Sixty One Steps

Zoho People Setup Customization & Training

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Project Description

A growing medical device company in Chennai needed a modern HR system to replace its manual, Excel-based processes. Their HR team struggled with managing attendance, leave, performance reviews, and employee data across spreadsheets. With expansion underway, they required a scalable HR platform with automation, structured workflows, and a smooth performance appraisal cycle. They also needed hands-on training and ongoing support to ensure adoption across the organisation.

Sixty One Steps implemented a fully customised Zoho People setup tailored to the company’s HR processes. The engagement covered:

Solution & Implementation

Data Migration from Excel

We migrated all employee data, historic records, leave balances, attendance logs, and performance information into Zoho People with complete validation and cleanup.

End-to-End Module Configuration

Every Zoho People module—Leave, Attendance, Time, Files, Onboarding, Performance, and more—was configured to match the organisation’s internal policies and workflows.

Performance Module Customisation

This project had a strong focus on setting up the Performance Management System (PMS).

We:

  • Configured KRAs, competencies & goals
  • Built custom appraisal templates
  • Designed appraisal cycles by department
  • Automated reviewer and approver workflows
  • Streamlined employee self-appraisal and multi-rater review processes

Custom Workflows & Automation

To simplify daily HR operations, we implemented custom workflows for:

  • Onboarding and document collection

  • Attendance correction requests

  • Leave approvals

  • Appraisal reminders and escalation paths

  • Employee confirmation and probation cycles

These automations helped eliminate repetitive manual tasks and improved process consistency.

Training & Ongoing Support

We provided in-depth training for:

  • HR admins

  • Managers

  • Employees

Additionally, our team continued offering remote support during and after implementation to ensure smooth adoption and to guide the HR team through their first appraisal cycle on Zoho People.

Outcome

The medical device company achieved a fully digital, automated HR ecosystem within weeks. Key results included:

  • 100% migration from Excel to an organised, centralised HR system

  • Faster and more accurate appraisal cycles, reducing manual effort by over 40%

  • Streamlined HR workflows with role-based approvals and automated notifications

  • Improved compliance and transparency across employee records

  • Higher system adoption due to training and continuous support

  • Scalable HR platform ready for their expanding workforce

The company now runs all HR operations—from onboarding to performance management—seamlessly on Zoho People, with a structured, consistent, and data-driven approach.