Zoho Shifts Guide
Overview: This guide will complete the following steps:
1. Connect Zoho ShiftsAPI2. Import employees from Zoho Shifts
3. Link Employee[s]4. Unlink Employee[s]5. Data import from Zoho Shifts
1. Login to SimplePay2. Go to Add-Ons>Zoho Shifts>Connect Zoho3. 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
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 here3. Click Import Employees4. All employees will be loaded in an editable form5. Select employees to import6. Make any changes required and click Save7. Employees imported into SimplePay. Go to Employee>List or payroll screen to review.8. Timesheet is ready for import from Zoho Shifts.
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 hiftslist2. Click Link Employee[s] button3. Successfully linked employees will have green border around their droplists
To unlink SimplePay employee with Zoho Shifts1. Select employee in SimplePay list.2. Set [--] in Zoho Shifts list3. Click Link Employee[s].
1. Go to AddOns>Scheduling & Time>Zoho Shifts >Import Data2. Select pay period [in case of multiple options]3. Available date range for Timesheet import is shown.4. Status message will be displayed5. To review data imported, go to Payroll > Timesheets