Table Cards
ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
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Change manager

Approvals for the selected people re-route to the new manager from the effective date.

Leave approvals move now. ZetTime timesheet approvals and ZetPlan schedule approvals follow on the effective date.

Change location

Updates the office, holiday calendar and attendance geofence.

Send document

Each person gets it in the Employee portal to read and e-sign.

Deactivate employees

They lose sign-in to every ZetSuite app. Their records, history and documents are kept.

Use Offboarding for people who are leaving, so clearance, settlement and letters are handled. Deactivate is for duplicate or test records and immediate access removal.
Start exit instead

Save this view

Keeps the current saved view, filters and search as a shortcut.

Import employees

Bring people in from a spreadsheet. Nothing is saved until the last step.

  1. 1Upload
  2. 2Map columns
  3. 3Fix errors
  4. 4Preview
  5. 5Done