Getting Started - Common Operations

Import

Import records in your Workerly account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option.

Export

Export data in CSV format from individual modules in your Workerly account. You can either manually export the records or request a data backup.

Navigate Records

Make use of the page-level and the record-level navigation to easily move to the required record. Page-level navigation allows moving from a particular page to the previous or next consecutive page. Record-level navigation allows moving from one record to the previous or next consecutive record(s).

Advanced Filters

Use the advanced filters to filter records based on staffing criteria such as job duration, temp status, among a host of other parameters.

Bulk record actions

Perform mass operations such as the mass update, mass transfer, mass delete, mass email etc. for easy and quick management of records.

Organize events using Zoho Workerly Calendar

Use the Zoho Workerly calendar to schedule events and calls. Sync your info from Google Calendar.