Zoho People Implementation Plan and Implementation
Budget: $30 – $250 USD
Overview:
We're a U.S.-based bookkeeping and business advisory firm using Zoho One. We’re hiring an experienced Zoho People consultant to help us plan and implement the best setup for a remote-first team of 5 employees (with 10–15 expected over the next year). This is part of a phased Zoho rollout—each app will be handled as its own project.
Scope of Work:
You will:
- Recommend how to optimize our org structure, departments, reporting hierarchy, and employee roles
- Implement our leave and attendance policies
- Create workflows for approvals (e.g. time off, document acknowledgment)
- Build a scalable onboarding process including:
Employee data collection
Training assignment tracking / workflow (if possible)
Role / access policy based on advancement (trainee to woker)
- Explore out options for performance management (goal setting, review cycles, custom appraisal forms)
and ways to integrate with other Zoho apps or 3rd party.
- Recommend best SLA within Zoho apps
- Assign permissions and role-based access controls
- Advise on best practices for small/medium-sized service businesses with remote teams
- Potentially connect Zoho People to Zoho Projects/Learn for onboarding or timesheet-related tracking
- Document processes and provide training or video walkthroughs for our internal admin team
Requirements:
- Proven experience configuring Zoho People for small teams
- Familiarity with onboarding automation, approval workflows, and performance review setup
- Clear communication and documentation skills
- Ability to suggest scalable, efficient solutions
Provided by Us:
- Written policies for leave, attendance, and approvals
- Admin-level Zoho access
- Clarity on roles and responsibilities across departments
- Clear expectations for onboarding milestones (you’ll help design the rest)
Zoho Apps we work with: Projects, Connect, Qliq, team inbox, Workdrive, Learn, CRM
Zoho Apps we are looking to implement right away: Workplace, Directory, Vault
Timeline:
Ready to start immediately. Expecting the full setup and documentation to be completed within 1 week, with potential for ongoing light support.
How to Apply:
Please include:
Examples of Zoho People setups you've done (especially onboarding/performance management)
Your recommended checklist or setup approach
Your availability and pricing (hourly or fixed)
We're a U.S.-based bookkeeping and business advisory firm using Zoho One. We’re hiring an experienced Zoho People consultant to help us plan and implement the best setup for a remote-first team of 5 employees (with 10–15 expected over the next year). This is part of a phased Zoho rollout—each app will be handled as its own project.
Scope of Work:
You will:
- Recommend how to optimize our org structure, departments, reporting hierarchy, and employee roles
- Implement our leave and attendance policies
- Create workflows for approvals (e.g. time off, document acknowledgment)
- Build a scalable onboarding process including:
Employee data collection
Training assignment tracking / workflow (if possible)
Role / access policy based on advancement (trainee to woker)
- Explore out options for performance management (goal setting, review cycles, custom appraisal forms)
and ways to integrate with other Zoho apps or 3rd party.
- Recommend best SLA within Zoho apps
- Assign permissions and role-based access controls
- Advise on best practices for small/medium-sized service businesses with remote teams
- Potentially connect Zoho People to Zoho Projects/Learn for onboarding or timesheet-related tracking
- Document processes and provide training or video walkthroughs for our internal admin team
Requirements:
- Proven experience configuring Zoho People for small teams
- Familiarity with onboarding automation, approval workflows, and performance review setup
- Clear communication and documentation skills
- Ability to suggest scalable, efficient solutions
Provided by Us:
- Written policies for leave, attendance, and approvals
- Admin-level Zoho access
- Clarity on roles and responsibilities across departments
- Clear expectations for onboarding milestones (you’ll help design the rest)
Zoho Apps we work with: Projects, Connect, Qliq, team inbox, Workdrive, Learn, CRM
Zoho Apps we are looking to implement right away: Workplace, Directory, Vault
Timeline:
Ready to start immediately. Expecting the full setup and documentation to be completed within 1 week, with potential for ongoing light support.
How to Apply:
Please include:
Examples of Zoho People setups you've done (especially onboarding/performance management)
Your recommended checklist or setup approach
Your availability and pricing (hourly or fixed)