Employee Portal - Zoho ERP

The Employee Portal for Zoho ERP users brings key organizational interactions, approvals, and updates into a single, always-available self-service experience. Whether you’re an employee raising purchase requests or a manager responding to expense approvals, you can approach your workday efficiently with a connected mobile experience.

Check out how this app can help you become more agile:

• Track and submit expenses by capturing expenses, mileage logs, and receipts the moment they occur.
• Scan receipts in 15 different languages using the receipt scanner. Take a picture from within the app, and create an expense claim automatically.
• Create expense reports without manual calculations or repetitive data entry, and be aware of different categories of spend.
• Plan and manage business trips by tracking travel-related expenses, advances, and reimbursements.
• Request and cash advances and see real-time status updates on approvals.
• Raise purchase requests and follow their approval status without follow-ups.
• Track card transactions and match them to expenses in real time.
• View salary structure to understand employee pay, deductions, and benefits.
• Access historical payslips and download them for personal records.
• Declare investments digitally to maximize tax benefits and avoid last-minute errors.
• Store and access payroll documents securely without searching emails or shared drives.
• Manage flexible benefit plans (FBP) and adjust selections based on personal needs.
• Reduce dependency on HR and finance teams by accessing self-service information anytime.
• Select flights, hotels, cabs, and trains based on the company's policy and have them sent for approval. Once approved, the tickets will be automatically booked.
• Get instant notifications of your team's travel, purchases, and expense report updates; and take action on them on the go.
• Add expenses while you are offline and have them synced once you are back online.

Here are some real-word use cases and scenarios where this app will be useful:

• Business travel and reimbursement. An employee traveling for client meetings books her flight tickets, logs expenses on the go, and submits receipts instantly. She then tracks approvals, and receives reimbursements faster without manual follow-ups.
• Monthly payroll access. An employee downloads payslips, reviews earnings and deductions, and accesses payroll documents anytime without contacting HR.
• Tax planning and compliance. During tax season, an employee declares investments, manages reimbursements, and reviews FBP selections directly in the app, ensuring accurate and timely submissions.
• Purchase and approval workflows. An employee raises a purchase request for work-related needs and tracks approvals transparently, avoiding email chains and approval delays.

To the business, this app reduces administrative overhead by automating employee expense, payroll, and approval workflows directly within Zoho ERP. It improves data accuracy and compliance by ensuring all submissions follow company policies and are recorded in real time. By giving employees self-service access, the business saves time, speeds up reimbursements and payroll processing, and enables HR and finance teams to focus on higher-value work.

Disclaimer: Continued use of GPS running in the background can dramatically decrease battery life.