Zero upfront. You pay when it works. Book a free call →

HR

Onboarding and offboarding automation in Zoho People

Onboarding, transfers and offboarding, done right every time.

The admin around every hire, transfer and exit, run as one flow across HR, IT, payroll and finance, with access removed the same day someone leaves.

Zoho appsZoho PeopleZoho PayrollZoho RecruitZoho DirectoryZoho Desk

Today

The way it runs now

A new joiner arrives with no laptop or email. Someone who left last month can still log in to your CRM. HR, IT and finance each assume another team did it.

With the agent

Same dayaccess removed when someone leaves
1 flowacross HR, IT, payroll and finance
100%audit trail per employee

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    HR event

    A hire, transfer or exit in Zoho People starts the run.

  2. 02

    Checklist

    Builds the right checklist by role, location and grade.

  3. 03

    Accounts and access

    Creates or removes email, app and Zoho licences, so no ex-staff keep access.

  4. 04

    Assets and payroll

    Orders or recovers laptops, updates payroll, final settlement and letters.

  5. 05

    Manager sign-off

    Managers and IT confirm each step before it closes.

    A person decides
  6. 06

    Close out

    Documents filed, audit trail kept, nothing left hanging.

What you get

Built, connected and run for you.

  • Built inside your own Zoho org, with your fields and Blueprints
  • Scoped access, logged in Zoho and in our audit log
  • Approval steps on anything risky
  • Dashboards in Zoho Analytics
  • Training for the people who use it
  • Support and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

What starts a run?

A hire, transfer or exit recorded in Zoho People. Nothing else is needed.

Can it remove access to tools outside Zoho?

Yes, for any tool with an admin API, including Google Workspace, Microsoft 365 and Slack.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

Keep exploring

More zoho solutions

Let’s talk

Put Joiners, movers and leavers agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.
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