The Zoho People toolkit lets agents check employees in and out, read attendance entries and reports, look up employees, manage leave types and leave records, run bulk check-in/out, and call custom Zoho People API endpoints. Authentication is per-user OAuth — each user connects their own Zoho account.
Add it on the agent Toolkits tab. The first use prompts the user to connect Zoho if they have not already.
Prerequisites​
- Zoho People access for the org the agent should use
- An agent you can edit
- Zoho OAuth configured for your organization (admin), including the correct regional accounts URL (for example
https://accounts.zoho.in)
- Users who will chat with the agent must complete the Zoho OAuth connect flow when prompted
- Confirm an admin has configured Zoho OAuth (Client ID, Client Secret, redirect URI, regional accounts URL).
- Open the agent → Toolkits → add Zoho People.
- Save the agent. In Chat, connect Zoho when prompted.
@-mention Zoho People tools in the personality prompt for attendance and leave tasks.
Attendance​
| Tool | Description |
|---|
| Check In | Checks an employee in (employee ID or email). |
| Check Out | Checks an employee out. |
| Bulk Check In | Checks multiple employees in. |
| Bulk Check Out | Checks multiple employees out. |
| Get Attendance Entries | Lists attendance entries. |
| Get Attendance Report | Returns an attendance report for a date range. |
Employees & leave​
| Tool | Description |
|---|
| Get Employees | Looks up employees. |
| Get Leave Types | Lists leave types. |
| Get Leave Records | Lists leave records. |
| Apply Leave | Submits a leave request. |
| Custom API Call | Calls a custom Zoho People API endpoint with the connected OAuth token. |
Use cases​
- Check an employee in or out from chat
- Pull attendance reports for a date range
- Look up an employee and apply leave
- Extend coverage with a custom API call when a dedicated tool is missing
- Employee identity accepts ID or email.
- Many date fields use
dd-MMM-yyyy — match Zoho’s expected format.
- Regional accounts URL must match the Zoho data center for your org.
- Access is limited to what the connected Zoho user can do in People.
Troubleshooting​
| Symptom | What to check |
|---|
| OAuth / region errors | Admin ZOHO_ACCOUNTS_URL and client registration region |
| Check-in fails | Employee ID/email and attendance permissions |
| Empty employee list | Connected user role and org scope |
| Leave apply rejected | Leave type ID, dates, and policy rules in Zoho |