Zoho People Case Study: How Docyt Moved Its HR Work to Zoho People
Infobyd, a Zoho Advanced Partner, set up Zoho People for Docyt, a growing company that uses AI to manage documents for accounting firms and CPAs. Before Zoho, leave, time tracking, reviews and payroll were handled by hand in separate tools. Now all HR work runs in Zoho People, linked with Zoho Books.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
About the client
Docyt uses AI to make document work simple for accounting firms and CPAs (chartered accountants in the US). As its team grew, HR work became harder to manage.
What was the challenge?
Leave requests, time tracking and reviews were done by hand, causing delays and mistakes
HR used separate tools, so the same data was typed many times
Employee data, roles, reviews and payroll became hard to manage as the team grew
Payroll and tax reports were complex, with a risk of mistakes
How did we solve it with Zoho?
We chose Zoho People for its automation, its link with Zoho Books and its ease of use.
Onboarding
- Automatic document collection, task assignment and welcome messages for new staff
Time and leave
- Time and attendance tracking
- Leave requests and approvals that run on their own
Performance
- Appraisals, goals and KPIs (key performance numbers) in one place
Payroll
- Custom salary structures and deductions
- Linked with Zoho Books for tax compliance
Employee self-service portal in Zoho People
- Staff update their own details, see their performance and ask for time off
How did we do it?
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Plan
We studied their HR steps and listed key needs for the Zoho People implementation.
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Set up
We built custom forms, the company structure, roles and access, leave types, time rules and payroll parts.
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Connect
We linked Zoho People with Zoho Books and set alerts and approvals for leave, time logs and reviews.
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Train
We trained HR staff and employees and gave a user guide and support.
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Go live
All HR work moved to Zoho People, and we kept checking and fixing issues.
What were the results?
Leave approvals, payroll and appraisals now run with fewer mistakes.
The self-service portal gives staff what they need without waiting.
Accurate payroll that follows tax rules.
Clear reports on attendance, leave trends and performance.
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