Zoho Workerly Features
Platform Basics (5)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Platform Content (3)
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Automation
Automates some or all operation related tasks.
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
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Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (16)
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Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
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Mobility
Is accessible from a mobile device and by users on the go.
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Forecasting
Forecasts scheduling needs based on important KPIs.
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Task Management
Provides task prioritization and management abilities.
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Portal
Contains a portal to facilitate third-party or client application access.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Labor Management
Manage the attendance, schedule, and payroll of the labor workforce
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Shift Management
Facilitate the scheduling and coordination of employee shifts
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Timesheet Management
Track the amount of time spent on a job or task
Candidate Management (23)
Task Management
Provides task prioritization and management abilities.
Automation
Automates common recruiting tasks such as posting jobs, messaging candidates, and importing resumes.
Filtering
Enables advanced filtering of candidates or searches based on a variety of factors.
Automated Matching
Automates matching of candidates to open positions, based on each candidate’s qualifications.
Resume Parsing
Automates the extraction and analysis of key information from resumes or CVs
Client Portal
Client portal enables client companies to manage the staffing process, through actions such as creating job openings and sending feedback on candidates.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Assessment Management
Creation, administration, and evaluation of assessments or tests
Interview Management
Create and track interviews with a reminder system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Email Management
Manage, store and organize emails within the system or via third-party apps
Referral Management
Log and store the source of contacts/leads
Workflow Management
Create, design and manage workflows for repetitive tasks
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Job Management
Manage and track all job information and associated tasks
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Candidate Management
Build, track, and maintain relationships with candidates
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Communication (5)
Candidate Portal
Candidate portal streamlines communication and enables candidates to apply for jobs.
Job Posts
Enables recruiters to publish job posts across multiple sites.
Email Integration
Integrates with email platforms to facilitate communications with applicants, including through automated notifications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Onboarding (2)
Onboarding
Manages onboarding with functions such as distributing new hire forms and tracking paperwork completion.
Assessments
Contains pre-screening assessment capabilities.
Analytics (7)
Pipeline Dashboards
Provides dashboards that enable tracking candidates through the recruiting process.
Analytics Reports
Generates analytics reports based on staffing data.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
Real-Time Analytics
Analyze and gain insights into data in real-time
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Additional Functionality (74)
Sick Leave Tracking
Track and manage sick leave time
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Overtime Calculation
Manage and record overtime hours for hourly employees
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Mobile Access
Access software remotely via mobile devices
Customizable Reports
Alter the layout and content of reports
Schedule Distribution
Assign and distribute work schedules to individual employees or teams within an organization
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Location
Manage and support multiple locations
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Shift Scheduling
Schedule shifts via online calendars and available employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Labor Cost Calculator
Calculate labor costs associated with employing a workforce, including wages, salaries, benefits
Shift Swapping
Managing and trading shift details between employees
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Messaging
Communicate using messages within the system
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Alerts
Notifications via mobile devices
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Biometric Recognition
Facial or other physical recognition to confirm identity
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Data
Receive data and information in real time
Resource Allocation
Assign available resources to various projects and tasks
CRM
Provides candidate and/or customer relationship management tools.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Resume Database
A searchable repository of candidate profiles
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Data Import/Export
Import and export data to and from software applications
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Job Requisition
Request a new hire, explain the need, and determine available budget
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Forms
Customize contracts and forms to collect specific information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Templates
Pre-made examples and templates for emails
Interview Scheduling
Plan, organize and set up the date, time and location of a candidate's individualized interview
Full Text Search
Search for specific words or phrases within a document or database
Resume Search
Search through the software for stored resumes
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
For Recruiting Agencies
Designed for the use of recruiting agencies
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Posting
Post, track, and manage open jobs on multiple channels (e.g. job board, company's career site)
API
Application programming interface that allows for integration with other systems/databases
Electronic Signature
Digitally sign online documents
Temporary Staffing
Software addresses specific issues of agencies that provide temporary workforce to their clients
Configurable Workflow
Configure existing workflows to meet your organization's needs
Real-Time Reporting
Active reporting of data and metrics
SMS Messaging
Send messages via SMS
For Staffing Agencies
Software addresses specific needs of staffing agencies
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows