Before you install the Zimple extension

Before you install the Zimple extension

Before installing the Zimple extension to integrate Zoho People with SimplePay, you must complete a few essential setup steps on both platforms. Ensuring your data and configurations are correctly aligned will help prevent errors and ensure a smooth integration process.

This guide will walk you through the prerequisites in Zoho People and SimplePay, covering key settings, permissions, and necessary configurations to prepare your accounts for seamless data syncing. Follow these steps carefully to avoid any disruptions once the extension is installed.


Step 1: Align Your Employee Data
Before integrating Zoho People with SimplePay, ensure employee data is consistent across both platforms. Misaligned data can cause sync issues and errors during the integration.

Here’s what you need to check:
  1. Employee IDs Match – Ensure that employee IDs in Zoho People and SimplePay are identical. This is important for accurate payroll mapping.
  2. Leave Policies Are Synced – Verify that employees are assigned the correct default or customised leave policies in both systems. Any discrepancies could impact leave balance calculations.
Ensuring these align before installing the Zimple extension will help avoid integration errors.

Step 2: Ensure Policy Accrual, Pro-Rata, and Visibility Settings Align
To prevent discrepancies in leave balances and payroll calculations, ensure that the accrual, pro-rata, and visibility settings in Zoho People match those in SimplePay.

Here’s what to check:
  • Accrual Settings – Confirm that leave accrual rules (e.g., monthly, yearly, or based on service length) are configured consistently in both systems.
  • Pro-Rata Adjustments – If leave is prorated based on the employee’s joining date or specific rules, ensure these settings are the same on both platforms.
  • Visibility Settings – Ensure the displayed leave balance is set to "Current Date".
Aligning these settings before installing the Zimple extension helps maintain consistency between Zoho People and SimplePay, reducing errors in leave calculations and payroll processing.