Zoho Shifts Guide

Overview: This guide will complete the following steps:

1. Connect Zoho ShiftsAPI

2. Import employees from Zoho Shifts

3. Link Employee[s]

4. Unlink Employee[s]

5. Data import from Zoho Shifts

Connect Zoho Shifts API

1. Login to SimplePay

2. Go to Add-Ons>Zoho Shifts>Connect Zoho

3. Click on link to connect

4. Login with your Zoho credentials.

5. Once authorised, you'll be directed back to SimplePay.

6. Enter Zoho  Orginazation Id 

Import employees from Zoho Shifts

1. In SimplePay, go to Add-Ons>Zoho Shifts >Import Data.

2. [Manage Employees panel] Employees in Zoho Shifts 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 Shifts.

Link employees between Zoho Shifts & 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 hiftslist

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 Shifts

1. Select employee in SimplePay list.

2. Set [--] in Zoho Shifts list

3. Click Link Employee[s].

Timesheets import from Zoho Shifts

1. Go to AddOns>Scheduling & Time>Zoho Shifts >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