Workerly
Attachment Permission
In organizations with different levels of hierarchy, it’s important to define the access level of each user. When sharing resumes and files with other users, if there are any confidential documents, which can’t be shared with all, it’s ideal if the ...
Setting up Data Sharing Rules
By default, access rights to Workerly records is set as private so that the record owner can oversee the Workerly data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. Once the ...
Setting up Fields & Links Permissions
Set Access Permissions for Fields With the field-level security, you can control the access rights of Workerly fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to ...
Standard Fields in Jobs
Following are the list of Zoho defined standard fields available in the Jobs module: Field Name Description Data type Maximum Limit Job Name* Specify name of the job opening. This field is mandatory. Textbox Alphanumeric(120) Client Name Select the ...
Creating Bulk Shifts for Temps
Scheduling bulk shifts There are instances when you will have to schedule more than one temp to work at the same time. Instead of scheduling their shifts individually, Zoho Workerly allows you to schedule them in bulk. Let's take a look. Once you ...
Using Roster View for Temp Scheduling
You can now keep up with temp schedules using Zoho Workerly's Roster View. Overcome the difficult maze of complex temp staffing issues. Here are some benefits of using Roster View for temp scheduling: Avoid overloading your temp staff Manage empty ...
Create and Manage Jobs
In any organization, Jobs are the most important records to generate the real revenue for the organization. Jobs are typically a requirement from a Client. Once a client raises a requirement, Temps are assigned to that Job and the whole Staffing ...
Standard Fields In Contacts
Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Workerly user to whom the account is assigned. Lookup - Salutation Select the ...
Create and Manage Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Zoho Workerly, a Contact will represent a Client and raise Job requirements. The most important function of the contacts module in ...
Standard Fields In Clients
Following are the list of Zoho defined standard fields available in the Clients module: Field Name Description Data type Maximum Limit Client Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Manager Select ...
Managing Clients
In a typical Business to Business (B2B) scenario, Client represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. A client raises a job ...
Create Clients
In Zoho Workerly, you can create clients by: Entering data in the clients' details form: You can manually fill in the Client details gathered from various external sources. Importing Clients from external source: You can gather data from various ...
Standard Fields In Temps
Following are the list of Zoho defined standard fields available in the Temps module: Field Name Description Data type Maximum Limit Temp Owner Select the Zoho Workerly user to whom the temp is assigned. Lookup - Salutation Select the salutation from ...
Approve Temps
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 Temps modules. They need to be approved first to be ...
Invite Temps to Zoho Workerly
You can invite Temps now to login to Workerly. Availability: The feature is available for all admin profiles in both Free and Basic plan. To invite a Temp to Zoho Workerly, follow the steps: Navigate to Temps tab and go to a temp record page. On top ...
Create and Manage Temps
Temps are the people who carry out a job and are a crucial part of the staffing process. Once the Temps are given a job, it is essential to manage them. The staffing department's approach to managing Temps can significantly impact the success of an ...
Create and Manage Profiles
In Zoho Workerly, the profile function controls the permission to Workerly modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated with the profile can access the functions ...
Create and Manage Roles
In Zoho Workerly, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, an Agent Admin can access all the records whereas an Agent can access ...
Activating and Deactivating Users
Activate/Deactivate Users Sometimes in your organization, the users' hierarchical status may change or they may move to different teams. In such cases, you might have to deactivate those users after transferring ownership of the records to other ...
Managing Groups
In Zoho Workerly, you can create different types of groups (set of users) to manage a set of common records. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the ...
Creating Groups
You can create different types of user groups and share the common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: In the Group ...
Managing Users
In Zoho Workerly, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho ...
Adding Users
Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying the user details, and view the apps and add-ons that are activated for each user. Important Steps in Adding a User ...
Home Currency
Home Currency is the primary currency that your organization uses for its business. Often this is the currency used to generate annual reports and calculate the company's income. Before you start using this feature, the Administrator in your ...
Company Details
There are certain organization specific details, which help differentiate one organization from another. Zoho Workerly recommends Users with Admin's privilege to customize these company-specific details so that all users under an ...
Personal Account Settings
Users in many organizations work from different locations, across different time zones and geography. Each user can set up their personal preferences in Zoho. You can personalize and manage the settings in your Zoho Workerly account that includes ...
Getting Started - Account Setup
Your Zoho Workerly account settings consist of Personal and Company settings. Before you start working with your account, you need to set up the personal settings such as defining the language, country locale, time format, time zone, etc. Agencies in ...
Setting up Zoho Workerly for your organization
The Setup page in Zoho Workerly helps you configure all settings necessary to get your account up and running. Be it personalization, automation or third-party integrations, you can initiate all functions from the minimalist Setup screen of Zoho ...
Introduction to Zoho Workerly
Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and temp databases, schedule jobs based on client requirements, generate timesheets and send out ...