Zoho People: Simplify HR Processes with Offer Details Sync Feature

Zoho People: Simplify HR Processes with Offer Details Sync Feature



Zoho introduced a new enhancement for the Zoho People integration that enables seamless syncing of offer details when a candidate transitions into an employee. This update optimizes the recruitment-to-onboarding process by automatically transferring key offer information, such as Date of Joining and CTC.

How It Works  


Navigate to Setup > Marketplace > Zoho > Zoho People.
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Review the field mapping and click Proceed.
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A dedicated section for Offer Details will then be created within Zoho People.
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Benefits

Use Case #1: Efficient Onboarding  

HR teams can effortlessly transfer crucial offer details like Date of Joining and CTC from Zoho Recruit to Zoho People. This reduces manual data entry errors and ensures a smooth onboarding experience.

Use Case #2: Compliance and Accurate Record-Keeping  

Automated syncing of offer details maintains compliance with company policies while keeping employee records consistent for audits and future reference.

Use Case #3: Enhanced Coordination Between Hiring & HR Teams  

By syncing the most recent accepted offer details into Zoho People, hiring and HR teams remain aligned, reducing unnecessary back-and-forth communication and ensuring all stakeholders have the latest information.

Notes
Important Note

  • Access-Based Sync:
    Offer details are synchronized only if the user performing the action has:

    • Necessary access permissions for offer fields

    • Attachment permissions for offer letters

    Fixed Field Mapping:

    • Field mapping is predefined and cannot be modified.

    CTC Format:

    • The CTC field syncs only if the value is specified as per month or per year.

    Latest and Relevant Offers Only:

    • Only the most recently accepted offer letter is pushed to Zoho People.

    • If both Permanent and Contract offers exist, only the Permanent offer is synced.


For more details visit pfc-group.com

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