Zoho People One Clear Place for Everyday HR
Bring employee records, leave and HR requests together. We configure Zoho People around how your team works, with clear responsibilities for staff, managers and HR.
We structure onboarding, approvals and employee access, connect HR information with payroll and other systems, and help people find what they need without manual chasing.
✓ Implementation & improvement ✓ UK-based senior consultants ✓ Free 30-minute consultation ✓ Clear scope & pricing before work begins
Why Everyday HR Becomes Hard to Manage
Everyday HR becomes harder when employee records are scattered. Leave requests arrive by email and onboarding relies on someone remembering each task and approval deadline.
We structure People around approved HR processes. Clear responsibilities, consistent records, practical self-service and appropriate access reduce repeated questions and missing details.
Scattered Records
Manual Requests
Uneven Onboarding
Limited Visibility
Three Ways We Work With Zoho People
Create a new HR setup, improve an existing process or connect employee information with wider systems. We agree your priorities and scope before making changes.
New Zoho People Implementation
Improve Existing Zoho People
Connect HR With Your Systems
HR Processes Built Around Your Organisation
We translate your approved HR policies into usable workflows. Employee records, permissions and approvals are designed together, with the relevant modules checked against your Zoho People plan.
HR Process Design
Workflow Automation
Employee Data Setup
System Connections
Reporting & Controls
Training & Adoption
One Connected Employee Journey
A new starter completes onboarding, employees manage routine requests and managers review the information relevant to their teams. HR maintains the records and handles the exceptions.
We configure that journey so tasks, documents and decisions follow a consistent process, from joining the organisation through everyday work and eventual departure.
Make Everyday HR Tasks Easier to Complete
Zoho People supports employee records, onboarding, leave and wider HR services. We configure the modules your organisation needs and test employee and manager journeys before launch.
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Employee Records
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Onboarding
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Leave Requests
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Time & Attendance
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Employee Self-Service
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Performance Reviews
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HR Requests
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Offboarding
Keep approved employee information in an organised record, with clear ownership and restricted access so HR, managers and staff can support their relevant working processes.
- Agree required fields and source records.
- Define who can view or change details.
- Test updates and approval rules.
For example, a new employee joins a department with a named manager and working location. We define the required fields, access and ownership before configuring their record. We agree the required fields, access and record owner before configuration. HR checks the initial details and maintains approved changes so the employee record remains useful across later processes.
Coordinate a new starter’s tasks across the people responsible for preparation so equipment, induction and relevant documents follow an understandable onboarding process.
- Map tasks, documents and responsibilities.
- Configure available onboarding workflows.
- Test completion and outstanding tasks.
For example, a new starter needs equipment, induction and approved employment documents before their first week. We configure available onboarding tasks around named HR, manager and administrative owners. We assign the supported tasks and check who owns each handover. HR can see outstanding preparation and follow up the responsible team before the starter arrives.
Handle leave through the available rules and approval routes, testing balances and exceptions against approved policy so employees and managers understand the next step.
- Configure approved policies and calendars.
- Agree balances and approval responsibilities.
- Test requests, cancellations and exceptions.
For example, an employee requests leave that needs a manager’s approval. We translate the organisation’s approved policy into available rules, balances and routes, then test representative scenarios. We check relevant balances, dates and approval responsibilities before launch. HR reviews exceptions and corrections, keeping the system aligned with the organisation's actual leave policy.
Capture required time and attendance through supported features, with clear review and correction ownership before recorded inputs support management or another business process.
- Check required modules and plan availability.
- Agree recording methods and privacy controls.
- Test corrections and manager reviews.
For example, a team needs consistent records of attendance or agreed working time. We assess supported features, devices and employee journeys, then agree who reviews exceptions and corrections. We test sample records and the agreed correction process with the responsible team. Managers can identify missing or disputed inputs before the data supports another business decision.
Let employees complete suitable routine tasks through supported self-service so staff can find information without bypassing the HR team’s controls.
- Configure relevant self-service access.
- Agree which updates need approval.
- Test employee web and mobile journeys.
For example, an employee needs to update an approved personal detail or find their leave information. We configure supported self-service and test access using their role. We configure the supported self-service options and test visibility using the employee's role. Approved changes follow the agreed review route, with unclear requests directed to HR.
Organise performance discussions through the available review process, with agreed goals and appropriate access so managers and employees can record outcomes and next steps.
- Agree objectives and review responsibilities.
- Configure available performance features.
- Test access and review-cycle tasks.
For example, a manager and employee prepare for a periodic performance discussion. We configure available review tools around approved objectives, participants and timings, then test the submission and feedback process. We organise the supported review process around agreed goals and responsibilities. The manager records the discussion and next steps, while access remains limited to the relevant participants.
Give employee questions a suitable HR review route, checking visibility and response ownership so sensitive requests reach the people responsible for resolving them.
- Assess available case-management features.
- Define categories and access controls.
- Test assignment and escalation.
For example, an employee raises a question that should go to HR rather than their line manager. We assess the supported request process and define routing, visibility and response ownership. We test who can see the request and how it reaches the HR owner. Sensitive details stay within the agreed audience, and unanswered requests remain visible for follow-up.
Coordinate departure tasks across HR, equipment and system owners, with handovers and outstanding responsibilities visible before the team confirms the offboarding process is complete.
- Agree tasks and approval responsibilities.
- Scope access and system handovers.
- Test record handling and exceptions.
For example, an employee leaves and several teams need to complete their responsibilities. We configure available offboarding tasks and agree ownership of records, equipment and access handovers. HR checks outstanding tasks with equipment and system owners before closure. Access removal and retained records follow their own confirmed handovers rather than an assumed completed checklist.
HR Reporting With Clear Context
We agree the views your HR team and managers need, using consistent records and definitions. Reports are configured with appropriate permissions and the capabilities available in your plan.
Workforce Records
Onboarding Progress
Leave Overview
Attendance Records
Request Status
Review Progress
Data Quality
Access Controls
Connect HR With the Wider Business
Employee information supports more than HR. We scope relevant handovers with Zoho Expense, document workflows through Zoho Sign and the wider Zoho One ecosystem.
Payroll connections require country and provider checks. Our payroll systems approach distinguishes supported Zoho Payroll editions from requirements for other local payroll providers. Every integration is assessed for supported fields, ownership and secure access.
Wherever Your HR Setup Starts, Design Matters
Whether you are moving from spreadsheets or improving an existing HR system, we begin with your employee journeys, policies and working responsibilities.
Starting Fresh
We map employee records, team structure and priority workflows before configuring Zoho People. The first release gives staff and managers clear processes for the HR tasks they use most.
Already Using Zoho People
We review your records, permissions, policies and workflows. Improvements focus on incomplete information, manual requests and the handovers affecting your HR team.
A Clearer Starting Point
If the issue spans HR, payroll inputs and wider system access, we help establish where to start.
Our Business Systems & Operations Audit can clarify the process gaps and recommended priorities.
What a Zoho People Engagement Includes
Discovery & Scope
Agree employee journeys, HR priorities and policies before defining the implementation scope.
Process & Permissions
Map requests, approvals and sensitive-data access with your HR team and managers.
Configuration & Records
Configure agreed modules and prepare employee data, roles and organisational structures.
Connections & Testing
Test employee and manager journeys, system handovers and exceptions before launch.
Training & Launch
Guide staff, managers and HR through their responsibilities and agree the launch checks.
Review & Improvement
Review the working process and prioritise improvements based on actual requests and feedback.
Scope depends on your policies, data quality, modules and connections. We agree deliverables before work begins; your HR advisers approve employment policies and the appropriate use and retention of employee information.
Different Organisations. Different HR Requirements.
Team structure, work locations and employee journeys shape the right HR process. We adapt the setup to your operating model while keeping access and policy controls clear.
Organise employee records, onboarding and leave with appropriate access to confidential staff information.
Support distributed teams with clear employee records, leave requests and relevant time-recording processes.
Manage staff records and HR approvals with consistent policies and restricted access to sensitive details.
Recruitment & Workforce Agencies
Organise internal employee HR processes while assessing candidate and temporary-worker requirements separately.
Support staff onboarding and HR requests with appropriate permissions and your required policy controls.
Property & Housing Associations
Organise employee records and leave across working locations, with clear manager ownership and access rules.
Support staff and relevant volunteer processes, assessing access, policy and record requirements separately.
Organise site and office HR processes with clear records, request routes and responsibility for manager reviews.
Why Mason & Co
We connect the Zoho People setup to the way your organisation works. You work with senior consultants who consider employee experience, data ownership and secure system handovers alongside configuration.
Senior-led consultancy
Work directly with senior consultants who understand your business process and technical delivery.
UK-based, international delivery
Work with our UK-based team across locations, with delivery planned around your working hours.
Architecture + implementation
Connect business design with practical configuration and integrations that support everyday work.
Zoho + AI + automation
Connect Zoho, AI and automation where they solve a clear problem and improve your daily processes.
Not Sure Whether Mason & Co Is the Right Fit?
Tell us what you want to implement, improve or fix. We will discuss whether we can help and recommend a sensible next step based on what you share.
Your Questions Answered
What is Zoho People used for?
Zoho People manages employee information and HR processes such as onboarding, leave, attendance and performance. We configure the relevant modules around your organisation and approved policies.
Can you configure our leave and approval policies?
We translate your approved policies into available calendars, balances and approval workflows. Your HR team agrees the rules and reviews representative scenarios before launch.
Can employees manage requests themselves?
Zoho People provides employee self-service options. We configure access and approval requirements so staff can complete relevant tasks while HR retains appropriate controls.
Can you migrate employee records?
We scope migration after reviewing your existing data, required fields and document handling. Records are checked for quality, permissions and appropriate retention before import.
Does Zoho People include every HR module?
Module availability varies by plan. We check your onboarding, attendance, performance, learning and other requirements before agreeing the implementation scope.
Can Zoho People connect with our payroll provider?
Supported payroll connections depend on your country, provider and required data. We assess available integrations and test the agreed handover; Zoho People is an HR system and should not be assumed to process local payroll itself.
How do we get started?
Book a free consultation to discuss your HR processes and challenges. We will help identify whether you need a new setup, improvements to Zoho People or a wider systems audit.
Where Are Your HR Processes Creating Extra Work?
Tell us how employee records, HR requests and approvals work today. We will help assess Zoho People and the handovers needed between your HR, payroll and wider business systems.
30 minutes. No charge. No obligation.
