Use Case: Automated HR Management Journey for a Workforce-Centric Enterprise

Client Industry:

The client operates in the industrial flooring and infrastructure solutions, specializing in high-performance flooring systems for commercial, manufacturing, and industrial facilities. Their services ensure durable, seamless, and efficient flooring installations tailored for heavy-duty environments.

Technology Partner:

Elite Tech Global, a certified Zoho Partner, was brought in as the technology and implementation partner for CRM and automation solutions.

Business Challenge

• Lack of alignment in employee activity tracking and documentation
• Manual leave management through emails, leading to delays and inconsistencies
• No structured process for comp-off approvals and tracking overtime work
• Manual LOP (Loss of Pay) deductions, not synchronized with payroll processing
• Inefficient onboarding and exit flows, often delayed or missed
• Low employee engagement due to the absence of systematic communication and recognition

Use Case Objective

To build a fully automated HR management system using Zoho applications that handles the entire employee lifecycle: onboarding, leave and comp-off management, payroll synchronization, engagement activities, and off boarding with reduced manual intervention and improved transparency.

Platform Used:

• Zoho People
• Zoho Payroll
• Zoho Cliq

Step-by-Step Implementation – Delivered by Elite Tech Global

Step 1: Structured Leave & Attendance Management – Zoho People

• Multiple leave types (CL, SL, EL, etc.) were set up with specific approval flows.
• Employees could apply for leave through the portal.
• Reporting managers received real-time notifications for leave requests.
• Approvals, rejections, and escalations were automated.
• This streamlined the leave process, improving response time and accuracy.

Step 2: Comp-Off Management & Overtime Credit – Zoho People + API

• A dedicated comp-off request workflow was implemented, allowing employees to request comp-offs for overtime.
• Automatic comp-off crediting was enabled using API integrations that tracked employee overtime and credited leave balances accordingly.

Step 3: Smart Onboarding Flows – Zoho People

• Automated onboarding flows were developed to handle document collection, policy acknowledgment, welcome messages, and IT checklists.
• This reduced onboarding time and ensured alignment during a new hire’s first week.

Step 4: Reminders for HR Activities – Zoho People

• Automated reminders for confirmation dates, probation reviews, work anniversaries, and documentation renewals ensured proactive HR engagement.

Step 5: Exit Management Workflow – Zoho People

• System-triggered flows initiated on resignation, deactivating access, assigning clearance tasks, and HR review checkpoints.

Step 6: Payroll Synchronization – Zoho Payroll

• Integration of Zoho People with Zoho Payroll for automatic LOP deductions.
• Approved leaves and attendance data synchronized directly with payroll.

Step 7: Payroll Analytics and Salary Revisions – Zoho Payroll

• Customized reports for monthly LOP deductions, salary holds, and benefits status.
• Structured salary revision workflow with approvals and tracking.

Step 8: Employee Engagement via Cliq – Zoho People + Zoho Cliq

• Custom automation sent birthday messages to team channels in Zoho Cliq.
• Integration removed manual effort and ensured consistent engagement.

Results Delivered

Conclusion

By leveraging Zoho People, Payroll, and Cliq, Elite Tech Global successfully transformed the HR operations of a mid-sized industrial enterprise. The new system provided:

• Automation of routine HR processes
• Accurate payroll synchronization
• Timely communication and improved engagement
• Streamlined onboarding and secure exit flows

The solution not only saved time but also created a more structured, scalable, and employee-centric HR environment — setting the foundation for future digital growth.