Using Zoho People 5.0? Access the new Administrator Guide >
Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Payroll Integration with greytHR

Zoho People has integrated with greytHR to simplify the payroll experience. This integration is available only for India, Middle East and Africa. The type of data that can be synced includes basic employee information, locations, pay cycle and LOP data. More specific information to be synced includes Email Address, Employee ID, Gender, Date of Birth, Date of Joining, Employee Type, Designation, Department, and Location. 

Employee data will be synced only when the records match the conditions set under 'Location' and 'Employee Type' in your payroll preferences. For example, if the Location is chosen as Mumbai, and the Employee Type is chosen as on contract, then the data of only those employees who are in Mumbai and are on contract will be synced. 

Integrate with greytHR

 The Super administrator alone can configure the initial greytHR integration. Once an admin is assigned as the payroll admin by the super admin, both the super admin and the payroll admin will be able to access the integration. If the super admin does not assign a payroll admin, they will automatically become the payroll admin for the integration.

If you have an active organizational account in Zoho People, you will be able to sync with greytHR from the Integrations tab of Zoho People's Admin Console. Your Zoho People email address and password are sufficient for you to access greytHR.

Integrating with an existing greytHR account

If you already have an existing greytHR account, it can be synced with your Zoho People account.

  1. From your homepage, go to Settings > Integration > Others
  2. Click Configure inside the greytHR tile

  1. Click the Integration Settings tab and select Existing Account
  2. Fill in the following details
  • Username - The username used in your greytHR account
  • Domain Name- Your domain registered in greytHR
  • Access ID and API key- Unique keys generated from greytHR that enable the integration with Zoho People. Click the link in the Integration Settings page to learn how to generate the Access ID and API key.
  • Click Map your existing account

Now your existing account has been integrated with Zoho People.

Integrating with a new greytHR account

In case you don't have an existing greytHR account, a new account integrated with Zoho People can be created.

  1. From your homepage, go to Settings > Integration > Others
  2. Click Configure inside the greytHR tile

  1. Click the Integration Settings tab and select New Account
  2. Type in your domain name and click Check
  3. Once you give the domain name and click Raise my request, a request will be sent to Zoho People's support team to enable the integration. This will be followed by a call with greytHR to have the account verified and setup.

Sync your employee database

Once your account verification is done, you can complete the following steps.

  1. Under Settings, select the Payroll admin of your organization
  2. Under Location, select the Locations for which you would like to process payroll

  1. Under Employee Type, select the employee types for which payroll needs to be processed
  2. Under I wish to select the options you need:
  • To include employee profiles.
  • To enable employee access from the self-service page.
  • To sync more fields using Field Mapping. Select the fields to be mapped in Zoho People with the corresponding fields in greytHR
  1. Click on Sync my employee database with greytHR

Note: The 'Sync' option will only be visible only the first time of data sync. It will be enabled for all those who select 'Existing accounts'. The sync for existing accounts or new accounts will be carried out based on the conditions set under 'Location' and 'Employee Type'

  1. Click the Payroll Cycle tab. Here you can configure a pay period.

Note: If no pay period is configured, the pay period will automatically be set from the first date of the month to the last date of that month.

 TipClick here to learn how to configure a pay period. The configuration of the Pay period helps you generate the LOP details report.

In some cases, you may have to sync left out data into greytHR. The Quick Push option pushes data of specific employees to greytHR. This helps if data for some employees has to be pushed again due to some error or if was left out while being pushed/auto-synced.

  1. Click the Quick Push tab

  1. Select the user for whom you would like to Push data. You can select one or more users using this option. 
  2. Click Push to send.

The selected user's data will get pushed to greytHR. You can select one or more users using this option.

Update edited data in greytHR

After syncing your employee data with greytHR, there may be instances when you would like to edit it. Such edits will be automatically synced with greytHR.Edited data gets automatically updated under the following conditions:

  • When there is an edit in any information it will be synced, provided the employee (whose details are edited) is mapped to the location and the employee type that is mentioned in the preference. 
  • If there is an edit in either the location or the employee type and this does not abide by the conditions that you have defined in the Settings, then the details will not get updated in greytHR. 
  • If a location is removed in Zoho People's Integration Settings, that location's employees will automatically be excluded from greytHR's payroll processing.
  • If any change regarding location or employee type is done in the employee form and if the changed location and employee type do not come under the specified payroll preference, the employee will be excluded from the payroll process.

Process Payroll

The following data from Zoho People is utilized by greytHR to process payroll.

Employee Database

  • All information needed for payroll processing -  Date of Birth, Date of Joining, Location, Department, Designation, Employee Type, Employee ID, Email Address, Gender, will be synced to greytHR as a result of this integration.
  • Employee records that match the conditions set for 'Location' and 'Employee Type' in your payroll preferences will be synced.
  • All fields mapped under Field Mapping will also be synced.

NoteThe first sync will be a manual sync following which data will be synced automatically for further additions, edits and deletions made to employee records.

Loss of Pay details report

Once a pay period is configured for the Leave Module in Zoho People, the Loss of pay details gets captured automatically in this report. Once the sync is successful with greytHR, the LOP data can be pushed to greytHR and payroll can be processed based on the number of days of loss of pay captured.

Configuring Pay Cycle

In order to process payroll, it is mandatory that the payroll be initiated for that period in greytHR.

To set this up,

  • From your home page, go to Settings > Integration > Services > greytHR
  • Click Show Details
  • Go to Integration Settings and click Admin Login
  • In the top right corner, you will see a drop-down with each month listed

  • Click Create Payroll for the month for which you are pushing data to ensure payroll has been initiated for that month. 

Push LOP Data to greytHR

Once a pay period is configured for the Leave Module in Zoho People, the Loss of Pay details gets captured automatically in the LOP details report, as 'Carry over' leave. After the processing day( set under 'Pay Period Settings'), you can manually add the carry over details as 'Loss of Pay', which in turn can be pushed to greytHR. Once the sync is successful, the LOP report data can be pushed to greytHR and payroll can be processed based on the number of days of Loss of Pay captured.

Follow these steps to push LOP data to greytHR. 

  1. From your home page, go to Reports > Leave > Loss of pay details
  2. Click the ellipsis icon in the top right corner and select Push to Payroll

  1. Select the Location and Payroll Cycle and click Push

The LOP data of employees in the selected Location and Payroll cycle will get pushed to greytHR. .If you wish to push LOP data of all the employees in a selected location, don't select any employees at all. By default, the LOP data of all the employees in the selected Location and Payroll cycle will get pushed to greytHR. If you wish to push LOP data of specific users alone, select the users from Selected Users dropdown. Now the LOP data of the selected users will be pushed to greytHR. The data should be manually pushed every month, and this option will be visible only if the integration is active.

 TipClick here to learn how to configure a pay period.

To view the LOP data pushed from Zoho People populated on greytHR,

  1. From your greytHR dashboard, go to Payroll Inputs
  2. Click Employee LOP details

 

Enable Employees to Access their Payroll Dashboard

In the Settings page where you set up the integration, you can allow your employees to access greytHR right from their Self-Service page. To enable this,

  1. From your home page, go to Settings > Integrations > greytHR
  2. Check the box under I wish to for Enable employees to access greytHR from Self-Service page

Once this is done, employees can access their payroll data using the Access my payroll option in their self-service page and have their payslips printed. They can also use it to submit reimbursement claims, view TDS details, and more, right from their Self-service page.

Field Mapping

Under Field Mapping, you can map Zoho People's employee fields to the corresponding GreytHR fields and sync data for these fields, along with the basic fields.

  • Map any field from the employee form apart from these basic fields: Date of Birth, Date of Joining, Location, Department, Designation, Employee Type, Employee ID, Email ID, and Gender.
  • You can't map tabular section fields from the employee form.
  • Ensure you map the appropriate fields in order to sync the proper data. 

To do Field Mapping,

  1. Click the Field Mapping tab.

  1. Click Map fields.
  2. Select the fields in Zoho People and the corresponding fields to be mapped to in greytHR.

  1. Click Save and Update.

When existing fields are to be modified or more fields are to be added, Instant sync can be used. 

Only the updated fields will be synced. If any fields are removed after instant sync, the synced data of those deleted fields will still be available in greytHR. Instant sync done afterward will not sync the data of those deleted fields. 

Revoke greytHR integration 

To revoke the integration with greytHR:

  1. Go to Settings > Integration > Others.
  2. Click Show Details under greytHR.
  3. Click the Integration Settings tab.

  1. Click Revoke Integration.

​No data will be synced, including the ones under Field Mapping, once the integration is revoked.