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Zoho Workerly Beginner’s Guide

This guide by Zoho gives a beginner’s look at Zoho Workerly. Looking to streamline your temp staffing agency? Well, this is the first step in the right direction to automate your agency.

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.

With an easy to manage dashboard, both you and your temps will be satisfied. First, management can perform mass updates with a simple, friendly UI. Also, it includes easy timesheet management and generates invoices with just a few clicks. Streamlined integration with Zoho Books makes every step of the temp process only a few clicks to create professional invoices to end the job.

The following topics are covered for Zoho Workerly:

  • Introduction to Zoho Workerly
  • Features Overview
  • Working with Temps
  • Timesheet Management
  • Sending out Invoices
  • Help Desk

Not finding what you are looking for in the Zoho Workerly Beginner’s Guide? Drop us a line and we would be happy to see what we can do to fill that gap!

For more guides on Zoho Workerly Click Here.

Are you looking to give Zoho Workerly a try? Here is a free trial to see if it is a fit for your business.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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