Keep key employee details at your fingertips with Zoho People + Zoho Cliq

bringing-zoho-people-inside-zoho-cliq

Human resources teams can save a lot of time by accessing employee information, activities, and availability right inside their business communication tool. That's why we've created a powerful Zoho People integration for Zoho Cliq.   

To set up the Zoho People integration in Zoho Cliq, administrators will need to enable the option from Cliq's Admin panel.

enable-soho-people-integration-in-zoho-cliq

Note: You must be an Admin in both Zoho Cliq and Zoho People to configure this integration.

Get to know your colleagues better 

Let's say you've been wanting to connect and collaborate with people outside your team. Before you greet them over chat, you'll want to know a little more about who they are and what they do. 

  • With a quick search of their name in Cliq, you can pull their profile from Zoho People. From there, you can view their department, designation, manager, seating location, and more.

search-users-in-cliq

  • To access quick information about an employee, click on their profile picture anywhere in Cliq. 

view-quick-information-of-employees

  • View their department and designation by @mentioning them in a Cliq chat.

Stay updated on coworkers' availability 

Determine the best times to reach out to coworkers by checking their availability. When you integrate Zoho People with Zoho Cliq, you can set up a workflow to be notified when people check in and check out of work. 

Follow the steps in this post to configure a bot that delivers availability notifications in a Cliq channel, so you can easily coordinate collaborative tasks.

With the People-Cliq integration, you can check in, check out, and apply leave from Zoho Cliq's Remote Work dashboard. Admins can also track availability reports of all employees from the Admin Panel.

apply-leave-check-availability

Check key tasks off your list 

Keep track of all the tasks assigned to you in Zoho People by receiving task notifications in Zoho Cliq. All you have to do is configure workflow automation upon a task's creation and assignment to you in People, and you will be notified of the due date, priority level, and other details. 

Create custom workflows for every activity 

Leverage the power of Cliq's developer platform to configure custom workflows for seamless collaboration.

Here are some examples of custom workflow actions you can set up in Zoho Cliq:

  • Set up team member availability alerts to be delivered by a bot.

  • Establish upcoming holiday notifications in an organization channel. 

  • Add or update announcements in Zoho People using slash commands or message actions in Zoho Cliq.

  • Configure bot alerts in Cliq whenever a new course is added in Zoho People.

  • Create a widget in Cliq to manage employee shifts.

developer-platform-workflows-zoho-people-cliq

If you have any questions regarding this integration, drop them in the comments below or reach out to us at support@zohocliq.com.

Comments

Leave a Reply

Your email address will not be published.

The comment language code.
By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts