Workerly
Workflow Alerts
Workflow Alerts are among the actions associated with a workflow rule. Alerts are nothing but emails or SMS triggers that are sent to Temps, Contacts, and Users. When you associate a workflow alert to a workflow rule, the selected email or SMS is ...
Workflow Tasks
Workflow Tasks are among the actions associated with a workflow rule. A task is nothing but an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the chosen user when the rule ...
Workflow Rules
Workflow Rules in Zoho Workerly, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, SMS alerts, assigning tasks and updating ...
Managing Workflow
Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: Workflow ...
Translations
Zoho Workerly provide you with a vast number of customization options. Translations is one such feature. Say you are a staffing agency from Japan, and you would like to have your product customized to your language. Zoho Workerly provides an option ...
Copy Customization
Larger companies with multiple branches or services may require multiple Workerly accounts. However, the core requirements remain the same. Hence companies do not want to waste time cutomizing each account individually. Workerly comes with a solution ...
Custom Links and Buttons
Custom Links in Zoho Workerly Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your ...
Changing Themes
Zoho Workerly themes give individual users the option to customize the colours and layout of their Workerly account. A user can: Change the colour of tabs and fonts. Please note that this customization is User-specific, i.e. a theme changed by one ...
Unsubscribe Link
This feature helps you generate an unsubscribe link for the email recipients. Using this link, the email recipients can opt out of receiving emails from your organization. To generate an unsubscribe link: Click Setup > Templates > Unsubscribe Link. ...
Custom "From Address"
By default, the sender's email address is displayed in the "from address." Custom From Address feature allows the user to customize the "from" address in the email template. While mailing temps or clients, sending it via a pre-defined "from address" ...
SMS Templates
You can create SMS templates to send predefined messages to Temps and Contacts. The templates created can be stored under particular folders for easy categorization. Note: The SMS Add-on feature has to be enabled to create, edit or delete SMS ...
Email Templates
Create an Email Template With Zoho Workerly, it is easy to create Email Templates that you usually send to Temps and Contacts. You can make use of Email Templates rather than having to type the same content for a Temp every time a new job comes up. ...
Field List Page
The Fields section of a module in Zoho Workelry presents details of fields in the selected module. The Fields section has two subsections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
Standard Modules & Fields
The following tables give the list of supported fields in the Zoho Recruit Modules along with their description. Temps Field Name Description Data type Maximum Limit Temp Owner Select the Zoho Workerly user to whom the Temp is assigned. Lookup - ...
Modifying Special Fields
There are certain fields in Zoho Workerly, which are not common to all modules. They are available and applicable only for particular modules depending on the purpose of their function. Customize Terms & Conditions This field provides you an option ...
Functions in Formula Fields
Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho Workerly formula type custom field supports four ...
Data Types in Formula Fields
Data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, return value or the ...
Building Formula Fields
The Zoho Workerly formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided ...
Creating Custom Fields
In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho Workerly provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...
Manage List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying specific data according to your business requirements. For example, you may be interested to review overdue tasks or you may want to ...
Business Card View
The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means ...
Adding Photo
You can add a photo of your temps and contacts in your Zoho Workerly account. You can also delete the photos whenever required. To add a photo: Click the <Module> tab. Select a record from the list to add a photo to. In the Record Details page, click ...
Page Level Customization
Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing related lists, search layout and the list views. Organize Page Details The option to ...
Note Type
Add note types Notes provide a space to make a record of information or comments related to a particular record. Note type refers to the classification of the notes based on the particular module or related section. Note: By default, Recruiter and ...
Adding Tags
Tags are criterion based on which we can classify the records. It helps manage and organize temps, clients and clients contacts information in a smarter way. In Zoho Workerly you can create different tags based on the different modules available. To ...
Attachment Category
Attachments refer to any document, file or image that is related to a particular record. You have the option to add multiple categories of attachment to each module. For example, Temp Resumes, Cover Letters, or even job descriptions for all your ...
Web Tabs
Introduction Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho Workerly. All the Zoho Workerly users across the organization can view these web tabs. By default, the web tabs functionality is ...
Tab Settings
Introduction Tabs represent the different modules that are offered in the Zoho Workerly. There are 18 modules, each representing a set of functions. You can customize the Zoho Workerly user interface according to your organization-wide business ...
Module Customization
Modules in Zoho Workerly Modules in Zoho Workerly let you categorize and keep track of your temp hiring. Modules in Zoho Workerly are represented in the form of tabs such as Temps, Contacts, To-Dos etc. Standard Modules Zoho Workerly lets you work ...
Email Authentication
In this digital era email forms a major part of communication in every business or organization. Companies often use different servers or domains other than their server to deliver the message to its recipients. In such cases it is crucial to ...
Mass Email
Introductions Communication is an important activity in any business scenario. One of the best ways of communicating is through email. Zoho Workerly provides the option of using email to reach a large number of Clients or Temps by sending mass ...
Attachment Limits
Introduction In Zoho Workerly, you can upload attachments in various places. You can upload attachments in the following: Individual records in Workerly In individual emails In the email templates There are file size limits based on where you upload ...
Email Insights
Introduction Email, to this day, remains a primary mode of communication with the person in any organization. When you send mails to several customers via Workerly, it becomes increasingly difficult to keep track of each individual's activity on your ...
SMS Gateway
Inroduction SMS Gateway is a Zoho Workerly feature that enables the user to quickly send messages and communicate with Temps/Contacts. With the SMS Gateway, you can either send individual or bulk messages to Temps/Contacts. Zoho Workerly supports ...
Generating Invoices
An Invoice is a document issued to your clients, detailing out the client name, job details, working hours of temps and much more. It lists the individual temp workers, their duration for a job, and the amount payable for each of them. How do I ...
Submit and Approve Timesheets
Once you've finished entering data in a timesheet, you'll need to submit it so it can be approved by your assigned timesheet approvers. When a timesheet is submitted, the approver can accept or reject it. Steps to submit a timesheet: Navigate to the ...
Create Timesheets
You can create Timesheets from three different modules--Timesheets, Jobs and Temps. Below are the steps to create timesheets from various modules. Method 1: Create from the Timesheets module Go to the Timesheets module and click +New Timesheet ...
Timesheets
Tracking the work hours of your temps is a significant part of workforce management. Accurate tracking of work hours spent by each worker will ensure that there is harmony between all the important stakeholders involved -- Your agents, temps and the ...
Profile Permissions
Profiles in Zoho Workerly help you define permissions for a set of users. For instance, the permissions required for a person from one Agent in the team might differ from the permissions required by another Agent. You can define the permissions for ...
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