Zoho People and Payroll setup checklist
HR and payroll fail when rules are unclear on day one. Use this list to collect the facts first, then configure.
1. Company and employee data
- Legal entity details, locations and departments
- Reporting structure and approvers
- Employee master data with joining dates and contract types
- Document list to collect from each employee
2. Leave and attendance rules
- Leave types, yearly quotas and carry-over rules
- Holiday calendar per location
- Work shifts and weekly off days
- Attendance method: web, mobile, biometric or shift roster
- Overtime and late-coming rules
3. Salary structure
- Salary components: basic, allowances, deductions
- Rules for bonuses, incentives and reimbursements
- Loan and advance policy
- Pay schedule and cut-off dates
4. Statutory and compliance
- Confirm statutory requirements for each country and state with your accountant
- Registration numbers and tax details ready for entry
- Bank details for salary payment
- Year-to-date figures if you start mid-year
5. First payroll run
- Run a test payroll and compare against the last manual payroll
- Fix differences before processing real salary
- Share payslip format with a few employees for feedback
- Process, review and approve the first live run
- Keep a record of approvals for audit
Get a free Zoho audit
30 minutes with a senior Zoho consultant. No obligation.
- Fixed price in writing
- Paid by milestone
- 30 days of free fixes after go-live
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Want help with this? Talk to Flowpeak or email hari@flowpeakconsulting.com.