Zoho People Guide

Overview: This guide will complete the following steps:

1. Connect Zoho People API

2. Import employees from Zoho People

3. Link Employee[s]
4. Unlink Employee[s]
5. Data import from Zoho People

Connect Zoho People API
1. Login to SimplePay
2. Go to Add-Ons>Zoho People >Connect Zoho
3. Click on Connect button.
4. Login with your Zoho credentials.
5. Once authorised, you'll be directed back to SimplePay.

Import employees from Zoho People
1. In SimplePay, go to Add-Ons>Zoho People >Import Data.
2. [Manage Employees panel] Employees in Zoho People not imported in SimplePay will be listed here
3. Click Import Employees
4. All employees will be loaded in an editable form
5. Select employees to import
6. Make any changes required and click Save
7. Employees imported into SimplePay. Go to Employee>List or payroll screen to review.
8. Timesheet is ready for import from Zoho People.

Link employees between Zoho People & SimplePay
If employees already exist in both apps at the time of connecting, use Link Employees to connect them
1. Select employee[s] under SimplePay list and Zoho People list
2. Click Link Employee[s] button
3. Successfully linked employees will have green border around their droplists

Unlink employees
To unlink SimplePay employee with Zoho People
1. Select employee in SimplePay list.
2. Set [--] in Zoho People list
3. Click Link Employee[s].

Timesheets import from Zoho People
1. Go to AddOns>Scheduling & Time>Zoho People>Import Data
2. Select pay period [in case of multiple options]
3. Available date range for Timesheet import is shown.
4. Status message will be displayed
5. To review data imported, go to Payroll > Timesheets