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Zoho Connect & People, Smarter HR for Security Quotient

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Security Quotient
Implementation Partner
CRMFolks (Zoho Premium Partner)
Solution Platform
Zoho People, Zoho Connect

Client Overview 

Security Quotient Pvt Ltd is a cybersecurity awareness firm based in India, delivering training programs that help businesses strengthen human cyber defence. With a growing team working in a hybrid model, the company needed efficient tools to manage HR operations and foster internal collaboration. 

Challenge

As Security Quotient scaled, manual processes for leave management, shift scheduling, employee exits, and documentation
became increasingly inefficient. Key challenges included:

  • Ineffective leave and timesheet tracking;
  • Lack of centralized employee records
  • Manual offboarding and KT processes
  • Time-consuming generation of exit documents
  • Fragmented internal communication

Solution Implemented

Security Quotient deployed
Zoho People
and
Zoho Connect
to overhaul its HR operations and team collaboration. Key implementations included:

In Zoho People:

  • Leave Management
    : Automated policies, leave balances, and manager approvals
  • Employee Set
    : Defined roles, departments, and reporting hierarchy
  • Timesheet Setup
    : Tracked work hours and productivity by project
  • Shift Setup
    : Custom shift schedules with linked attendance rules
  • Custom Forms
    :
  • Offboarding
    – Initiated structured exit process
  • KT Process
    – Tracked knowledge transfer from exiting employees
  • Exit Letter & Relieving Letter
    – Auto-generated official documents with digital signatures

In Zoho Connect:

  • Created team groups for announcements
  • Shared onboarding/offboarding tasks and KT checklists
  • Used Boards to collaborate on internal workflows

 Results

  • 40% reduction
    in manual HR tasks
  • Faster onboarding and offboarding
    cycles
  • Improved compliance
    with automated policy handling
  • Stronger collaboration
    across departments
  • HR efficiency improved
    , freeing time for strategic initiatives
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