules

Chapter 5: Leave Management

Lesson 5.1: Setting Up Leave Types and Rules

Lesson 5.2: Managing Leave Applications and Approvals

Lesson 5.3: Tracking Leave Balances and Reporting

Chapter 6: Time and Performance

Lesson 6.1: Timesheets and Project Tracking

Lesson 6.2: Setting Goals and OKRs

Lesson 6.3: Running Performance Reviews and Appraisals

Chapter 7: Payroll and Compensation

Lesson 7.1: Configuring Payroll Settings

Lesson 7.2: Processing Payroll in Zoho People (with Zoho Payroll Integration)

Lesson 7.3: Managing Benefits and Compensation Structures

Chapter 8: Self-Service and Collaboration

Lesson 8.1: Employee Self-Service Portal

Lesson 8.2: Using Zoho People Mobile App

Lesson 8.3: Collaboration Tools and Feeds

Chapter 9: Advanced Automation

Lesson 9.1: Workflow Rules and Approvals

Lesson 9.2: Custom Forms and Fields

Lesson 9.3: Automating HR Processes with Zoho Flow

Chapter 10: Reporting and Analytics

Lesson 10.1: Standard Reports in Zoho People

Lesson 10.2: Building Custom Reports and Dashboards

Lesson 10.3: Dashboards and KPIs

Lesson 10.4: Exporting Data and Advanced Analytics (Zoho Analytics Integration)

Chapter 11: Security and Data Management

Lesson 11.1: Role-Based Access Control

Lesson 11.2: Data Backup and Export

Lesson 11.3: Compliance and Audit Logs

Lesson 11.4: Data Retention and Employee Exit Management

Chapter 12: Final Setup and Best Practices

Lesson 12.1: Final Setup Checklist Before Going Live

Lesson 12.2: Best Practices for HR Process Optimization

Lesson 12.3: Ongoing Support and Continuous Improvement

Request Access

Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

Quick Access Menus

Click on any of the below supported Zoho Solutions and their Free Onboarding Self-Learning Courses to learn more about how you can get up and running in Record Time.

Tip: Check back frequently as we constantly add new Zoho Solutions and Onboarding Courses