Setting up your Company Details #
Much of your onboarding in PayPeople is complete when you define your Company Profile, Multi Organization, Locations, Departments, Shifts, Designations, etc. To set up, navigate by clicking the Setup Module and then Company data on the top menu.
To set up your company details.
- Go to Setup > Organization > Company Profile.
- The Company Profile popup screen will appear which is divided into two sections. i.e. General and Other.
- Go to the General Section.
What you can do here:
- Upload your company logo.
- Enter details of your organization (Company Name, Company Type, and Company website and Email in Contact Information.
- Allow Employee Life Cycle: If you want to create a life cycle history for your Employees.
- National ID Mandatory: Set if a National ID card is mandatory or not.
- Salary calculation Method: Define the salary calculation method either salary will be calculated according to Working Days or Calendar Days.
- Then press the save button to save all your company details.
Multi Companies #
Using PayPeople, you can manage multiple organizations using a single email address and password of your PayPeople account. This gets efficient when you operate in multiple organizations with different lines of work. You can manage multiple organizations from one administrator account in Zoho People without having to use different email addresses and passwords.
Adding Multi Companies #
- Click Create new Organization
- Upload your company logo.
- Enter details of your organization (Company Name, Company Type, and Company website and Email in Contact Information.
- Allow Employee Life Cycle: If you want to create a life cycle history for your Employees.
- National ID Mandatory: Set if a National ID card is mandatory or not.
- Salary calculation Method: Define the salary calculation method either salary will be calculated according to Working Days or Calendar Days.
- Then press the save button to save all your company details.
Editing Your Companies #
You can edit your company title, company type, and other details after it has been created.
- Click on the ‘pencil icon’ near the respective organization, which you would like to edit.
- You can switch your company from the top right profile.
Setting up Work Location #
If your organization has set up a working office in more than one location, you will have to create multiple locations. Follow the steps given below for doing this:
- From the menu, Go to Setup > Organization > Work Locations.
- Select “Create a new” in the top right corner.
- This popup will appear where you can Add your work Locations efficiently by filling in the required information.
What you can do here:
- Give your organization’s work location, country, city, and zip/postal code.
- Enable Geo-Tagging: Geo-tagging is the process of appending geographic coordinates based on the location of a mobile device. Enabling this option will allow your employees to mark their attendance from their mobiles and their current location will be saved.
- Enable Geo-Fence: Geo-Fence is also a method for attendance that can be marked by a mobile device. The difference between geo-tagging and geo-fencing is that in geo-fencing the employer has to define the particular coordinates and address with which the user would be able to mark his attendance.
Modes of Attendance #
There are five modes of attendance in PayPeople.
You can select one or more than one modes you want to allow your employees for marking attendance.
Setting up Designations #
To create the designations of your organization
- Go to Setup > Organization > Designations.
- Select the ‘Create a New‘ button.
- Enter the Designation Name.
- Click the Save button and your designation has been created and will show on the designations page.
Setting up Departments #
To create the departments of your organization
- Go to Setup > Organization > Departments
- Select “Create a new”
- Give details.
- Click Submit.
This popup window will appear.
- Add your Department name here and select the Save button and your Department will be saved.
Employee Grades #
You can also define Employee Grades in PayPeople.
Select Employee Grades-> Create a new.
What we can do here:
- Give Grade Code, Grade Name.
- Click on Save.
Docs #
Click here to learn about Docs Section.
Setting up Event #
PayPeople allows you to add events that will take place within the company in the next few days. The message will appear in the dashboard’s Upcoming Events section.
For setting up an event #
- Go to Setup >Organization > Events.
What we can do here:
- For an event, you can attach a file and write a description of the event.
- Give the event a title, a location (where it will be hosted), a date, and a time.
- You can send Event Invitations to certain departments, individuals, or the entire organization using Event Access.
- You can allow employees to comment on events to gain feedback.
Click “Create a New” in the top right corner to create an event.
Fill in the fields provided to create an event.
Making Announcements #
Announcements make it simple to deliver basic company information to your employees. You can make regular announcements in this section to keep your staff informed about what’s going on at the company.
For setting up an Announcements #
- Go to Setup > Organization > Announcements.
What we can do here:
- For an announcement, you can attach a file and write a description of the announcement.
- Give the announcement a title, a location (where it will be hosted), a date, and a time.
- You can send announcements to certain departments, individuals, or the entire organization using Event Access.
- You can allow employees to comment on announcements to gain feedback.
- Click on “Create a New” in the top right corner to create an announcement.
- Fill in the fields that appear on the screen.
Master Data #
In PayPeople you can add new fields to any dropdown using Master Data.
What we can do here:
- Select from the drop-down to which you want to add value.
- Add value and Click Save.
Approval Configuration #
Approval is a well-defined procedure for obtaining employee consent for official work or special demands. Managers and other members of the hierarchy are frequently involved in the approval process.
PayPeople’s Approvals feature automates the entire approval process and can be used to accomplish a variety of HR tasks.
- Go To Setup -> Organization -> Approval Configuration
- Click on “Create a New” in the top right corner.
- Fill in the required fields that appear on the screen and click Save.
What we can do here:
- Choose the form for which the approval is being configured and give the approval process a name.
- You can pick auto-approve or auto-reject under Approvals, or click Configure Approver.
- You can select from these approvers: Reporting To, Single and Multiple Level, Approver based on Role, Department Head, Department Members, and Project Manager-based approval.
- If you want the follow-up emails to be sent, add the Message template for approval.
- Fill in the approval message you’d like to add to the email.
- When a request for leave is submitted, standard templates for notification will be required. This is a one-time configuration that can be used based on the details of the corresponding employee.
- You can also upload a document related to the email and attach it.
- Click on the Save button.
