Zoho People Integration

Planning work can be tricky when people take vacation time. It is important to know if resources are available to take up tasks and issues. Our Zoho People integration does just that. (Available in our Premium and Enterprise plans.)

  • Find out if users are available to take up work when creating tasks or submitting issues.
  • Balance workload from the resource utilization chart based on their availability.
  • Apply for time-off from the calendar module.
  • Approve or reject leaves keeping project requirements in mind.

And you can do all this from Zoho Projects. Let's run through the setup and usage.

Configure Zoho People integration

You will need to configure Zoho People integration before you start viewing time-off requests. As a precondition, you must be the Portal Owner or Admin in Zoho Projects and an Admin in Zoho People portal to enable this integration.

  1. Navigate to > Integration > Zoho Apps.
  2. Click Configure in the Zoho People tile.
  3. Click Configure in the next screen to enable the integration.

  1. Click Import Users.
    • Ensure you have users in your Zoho People portal.

  1. Select the users to import and then click Import Now.

View user availability when adding task

You can check time-off data when adding a task using the calendar in the Start Date or Due Date.

  1. Navigate to a project.
  2. Click on Tasks.
  3. Click Add Task.
  4. Click on the calendar in Start Date or Due Date field.
  5. Hover over the date to see the users who have taken their time-off.

View user availability when adding issues

  1. Navigate to a project.
  2. Click on Issues.
  3. Click Submit Issue.
  4. Click on the calendar in Due Date field.
  5. Hover over the date to see the users who have taken their time-off.

Apply for time-off

Users can apply for time-off from the Calendar module, User Profile page, and Activity Stream.

Apply from Calendar

  1. Navigate to a project.
  2. Click on Calendar.
  3. Select any date to view the Calendar Activity.
  4. Select Time-Off.
  5. Enter your details and click Save.
    • Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed.

Apply from Setup

  1. Navigate to   >  Personal Preferences  >  User Profile.
  2. Click Apply Leave.
  3. Enter the details and click Save.

Apply from Activity Stream

  1. Navigate to Feed  >  Activity Stream.
  2. Click on your profile.
  3. Click Apply Leave.
  4. Enter the details and click Save.

 

Calendar View

View time-offs from your calendar. Navigate to calendar and check if users are not available on any given day. You can also filter your calendar by leave to view only the time-off data.

Approve or reject leaves

Managers/Leads can view, approve, or reject leaves from the Home dashboard. The My Approval widget also lets you approve or reject leaves in bulk.

  1. Navigate to Home  >  My Approvals.
  2. Hover over leave requests to see Approve and Reject options.

  1. Select multiple entries to view bulk Approve and Reject options.
    • Users will receive notification when a leave is approved or rejected.
    • Information will also be pushed to their Feed.

Resource Utilization Chart

The Resource Utilization Chart let's you check work load of resources and balance them if necessary. Zoho People integration now let's you see their availability from the chart.

  1. Navigate to a project.
  2. Click Reports & Charts.
  3. Select Resource Utilization Chart.
  4. Hover over a date to check if a user is on leave.
    • indicates that the user in on leave.