Zoho Workerly – Temporary Staffing

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 invoices — all from within one interface. Zoho Workerly helps with improving agent productivity by organizing temps, jobs, and clients while grouping them into personalized dashboards. This guides agents to assess openings and place temps faster. Completely eliminate manual searches, as Zoho Workerly provides you with an automated list of matching temps for a job so that you can schedule or reschedule jobs quickly. Not just that, send out invoices to clients with the built-in Zoho Books integration.

Fundamentals of Zoho Workerly

Before setting up your account, it is always important to familiarize yourself with the fundamentals of Zoho Workerly. This would include the system requirements you’d need, your browser setting, editions available, language support, among others.

Zoho Workerly Editions

To give you maximum value for what you invest, Zoho Workerly caters to your diverse temp staffing needs. You can choose from any one of the below-mentioned Editions for your Organization’s Zoho Workerly account: Free Plan- $ 0 Basic Plan- $59/ month. Note: The plan starts for a minimum of 25 temps.

System Requirements

Zoho Workerly is a cloud-based, user-friendly temp staffing software that runs entirely on the cloud. Being cloud applications, Workerly relies on remote servers and needs a continuous internet connection when you’re working. However, the advantage is that you are not required to download the application or install any files on your computer.

Storage Space

Zoho Workerly’s cloud-based temp staffing software securely stores all your temp and client data. Your allocated storage space would depend on the edition you’ve chosen. The storage space includes the space taken up by email attachments, email templates, and attachments in the records. Also, the number of records that you can add in the workerly account depends on the edition you have purchased. The default storage space allocated per edition is: Free – 256MB Basic – 50GB

Exploring Zoho Workerly

Once you know your basics, the next step is to start understanding the user interface of Zoho Workerly, learn the names of modules, quick actions, just carry on a basic workflow with the help of our guided walk-throughs’.

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 with more than 10 standard modules. These predefined modules come with a set of default fields and layout. You can edit most aspects of a standard module to suit your requirements. For example, if there is a field called Twitter in the Temps module and you think none of your temps use Twitter, you can remove this field from the Temps layout. Similarly, there are many other customization options provided to Standard modules. The customization options and their exceptions vary depending on the module you wish to modify.

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