JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Zoho People Tutorials & Guides

Practical Zoho People tutorials, troubleshooting notes and implementation guides from real projects.

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Zoho People Analytics Regional Configuration
Zoho People

Zoho People Analytics Regional Configuration

This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibil...

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Zoho People: Reject an Application for Leave in Deluge based on Criteria
Zoho People

Zoho People: Reject an Application for Leave in Deluge based on Criteria

This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)...

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My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

27 Years in IT
1021 CRM clients
812 Site articles
29.9m+ Reads / hits

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