Zoho People: Get Performance Records over API
- Category: Zoho People
- Hits: 27224
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
Why?
Cos it took us a while. The online forums seem to go back over a decade and the documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize.
My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to it. Turns out, it's a system report you can't change. Enter Zoho Analytics... well almost, Analytics will sync with Zoho People but I wasn't able to select the performance modules (Client Review and Placement Tech Survey having been disabled)...
How?
So this might seem obvious but after trying to scan the meta data (snippets at the bottom of this article), the simplest way was right in front of us. We're going to use the interface to find the form where staff have been entering employees goals, then we're going to query it and push it to Zoho Analytics.
Zoho People: Reject an Application for Leave in Deluge based on Criteria
- Category: Zoho People
- Hits: 63355
This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was:
- Check the department this employee belongs to
- Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)
- Prevent an employee for applying for leave if over 80% of the department have already booked the requested dates off.
In other words, if there are 10 people in a department/team, and 8 people have booked tomorrow off, prevent a 9th team member booking tomorrow off.
Why?
I've written this article as it took a while to achieve. The Zoho People application and its API are documented but there are problems with the documentation at the time that this article was written. One is that there are 2 sets of documentation and the other is that the majority of the documentation doesn't refer to OAuth 2.0/json and instead uses the deprecated authtoken v1 and XML.
How?
The trick in this solution was more about the process and what that process was.
