Description
1. Training Structure
Required Materials:
- Stable Internet connection
- Zoho People account with admin access
- Sample HR data for practice exercises
- Two screens recommended for simultaneous learning and application
Evaluation Methods:
- Practical exercises at each module
- Real-time feedback
- Competency validation quiz
- Final participant demonstration
2. Learning Objectives
General Objective:
By the end of this training, participants will be able to configure and optimize Zoho People by automating HR processes, customizing workflows, and leveraging analytics to improve human resources management.
Specific Objectives:
- Master advanced settings and module customization
- Automate HR workflows and approval processes
- Configure and manage performance tracking and appraisals
- Implement advanced attendance and leave management systems
- Secure data and manage user permissions and access
- Leverage advanced HR reporting and analytics
3. Training Content and Flow
Module 1: Advanced Customization and Configuration
Objective: Understand and configure advanced Zoho People settings for optimized management.
- Custom field configuration for employee records
- Creation and customization of HR forms
- User role and permission setup
- Access control by department and hierarchy
- Exercise: Create a custom HR form and assign roles and permissions
Module 2: HR Process Automation
Objective: Automate workflows to enhance HR process efficiency.
- Creating and managing automated workflows
- Leave approval, HR request, and validation automation
- Setting up notifications and reminders
- Using conditional rules to tailor HR processes
- Exercise: Implement a leave approval workflow and HR request tracking process
Module 3: Advanced Attendance and Leave Management
Objective: Set up detailed attendance and leave tracking aligned with company policies.
- Customizing work schedules and attendance cycles
- Overtime tracking and flexible schedules
- Creating complex leave and absence policies
- Integration with badges and GPS tracking for field employees
- Exercise: Create and apply a leave policy with working hours tracking
Module 4: Performance Tracking and Talent Management
Objective: Set up employee evaluation systems and manage talent development.
- Configuration of performance criteria and evaluation cycles
- Automating feedback and self-evaluation
- Tracking employee goals and competencies
- Creating training and development plans
- Exercise: Define an evaluation cycle and build a self-assessment form
Module 5: Advanced HR Reporting and Analytics
Objective: Use HR data to make strategic decisions.
- Creating and customizing advanced reports
- Analyzing absenteeism and turnover rates
- Automating periodic reports and scheduled delivery
- Integration with Zoho Analytics for deeper insights
- Exercise: Generate a report on attendance and absenteeism and build an HR dashboard
4. Evaluation and Follow-Up
Participant Evaluation:
- Knowledge validation at each module through practical exercises
- Final competency quiz
- Final demonstration: Setup of an advanced workflow and custom report
Training Evaluation:
Satisfaction survey at the end of the session
5. Expected Outcomes
For Participants:
- Configure Zoho People at an advanced level
- Automate HR processes and boost efficiency
- Implement customized leave and attendance tracking policies
- Use performance reviews to optimize talent management
- Analyze HR data and make informed decisions using detailed reports
For the Company:
- Enhanced HR management through automation
- Reduced time spent on administrative HR tasks
- Improved organization and tracking of talent and performance
- Access to advanced HR analytics for better decision-making
6. Key Strengths of the Videoconference Training
- Interactive format with practical exercises at every step
- Progressive learning of advanced features
- Focus on HR process optimization through automation
- Access to advanced techniques for performance tracking and analysis
