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How to Use Zoho People (2024) Step by Step Tutorial for Beginners
5K views
Nov 5, 2024
A complete beginner's guide to using Zoho People in 2024. This comprehensive tutorial walks you through the essential features of Zoho People's HR management system, including employee onboarding, attendance tracking, leave management, and performance reviews. Learn how to navigate the dashboard, set up employee profiles, manage time-off requests, and generate HR reports. Perfect for HR professionals, managers, and anyone new to Zoho People's platform.
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0:00
Hello everybody, welcome into this new video
0:02
Let's see how we can get started with the SOO people application
0:07
This is going to be helping us a lot for our business. If you're just getting started, if you want to track your business, enterprise
0:16
and it's going to be helping us a lot with mails, deskt, projects, books, and much more
0:21
If you want to figure it out, like, more information about the SOHO. You can go into SOHO.com
0:26
And in here, I can see, like, different assets that we can. can use. For example, I'm going to scroll a little bit down. And here we do have the customer
0:35
service. We do have Lens. We do have assist. We have the sales and the marketing. I work a lot
0:41
into the marketing. So speaking about the marketing, I think we do have phones, campaigns, socials
0:47
surveys, sign, really, really awesome. In-mail and collaboration. We do have a voice, writer
0:53
to show Sprint, Project, book tracker, and much more. Even when you have finances, security and IT, management, human resources, custom solution, and much more
1:06
So with that being said, I want to create an account is really, really easy, guys
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You want to scroll all your way down, all your way up, actually, and look for the free sign-up
1:15
So once you have created an account, it's going to be thrilled. You need to provide a code and email
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You need to provide a passcode. You need to provide sometimes it's going to be asking you for a phone number depending on the country currently living
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In my case, it does not ask for that. So I'm going to go back into the section where I can see my account
1:34
So as you can see here is access to your apps. So it's really easy to get an account
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It's really easy to have the application already added. This software we need to run your business
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So as you can see, we do have some features applications that I can use depending on what I'd
1:50
do want to look for. And here, as you can see here is the product. Here are the support
1:57
the customers and the mall section about SOO So depending on what you looking for I want to look for something really easy for example like project management here and I want to look for marketing Here into marketing I want to look for the actual sovies
2:15
or actually just clicked into the landing page. So I can choose Try Now
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And as you can see, it's gonna be sending me into the landing page software to create how converting landing page
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So here, I can just get started here by signing up or by just
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sign it in by using my Soho account here so you can see that are like a few elements that
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I can use and these are a few examples that I mean just to get inspired and all that
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So we can go back into the Cloud Server suit and here I do have like more projects
2:49
For example I just told you about the project management so I can just sign up here into projects
2:57
Let's go a little bit up. into people and culture. I want to look for people
3:04
So I'm going to hit in here. We have the organize, automate, simplify
3:08
your HR processes. This is gonna be helping us a lot to our projects too
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If you have created, if you are managing some teamworkers here. So you can either get started by using your own account
3:25
Soho account, or you can request a demo. So these are different goals here that you can use
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This is this pace. This are this skill set. This is something that's going to be really, really useful for tracking
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And let's say just to have, like, more information about our workers, our employees here
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So what you want to do to get started here is either you want to access Sowa people in here
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You can get the 30-day free trial. So I'm going to leave you guys in link down below in the description
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So you can have access to Sower people with a free trial
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trial and you might be getting a few, let's say like a little bit more rewards just by using that link down below
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So with that being said it really easy to take your 30 day free trial here It going to be creating our people account really really easy These are the features that are going to be added into my account And what I just
4:18
need to do is to just wait a couple seconds till this has been successfully added into my elements
4:25
So as you can see, if you want to generate some data here automatically, you can do that. And I'm
4:32
inside the Soto People. Now here, what I do want to do here is to hit you
4:37
into the setup section and here you want to set up and choose all of this options in
4:42
order to set up your organization settings here and you want to of course go into the
4:49
general here into general I want to fill as much information as I want
4:53
describing here my company details the logo of my company I can import my amateurs if
5:00
I want to let's say that I want to go into download and I want to choose my image which is actually this one hit into opened and hit into update
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and automatically it's going to be adding my custom logo. So here, I want to go now into my organizations
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Here I can try to filter all my users that appear using here
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my employee profiles, the department, the designations, the location, groups, delegation, and much more
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So as you can see, I can see the role of a team member, the location, the employee status
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and here are different, there are different, let's say, Let's say, click into the X mark and here the action where I can try to change the ID for another one or the email address
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That totally depends on us. Now, here, speaking about the user access, if you want to grant access for administrators, you want to quit administrators managers or team roles, you can add those or quit those in here
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The customization is going to be helping you to add more profile services for our teamworkers
6:06
Like for example the lift tracker the time tracker the performance the travel announcements and all that if I want to see or if I do want to see something like in office read lines like this I going to enable this and hit into add a work premise and here are all the tools they
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can be helping us to let's say to track our own medium our own stuff here to time
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tracker here we can select a project I can add a project like for example let's
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say some marketing marketing research marketing research, here to select the project, hitting to submit, and I can select 8 jobs
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So here I want to look for researchers. I'm going to add researchers
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Now what are you working on? Let's say YouTube, available, non-bellable, and you can start your time tracker
7:03
Do you want to enable the location and the actual application is going to be doing the work
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So here I'm going to be tracking my work here into the cell of people
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I can hit into Stop, so I can send this into the people who are going to be in charge of the time looks and all that
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I can see the leave trackers when your customers like sign in and sign out
7:26
Here I do have the cell service as we just see before. And if you hit into the home section, here is our dashboard and our feeds as we can customize this as we are using the application
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So with that being said, this is how we can get started into the solo people
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This is going to be really easy to manage our team. team members, I recommend you to have more than 10 people in here
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Otherwise, I can try to just look for something a little bit more basic than SOHO people
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because there are a little tools here that you might want to check it out
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And you, of course, need to check out the subscriptions if you want to actually want to take
8:02
a benefit of this full application platform. So thank you so much for watching the video, guys
8:06
Then if you get to like and subscribe to this channel, if you want to see more tools about the SOHO apps and integrations
8:12
thank you so much for watching the video guys and i will see you on the next video i'll see you soon
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