Employee Records

Zoho People holds each employee's profile: role, department, manager, contact details and status. A Beam agent reads these records, and when something changes upstream, a new hire, a department move, a title update, applies the account's rule to keep connected systems current, such as updating a directory or provisioning entry. Routine, well-formed changes go through on their own. A record with missing mandatory fields, a conflicting manager assignment, or a change that affects pay or access is routed to an HR person to confirm before the agent writes anything further downstream.

Leave and Attendance

Employees request time off and log attendance inside Zoho People against company policy. A Beam agent reads incoming leave requests and attendance entries, checks them against the approved rule, balance available, notice period, blackout dates, and clears straightforward ones or notifies the approving manager. Clean requests that fit policy are handled quickly. Anything that breaks a rule, overlaps a critical coverage gap, or needs a manager's discretion is escalated to a person, so no exception is waved through automatically and HR keeps sight of the calls that matter.

Onboarding Workflows

Zoho People runs onboarding as a set of tasks and forms a new joiner and HR complete before a start date. A Beam agent reads the state of each onboarding checklist, applies the rule for that role or location, and nudges the next owner or updates a linked system when a step finishes, for example flagging IT once paperwork is signed. Standard onboarding paths advance on their own. A stalled step, a missing document, or a joiner whose role has no defined workflow is handed to an HR coordinator to resolve.