Workerly
Generating Reports
You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the Timesheets module linking other modules such as Temps, Jobs, and others. Types of Report Tabular ...
Working with Reports
Zoho Workerly reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho Workerly, standard reports are provided in various modules, which can be either used as it is ...
Attaching from Local Drive
You can use this feature to attach documents, spreadsheets, and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Temps, Clients, etc. In the [Module] Home page, select a ...
Document Library within Zoho Workerly
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...
Ytel for Zoho Workerly
The extension is available only for the US DC users. The Ytel extension for Zoho Workerly enables temporary staffing agencies to send SMS messages to their temps, directly from Zoho Workerly. With this extension, staffing agents can use SMS to ...
Vonage for Workerly
The extension is available only for the US DC users. Installing the extension You can either go to the Zoho Marketplace and install the Vonage extension, or log in to your Zoho Workerly account and install. To install Vonage extension: Go to Setup > ...
Getting documents signed with Adobe Sign
What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. It is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
Getting documents signed with DocuSign
What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. This is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
Getting documents signed with Zoho Sign
What is an e-signature? An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. It is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely ...
Zoho Books Integration
With the Zoho Books integration, you can send professional invoices to your clients and accept payments online. Set-up Zoho Books Getting started with setting up your books integration with your account has three initial criteria to be considered. ...
Configure Zoho Mail in Zoho Workerly
Set up email account via POP3 Zoho Workerly lets you configure a Zoho Mail account or a third party email account via POP3. An important point to note here is that Zoho Workerly uses Zoho Mail to fetch emails and display them within Workerly. ...
Managing Zoho Mail Add-on Users
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho Workerly account. It helps you to keep track of all the email communication between the customers and the Workerly users. In addition to this, as an ...
Merging Duplicate Records
Introduction Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. There are two features to merge duplicate records. Find & Merge Duplicate Records ...
Attaching URL to a record
Introduction When you manage a workforce in your organization, you may have to send and receive several documents to your Clients and Temps. They may be legal agreements, billing documents and so on. Zoho Workerly's document management feature helps ...
Manage Notes
In Zoho Workerly, you can associate notes with the records by specifying the required details. Availability Permissions Required: Only users with the "Create" permission for notes can perform this action. To create notes Click the [Module] tab. In ...
Associate Records
Attach Documents To attach documents This feature allows you to attach documents, spreadsheets and presentations to Temps or Clients. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Assign ...
Approving Records
Approving Records The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first ...
Navigating Records
Navigating Records Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Workerly allows easy movement between records; provides options to choose the number of records to be displayed on one page; and ...
Record Sharing
Collaboration is essential in a team. Zoho Workerly provides different levels of data sharing, one being the record-level sharing where users can share Jobs and Contacts with other users in the organization. The record-level sharing is just an ...
Search Records
The search option helps to locate specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho Workerly are: Search by Alphabets ...
Common Functions
Navigate Records Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Workerly allows easy movement between records; provides options to choose the number of records to be displayed in one page; and ...
Using Advanced Filters
Availability All editions of Zoho Workerly The advanced filter is a powerful search tool that enables you to extract valuable information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your ...
Managing Calendar in Zoho Workerly
Planning and scheduling are important. Especially when it comes to business assignments. A well-conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning. Having to keep track of all ...
Using Calendar in Zoho Workerly
Knowing your calendar and the various components in it are helpful in planning all your events and scheduled calls efficiently. Following are some of the components in the Zoho Workerly calendar that will help you understand the calendar better and ...
Workerly Variables
Workerly Variables are pseudo-module fields that are used to store static and reusable information in your Zoho Workerly account. A Workerly Variable can have unique set of values and can be widely used as merge fields in Email templates. It can also ...
Request Data Backup
The Request Data Backup feature allows users with Administrator privileges to take a complete backup of the Workerly data. Availability Profile Permission Required: Users under the Administrator profile can access this feature. Data Backup ...
Migrate Data from Another System
Thank you for choosing Zoho Workerly. If you are ready to migrate data from your existing software to Zoho Workerly, follow the steps given below or contact us to assist you in migrating your data. If you want us to do the migration for you, please ...
Recycle Bin
The Recycle Bin stores all the records and files that are deleted from the Zoho Workerly account. The records in the recycle bin will be available for 60 days after which it will be permanently deleted from your Workerly account. Note The records in ...
Activity Logs
This feature allows you to view the list of actions performed by the users in Zoho Recruit. You can sort the actions based on users and date. To view the activity log: Go to Setup > Data Administration > Activity Log. In the Activity Log page, do the ...
Audit Logs
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho Workerly. Audit logs are helpful to determine the happenings before and after an event and also to identify records associated with ...
Export Data
Exporting Data Zoho Workerly allows you to export and take a backup of all your existing data in a few simple steps. The different export options available in Zoho Workerly are: Export data Request Workerly data backup Export Module Data ...
Temp Login- Setup Domain
Zoho Workerly gives an advantage of all-in-one Temp Portal that enables Temps to track of their Jobs and Timesheets. Setting up domain enables Temps to access your portal using a custom domain URL. For example, if your company website is ...
Autoresponse Rule for Webforms
The Auto Response rule feature enables you to send automated emails when Associates for the custom modules are generated through web forms. When a temp is brought in through web forms, you may want to send appropriate emails to them with different ...
Create Webforms
Creating a web form involves three steps Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the applicant needs ...
Web Forms
Web forms simplify the process of capturing the visitor or user information from your website into your system. They are designed to automate the importing of data from websites into Zoho Workerly. Non-technical users find it easy to design and ...
Autoresponders
Setting up Autoresponders Autoresponders are the solution to send automated replies and follow-up emails to the clients. Once you receive a response from the Temp or Contact, you have to manually exclude the contacts from the mailing list. Important: ...
Assignment Rules
Introduction Assignment rules help you automatically assign the records to users in Zoho Workerly. Based on the organization-wide record distribution process or round-robin process, you can automatically assign an owner to the records. Availability ...
Manual Workflow Trigger
Manual Workflow Trigger is an option that can be triggered by a user while creating or editing a record. This can be configured through a Workflow Rule. Enabling this will execute the workflow only on a manual action and not automatically. It's ...
Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Workerly. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Workflow Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Profile Permission Required : Users with the Administrator profile can access this feature. To ...
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