Ideas to put to work
Capacity planned around client deadlines, with leave and holidays already counted.
Capacity plan with leave
Sofia reads leave records, holidays and departments alongside Asana deadlines and builds an Excel capacity plan for the coming months.
Attendance summary for partners
Sofia gets the month's attendance report and summarizes the patterns in Word for the partners.
New hires created from offers
When a candidate accepts an offer in Lever, Sofia creates the Zoho People employee record, with your approval.
Leave requests from chat
When someone asks in Slack for time off, Sofia submits the leave request for them, with your approval.
What Sofia can do with Zoho People
Sofia reads and keeps current
- Employees
- Attendance
- Leave records and types
- Departments and designations
- Holidays
- Custom form records
Sofia does, with your approval where you want it
- Create or update an employee
- Submit a leave request
- Check an employee in or out
- Get an attendance report
- Create or update a form record
- Add a holiday
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- AsanaWork management for projects and tasks
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- LeverApplicant tracking and recruiting CRM
- SlackTeam messaging in channels and direct messages
GreenhouseApplicant tracking and hiring software
GustoPayroll, benefits and HR for small businesses- BambooHRHR system for employee records and time off
Let Sofia plan around your Zoho People data
Score your firm in three minutes, or talk to our team.