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Modified on : August 28, 2024

timer 1 min read

If you wish to add a contact to your campaign list, you can do it from the contacts listing page

Here is how you can do it:

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the contact you wish to add to the campaign list
• Click on Add to list option from the list of actions
• It opens a popup with the all the camapign lists that you have created as well as access to
• Select any of the list that you wanted add this contact to that list by clicking on the check boxes
• Now click on Save and your contact has been added to that campaign list

Modified on : July 18, 2024

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Here’s a guide on how to Add a Note in Submissions:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Select the Submission where you want to “Add/Create” a note.
• Click on “N” (Notes Icon) on the Listing page next to the Submission ID, a pop-up will appear on your screen with all the previous notes added.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add in the note.
• Click on the “Save” button, note will be added to that Candidate.

Modified on : July 18, 2024

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Here’s a guide on how to Add a Note:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Select the Pool profile where you want to “Add/Create” a note.
• Click on “N” (Notes Icon) beside the Pool ID, a pop-up will appear on your screen to add Note & with all the previous notes added.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add in the note.
• Click on the “Save” button, note will be added to that profile.

Modified on : July 16, 2024

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Here’s a guide on how to add an Interview:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Select the Interview where you want to Add/Create a note.
• Click on “N” (Notes Icon) on the landing page next to the Interview, a pop-up will appear on your screen with all the previous notes added.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add.
• Click on the “Save” button, note will be added to that Interview.

Modified on : July 9, 2024

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Here’s a guide on how to Add a Note to Candidates Module:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Select the Candidate where you want to “Add/Create” a note.
• Click on “N” (Notes Icon) on the landing page in Candidates, a pop-up will appear on your screen with all the previous notes added.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add in the note.
• Click on the “Save” button, note will be added to that Candidate.

Modified on : July 16, 2024

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Here’s a guide on how to Manually add an Interview in Oorwin :

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Click on ADD button on the top right corner.
• Fill in the details of the Interview on the Pop-up. Select the time & date, stage, Interview type, Status.
• User will have an option to tag the Submission or job/Candidates.
• Once all the details are filled in click on Save or Save & schedule to save the Interview record.

Modified on : July 18, 2024

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Candidates module is designed to enhance the efficiency and effectiveness of managing candidates in various contexts. Allows for the input of candidate information such as name, contact details, qualifications, and other relevant data for managing and evaluating a list of candidates based on certain criteria.

Here’s a guide on how to Add a Candidate (Manual):

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
  
• Click on “Add Candidate” button.
• Fill in the Candidate information and add the required attachments.
• Click on the “Save” button on the bottom of the screen.
• The profile is now added to the “Candidates Module”.
  

Modified on : July 9, 2024

timer 2 mins read

Uploading candidate resumes in bulk to a candidate database is a crucial feature for recruitment particularly for organizations dealing with a high volume of applicants. Allows users to upload multiple resume files in a single operation by selecting files from the local storage. You can upload a maximum of 10 profiles using Bulk upload.

Here’s a guide on how to Bulk Upload:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the 3 dots/More  on the top right hand side, click on Bulk upload.
• Select the Resume profiles that you want to upload (A maximum of only 10 profiles can be selected).
• Click open and once you see all the profiles Queued up, Click on “Upload all”.
• All the profiles that were selected will be uploaded to “Candidates Module” as candidate record

Note: Supports only .doc, .docx, .rtf, .html and .pdf formats

Modified on : August 28, 2024

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Contacts module can hold multple type of documents related to particular contact.

Please follow the below steps to add a document specific to your contact

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Open any contact by clicking on the contact name to whom you wanted to add a document
• Look for the Documents tab on the header and click on it
• Click on Add document button and select any of the option from the source list
• Attach and upload the documents and fill the details and click on Upload button
• All your documents has uploaded and tagged to specific contact

Modified on : August 28, 2024

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Accounts module can hold the multiple type of documents related to particular account.To do this action you need to have add permission enabled for your role from the Settings->Role security

Please follow the below steps to add a document specific to your account

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to add a document
• Click on three dots icon on the top header and click on Documents tab in it
• Click on Add document button and select any of the option from the source list
• Attach and upload the documents and fill the details and click on Upload button
• All your documents has uploaded and tagged to specific account

Modified on : August 29, 2024

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Employees module can hold the multiple type of documents related to particular employee.To do this action you need to have add permission enabled for your role from the Settings->Role security

Please follow the below steps to add a document specific to your employee

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on any employee name to whom you wanted to add a document
• Click on three dots icon on the top header and click on Documents tab in it
• Click on Add document button and select any of the option from the source list
• Attach and upload the documents and fill the details and click on Upload button
• All your documents has uploaded and tagged to specific employee

Modified on : August 16, 2024

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Opportunity module can hold the multiple type of documents related to particular record.To do this action you need to have add permission enabled for your role from the Settings->Role security

Please follow the below steps to add a document specific to your opportunity

• Log in to your Oorwin Account and navigate to Opportunities module from the left menu under Sales Section
• Click on any opportunity name to whom you wanted to add a document
• Click on Documents on the top header
• Click on Add document button and select any of the option from the source list
• Attach and upload the documents and fill the details and click on Upload button
• All your documents has uploaded and tagged to specific lead record

Modified on : August 16, 2024

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Leads module can hold the multiple type of documents related to particular record.To do this action you need to have add permission enabled for your role from the Settings->Role security

Please follow the below steps to add a document specific to your lead

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Click on any lead name to whom you wanted to add a document
• Click on Documents on the top header
• Click on Add document button and select any of the option from the source list
• Attach and upload the documents and fill the details and click on Upload button
• All your documents has uploaded and tagged to specific lead record

Modified on : August 28, 2024

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If the consultant doesn’t have any active assignments and is on bench, You can add that employee to resource pool to work on those bench employees

Here is how you can add those employees to Resource pool module

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “Actions(three dots)” icon for the employee you wish to update.
• Click on Edit link from the list (You need to have employee edit access to have this link)
• Click on Add to Resource pool option from the list of actions
• Click on Yes on the confirmation popup and a new resource pool record has created with employee details

Modified on : July 16, 2024

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Here’s a guide on how to Add Feedback Questions:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Navigate to Feedback templates page from the header.
• Select “Feedback Questions” on the Left hand side
• A pop-up will come up on your screen to Add Question.
• Enter the Question Name, Select the type of Question (ex. Multi-optional, Star rating, Numerical Scale)
• Fill in the Required information after selecting the Question type.
• Click on Save button on the bottom of your screen.
• The Question is now saved to the Feedback Questions List.

Modified on : August 9, 2024

timer 2 mins read

Add Hardware Asset:

• Navigate to Main Menu
• Asset Management
• Add Asset
• Select Type as “Hardware”
• Asset Name
• Category – Select from drop down or click on “+” to create a new category
• Brand – Select from drop down or click on “+” to create a new category
• Serial Number – Mention Serial number of the asset
• Model – Enter the Model number information
• Status –
  Assigned: select this status , if the assigned is assigned to any employee
  Inventory: Select this status, if the Asset is in the Inventory
  Decomissioned: Select this status, if the Asset is Decomissioned or Expired
  Under Maintenance: Select this status, if the Asset is Under maintenance/repair
• Ownership Details –
  • Own: Select Own, if the asset has been purchased by you and you own it
    Select Purchased Date and Amount
  • Rent: Select Rent, if the asset has been rented.
    Select Rental date, Rental end date, Vendor from whom you have rented the asset and Rental Amount.
• Asignee Details – Select “Assign To” drop down and select desired employee to whom it was assigned to
• Comments – Enter Comments
• Add Any Documents/Invoices/Warranty etc in Add Dcouments section
• Save

Modified on : July 16, 2024

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Here’s a guide on how to Add Interviewers:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• To add an Interviewer, click on 3 dots/More on the top right corner.
• From the drop down select “Interviewers”.
• Once you’re on the Interviewers page, click on ADD button on the top right corner.
• Fill in the Interviewer details and Click on “Save” button on the bottom of your screen.
• The Interviewer will be added to the list.

Modified on : August 5, 2024

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Organization documents are common documents which are shared throughout the organization based on the locations and the organization entities. So, it is at utmost importance for us to manage organization documents.

All the employees have access to view the documents, but only the Super Admins have the access to edit, delete, download a document. They also can view the history of the document views along with adding a document/ folder.

In this article, the following actions will be discussed to help you understand, how you can manage organization documents in Oorwin.

• View Organization Documents
• Add Documents

View Organization Documents

Modified on : July 16, 2024

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Here’s a guide on how to Add Pipeline from Candidate listing page:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Candidate ID and from the drop down click on Add Pipeline.
• Jobs Listing page pop-up will come up on your screen.
• Search & Select the Job to which you want to add the Candidate.
• Select the pipeline stage &  pipeline status, click on “Submit” button to add the Candidate to the Pipeline.

Modified on : August 9, 2024

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Add Software Asset:

• Navigate to Main Menu
• Assets Management
• Add Asset
• Select Type as “Software”
• Asset Name
• Category – Select from drop down or click on “+” to create a new category
• Brand – Select from drop down or click on “+” to create a new category
• Status – Select Active or Expired
• Licence Key – Enter any Licence key
• Ownership Details –
  • Free: Select Free, if the softare is free
    Select your subscription start and end dates as needed, If there is no end date select the check box says “No Expiry”. Select Utility as Single or Multiple
  • Trial: Select Trial, if the Software is in Trial
    Select your subscription start and end dates as needed, If there is no end date select the check box says “No Expiry”. Select Utility as Single or Multiple
  • Purchase: Select Purchase. if the software is purchased
    Select your subscription start and end dates as needed, If there is no end date select the check box says “No Expiry”. Select Utility as Single or Multiple.
• Asignee Details – Select “Assign To” drop down and select desired employee to whom it was assigned to
• Comments – Enter Comments
• Add Any Documents/Invoices/Warranty etc in Add Dcouments section
• Save

Modified on : August 2, 2024

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Log your work hours and track project time by adding your timesheets here.

Navigate to Menu -> Timesheets -> Add Timesheet

• Select your Assignment from the drop down
• Select your dates(as per your timesheet cycle)
• Enter your hours worked
• Add Attachments if necessary
• Enter your comments if necessary
• Submit

Modified on : August 7, 2024

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Here’s a guide on how to Add a Candidate as a Contact from Resource Pool Module:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Pool ID and from the drop down click on Add to Contacts.
• The page will be redirected to Contact Information page.
• Tag an Account & fill in the Required Information then click on “Save”.
• The Pool Candidate will be saved as a Contact.

Modified on : June 24, 2024

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Creating a job within an organization involves several key steps to ensure that the position is well-defined, aligned with organizational goals, and attractive to potential candidates.

Here’s a detailed guide on how to create a job Manually:

• Log in to your Oorwin Account and navigate to Jobs module from the left menu under Recruitment Section.
• Click on “Add Job” button on the top right corner.
• Select “Manual” option from the drop down menu.
• Fill in all the Required information along with all the Mandatory fields.
• Click on “Save” button below and that’s it, your job is saved into the system

Modified on : June 24, 2024

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Creating a job within an organization involves several key steps to ensure that the position is well-defined, aligned with organizational goals, and attractive to potential candidates.

This option allows you to import job details by pasting a text description directly into Oorwin. Here’s a detailed guide on how to create a job using Parse Text :

• Log in to your Oorwin Account and navigate to “Jobs module” from the left menu under “Recruitment” Section.
• Click on “Add Job” on the top right corner.
• Select “Parse Text” from the drop down menu.
• Paste the selected Text in the Pop-up and click on Parse.
• Fill in the Required information along with all the Mandatory fields.
• Finally, Click on “Save” button on the bottom of your screen to add the job.

Modified on : June 24, 2024

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Using this option you can upload a document containing the job description and Oorwin will extract the relevant information to create a Job.

Here’s a detailed guide on how to create a job using “Upload & Parse Text” :

• Log in to your Oorwin Account and navigate to “Jobs module” from the left menu under “Recruitment” Section.
• Click on “Add Job” button on the top right corner.
• Select “Upload & Parse document” option from the drop down menu.
• It opens a popup to select the job desription attachment from your local system
• Select the required  document from your local machine and click on parse.
• Fill in the additional information that you wanted to add in the job form
• Now click on “Save” button in the bottom and thats it, Your job is saved!

Modified on : July 31, 2024

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What is Requisition:
The Requisitions module allows users to initiate new job openings for approval. Once approved, these requisitions move to the open jobs in the Jobs module. This module is typically used for internal or corporate hiring, ensuring an approval hierarchy before releasing any open positions.

Here’s a detailed guide on how to create a Requisition:

• Log in to your Oorwin Account and navigate to Requisitions module from the left menu under Recruitment Section.
• Click on “Add Requisition” button on the top right corner.
• Fill in all the Required information along with all the Mandatory fields.
• Select the Approval flow and click on “Submit” button below and that’s it, your requisition is submitted for approval.
• Once the approver approves the requisition, a new job will be created.

Modified on : July 9, 2024

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Here’s a guide on how to add a candidate to the pipeline:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on “Candidate ID/ Name” to open the profile.
• Click on “Add Pipeline” button and a pop-up will come up on your screen.
• From the pop-up search for the “Job” and select the Job.
• Select the pipeline stage & pipeline status, click on “Submit” to add the Candidate to the Pipeline.
• The Candidate will be added the Jobs pipeline.

Modified on : June 26, 2024

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Here’s a detailed guide to add a Candidate to the Pipeline from Jobs Module:

• Login to your “Oorwin account” and Navigate to “Jobs module” on the left menu under the “Recruitment” section.
• Click on the “Job ID/Job Title” and Open the job.
• Click on “Add Pipeline” and from the pop-up search for the candidate and select the candidate.
• Select the pipeline stage &  pipeline status, click on “Submit” to add the Candidate to the Pipeline.

Modified on : June 27, 2024

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Here’s a guide on how to Add/Create a Note on Job detailed view page :

• Login to your “Oorwin account” and Navigate to “Jobs module” on the left menu under the “Recruitment” section.
• Click on the “Job ID/Job Title” and Open the job.
• Click on the “Notes” Icon on the right side panel.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add.
• Click on the “Save” button, note will be added to that Job.

Note: You can tag a Job/ Candidate and also can notify it to other users while adding the notes.

Modified on : August 9, 2024

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Apply for a Leave:

1. Navigate to Main Menu
2. Atendance
3. Leaves
4. Apply Leave
5. Enter the required dates for leaves
6. Select Leave Type
7. Notify any user from the drop down(If needed)
8.  Add Attachments if shown mandatory
9. Request

Modified on : August 5, 2024

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Here’s a guide on how Approver can approve/reject the requisition:

• Log in to your Oorwin Account and navigate to Requisitions module from the left menu under Recruitment Section.
• Click on “Approvals” icon on right corner.
• Click on the requisition id from the list.
• Review the details and click on Approve or Reject button.
• Once the requisition approved, a new job will be created automatically.
• If the requisition is rejected, the initiator will be notified and can access under rejected requisition view.

Modified on : June 13, 2024

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You can create an approval flow for the invoices that has been raised in the system, so that all the invoices will be triggered to the assigned approvers before it goes to the client’s inbox

Please follow the below steps to approve/reject the invoice

• Log in to your Oorwin Account and navigate to Invoices module from the left menu under Human Resources Section
• You will find a tab called “Approvals” on the top and click on it
• You can find the number of invoices that were pending for approval on your side in the Assigned to me section
• Click on three dots for the specific invoice that you wanted to take an action 
• It shows approve or reject buttons and you can click on any of the action on it
• Now your pending invoice has taken care and will be sent to the next level user in the flow
• If you are a system admin you can also find or approve all the pending invoice from the Approve as Admin section

Modified on : August 28, 2024

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If you are no longer needed a contact then you can archive that contcat which will land in the archivals module. You can restore the same record from there if you needed it again.

To do this action you need to have delete access permission enabled for your role from the Settings->Role security->Contacts

Please follow the below steps to archive the contact

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the contact you wish to archive.
• Click on Archive link from the list (You need to have contact delete access permission)
• Click on Yes on the confirmation popup
• By this action your contact will be archived and will be landed in the Archivals module

This action will not delete your contact permanently from the system and you can restore the same record again when ever you needed

Modified on : August 8, 2024

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If you are no longer needed a particular lead then you can archive that lead which will land in the archivals module. You can restore the same record from there if you need it again.

To do this action you need to have delete access permission enabled for your role from the Settings->Role security

Please follow the below steps to archive the Lead

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Click on “Actions(three dots)” icon for the Lead you wish to archive.
• Click on Archive link from the list (You need to have Lead delete access permission)
• Click on Yes on the confirmation popup
• By this action your Lead record will be archived and will be landed in the Archivals module

This action will not delete your lead permanently from the system and you can restore the same record again when ever you needed

Modified on : August 28, 2024

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If you are no longer needed a particular account then you can archive that account which will land in the archivals module. You can restore the same record from there if you needed it again.

To do this action you need to have delete access permission enabled for your role from the Settings->Role security

Please follow the below steps to archive the account

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the account you wish to archive.
• Click on Archive link from the list (You need to have account delete access permission)
• Click on Yes on the confirmation popup
• By this action your account will be archived and will be landed in the Archivals module

This action will not delete your account permanently from the system and you can restore the same record again when ever you needed

Please note that you cannot delete an account which has associated with any of the modules like jobs, submissions, assignments, candidates, etc

Modified on : August 28, 2024

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If you are no longer needed an employee then you can archive that employee which will land in the archival module. You can restore the same record from there if you needed it again.

To do this action you need to have archive access permission enabled for your role from the Settings->Role security->Employees

Please follow the below steps to archive an employee

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “Actions(three dots)” icon for the employee to whom you wish to archive.
• Click on Archive link from the list (You need to have contact delete access permission)
• Click on Yes on the confirmation popup
• By this action your employee will be archived and will be landed in the Archivals module

This action will not delete your contact permanently from the system and you can restore the same record again when ever you needed

Note: You cannot archive an employee which has associated with any of the module records like timesheets, leaves, expenses, performance etc. Only the employee records which doesn’t have any dependency can be deleted

Modified on : August 8, 2024

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If you are no longer needed a particular Opportunity then you can archive that Opportunity which will land in the archivals module. You can restore the same record from there if you need it again.

To do this action you need to have delete access permission enabled for your role from the Settings->Role security

Please follow the below steps to archive an Opportunity

• Log in to your Oorwin Account and navigate to Opportunities module from the left menu under Sales Section
• Click on “Actions(three dots)” icon for the Opportunity you wish to archive.
• Click on Archive link from the list (You need to have Opportunity delete access permission)
• Click on Yes on the confirmation popup
• By this action your Opportunity record will be archived and will be landed in the Archivals module

This action will not delete your Opportunity permanently from the system and you can restore the same record again when ever you needed

Modified on : August 29, 2024

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Users can assign an employee to an existing project through employee view page and tag the existing assignment of that employee to that project which helps to track the project status at one place

Here is how you can an employee to a project

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on any employee name to whom you wanted to assign to a project
• Search for Projects tab on the top and click on it
• It shows all the previous projects related that employee
• To assign the employee to a project, you need to click on “Assign to project” button which opens a popup to enter the project details
• Type the project name and select it from the suggestions and select the assignment of the employee form the assignments drop down
• Now click on save button and the project has been assigned to the employee and assignment was tagged to that project

• Note: To do this action you need to have project add permission from the Role security->select role->projects add permission

Modified on : August 6, 2024

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Explain Assignment:

Assignments can be utilized to manage various aspects of job information, including client/vendor details, sales data, recruitment processes, pay and billing information, timesheet records, and invoice details.

• Assignment Details:

1. Assignment ID: Assignment ID is an aauto generated field with an increment in the number(you can customize the ID from Keywords)
2. Placement Type: Define your placement type of your Employee
3. Assignment Title: Select or add your own Assignment title assigned to your employee by the client
4. Start Date: Select the start date of your contract(Mandatory field)
5. End Date: Select your end date of your contract (Non-Mandatory field)
6. Status: Select your status as needed
   Active – States the assignment is active, Users can raise timesheets for an active assignment
   Inactive – States the assignment is active, Users cannot raise timesheets for an Inactive assignment
   Pipeline – States the assignment is still under pipeline/draft

• Select Client Contact Information:

1. Select Client contact from the drop down

• Add Documents:

1. Add required Documents for the assignment such as MSA or any other contract related documents
   

• Work Location Details:

1. Enter the address details of your employee wok location information
2. Enter the Reporting Manager’s name and contact to whom your employee will be reorting to
   

• Recruitment Details:

Enter Job ID and Select the appropriate Job ID from the drop down suggestions.Recruitment team would be automatically picked up from the job’s section.User can also select the team manually searching for users.

• Sales Details:

1. Enter Opportunity ID and Select the appropriate Opportunity ID from the drop down suggestions.Sales team would be automatically picked up from the Opportunity’s section.User can also select the team manually searching for users.

• Billing Information:

1. Pay type: Select Pay type (Hourly/Daily,Weekly,Bi-Weekly,Semi-Monthly, Monthly) as per your  billing terms with your client.
2. Pay Rate: Enter your Pay rate in USD/INR
3. Over Time Pay Rate: Enter your Over time pay rate in USD/INR
4. Bill type: Select Bill type (Hourly/Daily,Weekly,Bi-Weekly,Semi-Monthly, Monthly) as per your billing terms with your client.
5. Bill Rate: Enter your Bill rate in USD/INR
6. Over Time Bill Rate: Enter your Over time bill rate in USD/INR
7. Effective From: Select your specified date to start billing your client
8. Comments: Enter your comments if any
   

• Over Head Costs:

You can also include overhead costs that are incurred in addition to the pay rate.Overhead costs would change based on Rate Types

1. Flat: A fixed overhead cost amount can be added, effective from a specific start date.
2. Percentage: An overhead cost calculated as a percentage based on the bill rate or pay rate, with a specified percentage amount and effective start and end dates.
3. Fixed per Period: A fixed overhead amount applied for a specific period, defined by start and end dates.

• Additional Pay Information:
  Additional pay information can be added bsed on Additional pay mode selection

1. Fixed Value: Add a fixed amount for Additional Pay
2. Percentage of Bill Rate: Enter your percentage and amount as needed
3. Percentage of Pay Rate: Enter your percentage and amount as needed

• Timesheet Information:

Enter your Timesheet related configurations against this Assignment.

1. Select Timesheet configuration on number of hours for weekdays, Leaves and regular working days
2. Select Approval flows for the timesheet approval process
3. Select Sync with Attendance , If you wish to have your timesheet hours to be auto picked from Oorwin’s Attendance
4. Select your Tasks to enter your Employee to allow addition of hours which could be billable or Non-Billable
5. Select your Cycle start and end based on your timesheet cycle
   

• Invoice Information

Enter your Invoice information and billing terms for your assignment, Which can further help you at creating draft invoices or regular invoices.

1.  Enter Net Terms, Billing contacts (To & CC)
2. Add your Discounts if any based on type
3. Add Purchase order Attachment and PO number
4. Select your billable non working days(Weekoffs, Holidays, or other non-working days) which can also be added to bill on your invoice.

• Sync your Quickbooks

Sync your Quickbooks for the billing information and line items addition to sync along with Oorwin

Modified on : August 6, 2024

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To award additional leave credits to an employee, you need to configure the leave type to specify who can assign them and how many can be assigned.

Admin Configuration:
Configuration can only be set up from the oorwin user accounts who has an Admin(HR Admin or Super Admin Access) access

Follow the steps below to set it up:

1. Navigate to Settings -> Configurations -> Time & Attendance -> Leave Management -> Leave Policy -> Leave Type.
2. Edit the desired leave type.
3. Expand the “Leave Quota” section.
4. Enable the option “Award Leave credit of ___ Additional days excluding the Quota or Accrual”.
5. Select who can award the leave credits: either “Admin” or “Admin & Reporting Managers”.

By entering the number of days, you limit the user (Admin/Manager) to allocate only up to that number of credits, not more.

Selecting “Admin” as the authority allows only admins to award leave credits.

Choosing “Admin & Reporting Managers” as the authority permits both users with Admin access (HR Admin & Super Admin) and Reporting managers (those tagged in the Reporting To section in the employee form) to award leave credits.

Modified on : August 28, 2024

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If you are any business related issues with a particular account then you can blacklist that account which would not showcase that account in all over the application.

To do this action you need to have edit permission enabled for your role from the Settings->Role security

Please follow the below steps to blacklist the account

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to blacklist, which opens the account view page.
• Click on Blacklist icon on the top right corner
• Click on Yes on the confirmation popup
• By this action your account will be blacklisted and it shows in red colour (blacklisted) in your listing page

• You can unblock the account from the same option where you can perform all your regular operations on it

Modified on : August 5, 2024

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Here’s a detailed guide on how to Bulk import Requisitions:

• Log in to your Oorwin Account and navigate to Requisitions module from the left menu under Recruitment Section.
• Click on “More” option on the right corner.
• Click on Download Template and fill all the required details in the template and save it.
• Click on More > Import requisitions > Attach the filled template and map the relevant fields and submit.
• Once the templates imported, you will receive an status update notification in the notifications icon.
• The imported records will be created in the requisitions.

Modified on : August 28, 2024

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You can bulk update fields for different contacts with the same value and here is how you can do it

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• On the contacts listing page select any of the contacts by checking the check box to whom you wish to update the fields
• Click on bulk actions on the top and click on update fields option
• It opens a popup with a drop down to choose the field name to be updated
• Now enter the value field which needs to be updated in the above selected column
• Now click on update selected button below to update the field value in all the selected contacts

Modified on : July 16, 2024

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Here’s a guide on how to Cancel an Interview:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Interview and from the drop down click on Cancel.
• From the pop-up on your screen select Yes to Cancel the Interview.
• The Scheduled Interview will be cancelled.

Modified on : June 25, 2024

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You can update the company billing address details from settings->company profile->billing address details section where these details will be used in invoices and other areas as needed.

Here is how you can do it:

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• It opens the company profile page with multiple sections in it
• Click on Billing Address section under company profile page
• Enter or update the details of billing adress like city,state,country,zipcode,etc
• Now click on save on the bottom and your company address details were updated in the system

Modified on : August 7, 2024

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Here’s a guide on how to Compose Mail from Submission record page:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Click on the Submission ID to open the Submission record.
• Click on the Compose Mail Icon on the top right side of the page.
• Select the Template and Enter the receivers Email address.
• Please check the email content and update if needed and add attachments if required.
• Click on Send button on the bottom of your screen to share the Email.

Modified on : July 17, 2024

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Here’s a guide on how to Compose Mail from Submissions:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the submission ID and from the drop down click on Compose Mail.
• It’ll redirect you to an Email Template.
• Select the Template and Enter the receivers Email address.
•  Please check the email content and update if needed and add attachments if required.
• Click on Send button on the bottom of your screen to share the Email.

Modified on : July 17, 2024

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Oorwin Admin can configure advance salary requirements on whom to provide advance salary and how maximum amount that can be released and can configure the maximum installments

Follow below steps to configure the advance salary settings

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Expense & Advance Salary section
• Now go to advance salary section on the top and select the advance salary can be provided or not by clicking on Yes or NO
• Upon clicking on Yes, it will enable the fields like applicable type of employment, tenure, max amount etc
• Select the employment type from the drop down to whom advance salaries will be processed and enter the tenure of the employment in days
• Now enter the maximum amount and max installments and click on save below
• This will save the configuration and check these criteria when the user tries to provide advance salary to the employees

Modified on : July 17, 2024

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Custom forms allows you to customize all your module forms based on your business needs. Here you can also customize the configuration of duplication check of the candidates/resource pool with different criteria

Here is how you can do it:

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Custom Forms section under configurations page
• It opens all the modules on the left pane which opens the module specific form on the right pane upon clicking on it
• Click on candidates/resource pool module that you wanted to configure the duplication
• Click on configure button on the top header which helps you to configure the fields while parsing the resumes
• Now scroll down and check for the Duplicate Verification section
• You can select the criteria based on the name, email, mobile etc. If multiple selected, then system will consider it as AND condition and check for both the values
• Now click on Save button on the bottom which will save the configuration
• Based on this setting system will check for the duplicate record and will give you the validation while saving it

Modified on : August 27, 2024

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You can configure the default greeting text for the job shares and hotlist share emails which reduces you to enter every time you share these emails.System will automatically fetch this text on the top while you start click on share option

Here is how you can create default greeting text

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Default Settings module
• Now go to Greeting Text on the left menu which opens both hotlist and job share greeting text content
• You can create the new greeting text content or change the existing content on both hotlist and job share editors
• There also an option to make this text as default for all user by clicking the radio button “Restrict/Freeze the configuration” or enable the user to create their own greeting text by enabling the radio button “Allow users to configure“
• User can also configure the recipient name by clicking on the mail merge options of first name & last name which will fetch the recipient name on these fields when you send these emails
• Now click on Save button which will save the configuration and from next time onwards this greeting text will automatically fetch while sending the hotlist and job share emails

Modified on : July 15, 2024

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• Connecting your Gmail Account to Oorwin will have number of benifits like sending mails from your email account directly, Tracking the communications done with the Candidates, Contacts etc.
• In this blog, lets see how we can connect Gmail Account to Oorwin

• Go to your “Google account” or click here
• Locate “Search” bar and start entering “App Passwords”
  
• You will find “App Passwords”
• Click on the option

  

• Enter you Gmail Account Password and click on “Next”

  

• You will be redirected to the page shown above
• Enter “Oorwin” in “App Name” field. If you already used “Oorwin” try using any other App name

  

• Once you enter the App Name, Click on “Create” button

  

• Google will provide “App Password”. Copy the “App Password”

  

• In Oorwin, Enter the generated App password in “Password” field

• Select the encryption “TLS” or “SSL” and click on “Save”, your Gmail Account will be connected to Oorwin

• If you wish your email should be selected by default as “From”, while sending mails from Oorwin, then select your configured email address in “Select Default “From” Email”
• If you wish to send system notification mails (Like Pipeline status changes you made) to be made by you, then select “Send System Mails through my mail box”

Modified on : August 7, 2024

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Linking your Outlook account with Oorwin offers several advantages such as sending emails directly from your email account and tracking communications with candidates, contacts, and more.

Here’s a guide on how to Configure Outlook to Oorwin :

• Login to your “Oorwin account” and click on the display picture on the top right corner.
• From the drop down select “My Profile & Preferences“.
• Select “Configure Email” on the left-hand side and Click on Proceed button on the bottom of your screen.
• Select Outlook from the available options and Proceed.
• In the Configuration type Select “Oauth” from the drop down.
• A pop-up will come on your screen asking you to Sync your email, Select Yes.
• Enter your login credentials and Sync your Outlook.
• Thats it your email will be Configured to Oorwin.

Modified on : August 28, 2024

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You can create a folder and add similar contacts to that folder for easy navigation and identification. User can set the created folder as default view also

Below are the steps to add a folder and create a custom view

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• On the contacts listing page select any of the contacts by checking the check box
• Click on bulk actions on the top and click on add to folder option
• Click on “+” icon to create a new folder or select the existing folder to add these contacts to the existing one
• Now click on Save button, Thats it!you have cretaed a new folder with multiple contacts in it
• You can also make this folder as default by clicking on three dots->set as default option

Modified on : August 28, 2024

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User can create a lead from account page which will be tagged to that particular account.

To do this action you need to have add lead permission enabled for your role from the Settings->Role security

Please follow the below steps to create a lead from account view page

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to create a new lead
• Click on Leads tab on the top header which shows all the leads tagged to that account
• Click on Add Lead button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your Lead has been created and tagged to the particular account

Modified on : August 28, 2024

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Initiate off boarding from employee module involves following steps

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “Actions(three dots)” icon for the employee you wish to update.
• Click on Edit link from the list (You need to have employee edit access to have this link)
• Select the type “Is this a resignation or Termination”
  • Resignation: When Resignation is selected, Select Resignation date, Can Organization rehire, Comments and Last date per the policy.
  • Termination: When Termination is selected, Can Organization rehire, Reasons, Comments and Last date per the policy.

• Enter all other details like  can he apply the leave, last date of the employment etc and click on Request

Modified on : August 28, 2024

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If you want to add a contact tagged to a particular account, then yoou can do it from the account view page which will tag to the same account.

To do this action you need to have add contact permission enabled for your role from the Settings->Role security

Please follow the below steps to create a contact from account view page

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to create a new conatct
• Click on contacts tab on the top header which shows all the contacts available to that account
• Click on Add Contact button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your contact has been created and tagged to the particular account

Modified on : June 7, 2024

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Creating a contact record in Oorwin is like adding a new friend to your phonebook. Here’s how you can do it:

•  Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “Add Contact” button on the top right corner.
• Fill all the mandatory details like name,email,phone number, etc.
• Once you’ve filled in all the necessary information, click on the “Save” button on the bottom
• And that’s it! You’ve just added a new contact record in Oorwin.

Modified on : July 9, 2024

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Custom forms allows you to customize all your module forms based on your business needs. Here you can customize the forms like adding a new section, new field,and remove the section or a field. This can be done for all the major modules in Oorwin

Here is how you can create a custom section:

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Custom Forms section under configurations page
• It opens all the modules on the left pane which opens the module specific form on the right pane upon clicking on it
• Click on any of the module that you wanted to add a custom section or a field
• Click on Add Section button on the top header to create a new custom section
• Now enter the section name in the text box on the popup
• Now click on Save button on the bottom which will create a new section in your form
• Now you can create the custom fields inside the section by following the procedure of creating the custom form fields

Modified on : August 28, 2024

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You can create a folder and add similar accounts to that folder for easy navigation and identification in the accounts. User can set the created folder as default view also

Below are the steps to add a folder and create a custom view

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• On the account listing page select any of the accounts by checking the check box
• Click on bulk actions on the top and click on add to folder option
• Click on “+” icon to create a new folder or select the existing folder to add these accounts to the existing one
• Now click on Save button, Thats it!you have cretaed a new folder with multiple acocunts init
• You can also make this folder as default by clicking on three dots->set as default option

Modified on : August 28, 2024

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User can create a Job requirement from account page which will be tagged to that particular account.

To do this action you need to have add Job permission enabled for your role from the Settings->Role security

Please follow the below steps to create a Job from account view page

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to create a new job
• Click on Jobs tab on the top header which shows all the jobs tagged to that account
• Click on Add Job button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your new job has been created and tagged to the particular account

Modified on : August 28, 2024

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User can create a Job requirement from contact view page which will be tagged to that particular contact & account.

To do this action you need to have add Job permission enabled for your role from the Settings->Role security->Jobs

Please follow the below steps to create a Job from contact view page

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on any contact name to whom you wanted to create a new job
• Click on Jobs tab on the top header which shows all the jobs tagged to that account
• Click on Add Job button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your new job has been created and tagged to the particular account & contact

Modified on : July 17, 2024

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Oorwin allows you to create custom workflows for each modules based on your business needs which helps you to create custom stages and statuses in each of the workflow

Here is how you can create a lead workflow

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on workflows module
• Now click on Leads module from the left menu which shows list of existing lead workflows
• To create a new custom workflow click on “Add Lead Workflow Type” on the top right corner
• Now enter the workflow name and check the below checkbox to make this workflow as default while creating a lead record and click then on Save
• A new workflow will be created with the standard stages, to configure the stages click on three dots and click on configure from the list of actions
• User can edit the existing stage or they can create a new stage by clicking on the actions under three dots in each stage
• You can also drag and drop the stages by moving the stage in between the workflow

Modified on : August 14, 2024

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Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member.

Here is how you can create a task for the lead and get it tracked

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Click on any Lead name to whom you want to Create a task
• Search for Tasks icon on the right panel and click on it
• It opens a popup with all the tasks that all your team created
• Click on Add task button on the top right corner
• Enter all the required fields like title, description, due date, reminder, assigned to, etc
• Now click on save on the bottom and thats it, your task has created and notified to the assigned user

Note: You can also create the task from the list view, grid view and on the quick view which you can see from the actions under three dots icon

Modified on : August 28, 2024

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User can create a note in multiple ways for a contact. Here is the simple way to create a note

Create a note from the Contacts list page:

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Select any Contact name whom you wanted to create a note
• Click on “N(Notes) symbol” for the contact you wanted to create note
• It opens a popup with the existing notes listed
• Click on any type(call,note,meeting) of the note
• Enter all the required fields like name, description, etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular contact

Create a note from the contact view page:

• Open any contact by clicking on name to whom you wanted to create a note
• Check for “Notes symbol” on the right panel for the contact you wanted to create note
• Click on that icon and it opens a popup with the existing notes listed
• Click on any note type(call,note,meeting) that you wanted create
• Enter all the required fields like name,description,etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular contact

Modified on : August 28, 2024

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User can create a note in multiple ways for an account. Here is the simple way to create a note

Create a note from the accounts list page:

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Select any account name whom you wanted to create a note
• Click on “N(Notes) symbol” for the account you wanted to create note
• It opens a popup with the existing notes listed
• Click on any type(call,note,meeting) of the note
• Enter all the required fields like name, description, etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular account

Create a note from the accounts view page:

• Open any account name whom you wanted to create a note
• Check for “Notes symbol” on the right panel for the account you wanted to create note
• Click on that icon and it opens a popup with the existing notes listed
• Click on any note type(call,note,meeting) that you wanted create
• Enter all the required fields like name,description,etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular account

Modified on : August 8, 2024

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User can create a note in multiple ways for an opportunity. Here is the simple way to create a note

Create a note from the Opportunity list page:

• Log in to your Oorwin Account and navigate to Opportunity module from the left menu under CRM Section
• Select any Opportunity name whom you wanted to create a note
• Click on “Notes symbol” for the opportunity you wanted to create note

• It opens a popup with the existing notes listed
• Click on any type(call, note, meeting) of the note and select any notifiers if you wish in the notify section
• Enter all the required fields like name, description, etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular opportunity

Note: User can also tag the note to account so that it will be displayed in that particular account

Modified on : July 16, 2024

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Here’s a guide on how to create a Submission:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Click on Create Submission button on the top right corner.
•  From the Job listing pop-up, search and select the Job.
• Once you’re redirected to the candidate listing page search & select the Candidate and it’ll redirect you to the Job Submission form.
• Fill in the submission details (ex: Availability, Engagement, Bill rate, Pay rate)
• Once the details are filled in click on “Save” or “Save & Submit”.
• The Submission record will be saved.

Modified on : August 28, 2024

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Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member. You can also create the task on a contact and assign it to the members of your team

Here is how you can create a task for a contact and get it tracked

• Log in to your Oorwin Account and navigate to contacts module from the left menu under General Section
• Open any contact by clicking on contact name to whom you want to Create a task
• Search for Tasks icon on the right panel and click on it
• It opens a popup with all the tasks that all your team created
• Click on Add task button on the top right corner
• Enter all the required fields like title, description, due date, reminder, assigned to, etc
• User can also tag this task to an account available on this contact
• Now click on save on the bottom and thats it, your task has created and notified to the assigned user

Modified on : August 28, 2024

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Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member.

Here is how you can create a task for an account and get it tracked

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you want to Create a task
• Search for Tasks icon on the right panel and click on it
• It opens a popup with all the tasks that all your team created
• Click on Add task button on the top right corner
• Enter all the required fields like title, description, due date, reminder, assigned to, etc
• User can also tag this task to a contact available on this account
• Now click on save on the bottom and thats it, your task has created and notified to the assigned user

Modified on : August 14, 2024

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Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member.

Here is how you can create a task for the Opportunity and get it tracked

• Log in to your Oorwin Account and navigate to Opportunity module from the left menu under Sales Section
• Click on any Opportunity name to whom you want to Create a task
• Search for Tasks icon on the right panel and click on it
• It opens a popup with all the tasks that all your team created
• Click on Add task button on the top right corner
• Enter all the required fields like title, description, due date, reminder, assigned to, etc
• Now click on save on the bottom and thats it, your task has created and notified to the assigned user

Note: You can also create the task from the list view, grid view and on the quick view which you can see from the actions under three dots icon

Modified on : August 29, 2024

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Users can add their own timesheets or they can add other employee timesheets also through on-behalf option. As an admin/reporting manager you can also add your team timesheets from this page

Here is how you can create an timesheet from employee view page

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on any employee name to whom you wanted to add a timesheet
• Search for Timesheets tab on the top and click on it
• It shows all the previous timesheets related that employee along with the status
• To add a new timesheet, you need to click on “Add Timesheet” button which opens the add timesheet form
• Select the time period from the calendar and fill all the details related to that timesheet like each day hours , notes, attachments etc and click on Submit
• This actions creates a new timesheet on the name of employee and an automatic email will be triggered to the approvers

Note: To do this action you need to have add timesheet permission from the Role security->select role->timesheet add permission

Modified on : August 28, 2024

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To import accounts through an excel sheet first you need download the accounts template fromat through below steps

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “More(three dots)” icon on the top right corner
• Click on Downaload Template option from the drop down list
• An excel template will be downloaded with all the account field coluns which you need to fill all the accounts data in it

• Once you have filled all the account details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to Accounts module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

Modified on : June 7, 2024

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Creating an Account record in Oorwin is as simple as below:

•  Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Add Account” button on the top right corner.
• Fill all the required information like Account Name,type,Phone number, etc.
• Then click on “Save” button on the bottom
• And that’s it! Your account has created

Modified on : August 2, 2024

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In Oorwin, ESS services will help to automate the employee concerns and issues in multiple departments and it also helps to the employees to create, assign and track the tickets that were assigned to specific departments in their organization for better resolution

Follow the below steps to create a ESS request

• Go to Help Desk module from the left menu under Human Resources Section
• This will list all the available tickets that were created and assigned previously
• Now click on Create Request button on the top right corner to create a new ESS request
• Enter the information like title, category, description etc and attach any screenshot for reference
• Now click on Save button and your ticket will be created, assigned and a mail notification will be sent to the respective assignee

Modified on : August 2, 2024

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Create and track all your expenses seamlessly

1. Navigate to Menu
2. Select Expenses
3. Click on Add Expense
4. Enter the name of the Expense
5. Select the dates
6. Upload Receipts from inbox or Upload and bulk scan receipts
7. System would automatically pick up the Amount and dates mentioned on the bills
8. Check your bill amount and click on “Save and Submit”

Modified on : August 29, 2024

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Users can add their own expenses or they can add other employee expenses also through on-behalf option. As an admin/reporting manager you can also add your team expenses from this page

Here is how you can create an expense from employee view page

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on any employee name to whom you wanted to add an expense
• Search for Expenses tab on the top and click on it
• It shows all the previous expenses related that employee along with the status
• To add an expense, you need to click on “Add Expense” button which opens the add expense form
• Fill all the details related to that expense like name, date, amount etc and click on Submit
• This actions creates a new expense on the name of employee and an automatic email will be triggered to the approvers

Note: To do this action you need to have add expense permission from the Role security->select role->expense add permission

Modified on : July 31, 2024

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User can create multiple off boarding policies for with different configurations for different employees

Below are the steps to create a new off boarding policy

• Log in to your Oorwin Account and navigate to Settings page from the left bottom
• Go to Off boarding under Configurations section and click on “Add Policy” button on the top right
• Enter the Policy Name and description and configure the sections like notice period, approval flow and leave access etc
• Now click on save, and your new off boarding policy has been created and will be available to assign the employees

Modified on : August 1, 2024

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Managing opportunities effectively can significantly enhance a company’s sales processes and overall customer relationship management.

You can create an opportunity in Oorwin in multiple ways.Here is how you can create an opportunity

• Go to Opportunties module from the left menu under CRM Section
• Click on Add Opportunity button on the top right corner
• Enter all the required fields like opportunity name, client name, deal value and description etc
• Now click on Save button below and your opportunity has created in your CRM

Modified on : August 14, 2024

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If you want to add an Opportunity tagged to a particular lead, then you can do it from the Lead list/view page which will tag it to the same lead.

To do this action you need to have add opportunity permission enabled for your role from the Settings->Role security

Please follow the below steps to create an opportunity from List view page

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Click on any Lead name to whom you wanted to create a new opportunity
• Click on Opportunities tab on the top header which shows all the opportunities tagged to that Lead
• Click on Add Opportunity button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your opportunity has been created and tagged to the particular lead

Note: You can also create an opportunity from the lead listing page under the actions upon clicking on three dots icon

Modified on : August 28, 2024

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If you want to add an Opportunity tagged to a particular account, then yoou can do it from the account view page which will tag it to the same account.

To do this action you need to have add opportunity permission enabled for your role from the Settings->Role security

Please follow the below steps to create an opportunity from account view page

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to create a new opportunity
• Click on Opportunities tab on the top header which shows all the opportunities tagged to that account
• Click on Add Opportunity button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your opportunity has been created and tagged to the particular account

Modified on : August 28, 2024

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If you want to add an Opportunity tagged to a particular contact, then yoou can do it from the contact list and view pages which will tag it to the same contact.

To do this action you need to have add opportunity permission enabled for your role from the Settings->Role security->Opportunities

You can create an opportunity from the contacts module in two ways

• Contact List page
• Contact view page

Please follow the below steps to create an opportunity from contact list page

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the contact you wish to add opportunity.
• Click on Create Opportunity link from the list of actions
• It opens a add opportunity form in a popup along with account and contact tagged
• Enter all other required fields and click on save button
• Thats it! Your opportunity has been created and tagged to the particular contact

Please follow the below steps to create an opportunity from contact view page

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on any contact to whom you wanted to create a new opportunity
• Click on Opportunities tab on the top header which shows all the opportunities tagged to that contact
• Click on Add Opportunity button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your opportunity has been created and tagged to the particular contact

Modified on : August 6, 2024

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Create and Explain a Project:

1. Navigate to Main Menu
2. Projects
3. Create Project
4. Enter your details as needed
5. Save

Important Explination:

• Project Type: Projects Billing Would be decided based on the type of Project defined.Below are the types:

1. 1. Non Billable: This is a project type where there is no billing needed, Rather it would be an internal Poject
   2. Time Based (As Per Assignments): Billing can be done based on the number of hours your team has put in, calculating based on the bill rates mentioned in the Assignments created against the project
   3. Deliverables: Based on the project deliverables which has been delivered in bits and pieces and billed as per the deliveries.
   4. Fixed Recurring: Can be billed based on definite intervals such as weekly,Monthly and other type of cycles.

Modified on : August 5, 2024

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Create Assignment:

Assignment can be created for 2 different purposes.

• Existing Employee

1. Navigate to Menu
2. Assignments
3. Click on Add Assignment
4. Existing Employee
5. Select your Existing Employee from the drop down
6. Mention the details
7. Save

• New Employee

1. Navigate to Main Menu
2. Select Assignments
3. Click on Add Assignment
4. Select New Employee
5. Mention the details
6. Save

Understand Assignment in detail –

Modified on : July 15, 2024

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• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Reminders section under configurations page
• It opens list of all the existing reminders that you have set previously
• To create a new reminder click on “Add Reminder” button on the top right corner
• Give the reminder name and select type as Assignment expiry reminder
• Select the from email from the list of oorwin users from which email that you want to get the reminder
• Now select the roles to consider to which roles it should consider the assignments
• Now in the set schedule tab, configure the expiring days/weeks to consider to start the reminder along with time interval, time and timezone
• Now in the set notifications section, select the checkbox to whom you want to send the notification (Employee/ Consolidated users) and click on Next
• Based on the notification selection the mail templates will be displayed with the default content and user can change the content except the table
• Now click on Save on the bottom and your reminder has created and the notifiers will get the Assignment Expiry reminders based on the configuration

Modified on : August 28, 2024

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To import contacts through an excel sheet first you need download the contacts template fromat through below steps

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “More(three dots)” icon on the top right corner
• Click on Downaload Template option from the drop down list
• An excel template will be downloaded with all the contacts field columns which you need to fill all the contacts data in it

• Once you have filled all the contact details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to Contacts module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

Modified on : September 25, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow from Employee Information

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to Employee Information tab which opens the new form to create a approval flow

• Enter the New Category Name and select applicable option from drop Down
• Now select the access levels or users from the drop down which acts as the first approver
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for Employee Information.

Modified on : September 26, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow for Employee Offboarding

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to Employee Offboarding tab which opens the new form to create a approval flow

• Enter the New Category for Employee Offboarding 
• Now select the access levels or users from the drop down which acts as the first approver
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for timesheets and will be available to add as a approver flow while creating the Employee Offboarding.

Modified on : September 25, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow from Expenses

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to Expenses tab which opens the new form to create a approval flow

• Enter the New Category for Expenses and select applicable option from drop Down
• Now select the access levels or users from the drop down which acts as the first approver
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for Expenses.

Modified on : September 26, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow for  Invoices

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to Invoices tab which opens the new form to create a approval flow

• Enter the Invoice approval flow name and select any applicable option ( Specifically like Amount & Clients)
• Now select the access levels or users from the drop down which acts as the first approver and also enable the DIGI SIGN for the approvals
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for Invoices and will be available to add as a approver flow while creating the Invoices.

Modified on : September 25, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow from Leave & Attendance.

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to Leave & Attendance. tab which opens the new form to create a approval flow

• Enter the New Category name for Leave & Attendance by clicking on New approval
• Now select the access levels or users from the drop down which acts as the first approver
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for Leave & Attendance  and will be available to add as a approver flow while creating the approval process for Leave & Attendance.

Modified on : July 17, 2024

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Approvals is a place where you can configure multiple set of approvals with different type of approval levels on the same approval flow

Here is how you can create approval flow fro timesheets

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Approvals module
• Now go to timesheets tab which opens the new form to create a approval flow

• Enter the approval flow name and select any users or enter emails in the notify section which notifies them on the timesheet creation for this approval flow
• Now select the access levels or users from the drop down which acts as the first approver
• If you want to add multiple approvers then click on “+” icon which opens another row to select another user/access level as a next approver
• Likewise you can add multiple approvers on the same flow and click on Save button
• This will save your approval flow for timesheets and will be available to add as a approver flow while creating the assignments

Modified on : July 16, 2024

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• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Reminders section which opens the list of all the existing reminders
• To create a new reminder click on “Add Reminder” button on the top right corner

• Give the reminder name as you wish and select type as Draft invoice reminder
• Select the from email from the list of Oorwin users from which email that you want to get the reminder
• Now select the roles to consider to which roles it should consider the invoices and select the from date from which the system should consider the draft invoices
• Now in the set schedule tab, select the time cycle, time along with the timezone on which you want to trigger the emails and click on Next
• Now in set notifications tab select the consolidated roles or users to whom the system should consider the draft invoices and click on Next
• Now in the write content tab the mail template will be displayed with the default content and user can change the content except the table
• Now click on Save on the bottom and your Draft Invoice reminder has created and will start triggering the draft invoices notifications to the users

Modified on : August 28, 2024

timer 1 min read

To import employees through an excel sheet first you need download the employees template format through below steps

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “More(three dots)” icon on the top right corner
• Click on Download Template option from the drop down list
• An excel template will be downloaded with all the Employee field columns which you need to fill all the Employees data in it

• Once you have filled all the employee details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to employees module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

Modified on : August 8, 2024

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To import leads through an excel sheet first you need download the leads template format through below steps and then upload it again once you have filled all the data in the downloaded template

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Go to list view and click on “More(three dots)” icon on the top right corner
• Click on Download Template option from the drop down list
• An excel template will be downloaded with all the lead field columns which you need to fill all the leads data in it
• Once you have filled all the lead details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to Leads module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

Modified on : August 7, 2024

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User can create a note in multiple ways for a lead. Here is the simple way to create a note

Create a note from the Lead list page:

• Log in to your Oorwin Account and navigate to Leads module from the left menu under CRM Section
• Select any Lead name whom you wanted to create a note
• Click on “Notes symbol” for the lead you wanted to create note

• It opens a popup with the existing notes listed
• Click on any type(call, note, meeting) of the note and also change the lead status if you wish
• Enter all the required fields like name, description, etc
• Click on Save button below
• Thats it! Your Note has been created and tagged to the particular lead

Note: User can also tag the note to account so that it will be displayed in that particular account

Modified on : August 8, 2024

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To import Opportunities through an excel sheet first you need download the Opportunities template format through below steps and then upload it again once you have filled all the data in the downloaded template

• Log in to your Oorwin Account and navigate to Opportunities module from the left menu under Sales Section
• Go to list view and click on “More(three dots)” icon on the top right corner
• Click on Download Template option from the drop down list
• An excel template will be downloaded with all the Opportunity field columns which you need to fill all the Opportunities data in it
• Once you have filled all the Opportunity details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to Opportunities module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

Modified on : July 15, 2024

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• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Reminders section under configurations page
• It opens list of all the existing reminders that you have set previously
• To create a new reminder click on “Add Reminder” button on the top right corner
• Give the reminder name and type as Pending approval reminder.Pending Approval reminder will applicable to get the pending approvals for timesheets, expenses & employee info requests
• Select the from email from the list of oorwin users from which email that you want to get the reminder
• Now select the roles to consider to which roles it should consider the pending approval reminder
• Now in the set schedule tab, select the Reminder cycle(Daily, weekly, monthly), time along with the timezone
• Based on the configuration the mail template will be displayed with the default content and user can change the content except the table
• Now click on Save on the bottom and your reminder has created and the notifiers will get the Pending approval reminders for the mentioned modules

Modified on : July 10, 2024

timer 2 mins read

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Reminders section under configurations page
• It opens list of all the existing reminders that you have set previously
• To create a new reminder click on “Add Reminder” button on the top right corner
• Give the reminder name and type as Pending timesheet reminder
• Select the from email from the list of oorwin users from which email that you want to get the reminder
• Now select the roles to consider to which roles it should consider the pending reminder
• And select the from date from which the system should consider the pending timesheets and click on next button
• Now in the set schedule tab, select the Reminder cycle(Daily,weekly,monthly), time along with the timezone
• Now in the set notifications section, select the checkbox to whom you want to send the notification(Employee/Consolidated users) and cick on Next
• Based on the notification selection the mail templates will be displayed with the default content and user can change the content except the table
• Now click on Save on the bottom and your reminder has cretaed and the notifiers will get the Pending timesheet reminders based on the time configured

Modified on : July 18, 2024

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Here’s a guide on how to Create Pool:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Click on “Create Pool” button.
• Fill in the Candidate information and add the required attachments.
• Click on the “Save” button on the bottom of the screen.
• The profile is now added to the “Resource Pool Module”.

Modified on : July 15, 2024

timer 2 mins read

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Reminders section under configurations page which opens the list of all the existing reminders
• To create a new reminder click on “Add Reminder” button on the top right corner
• Give the reminder name and select type as Timesheet reminder
• Select the from email from the list of Oorwin users from which email that you want to get the reminder
• Now select the roles to consider to which roles it should consider the pending timesheet submissions
• Now in the set schedule tab, configure the timesheet cycles for which you want to trigger the emails and select the day on which you want to trigger the email for each timesheet cycles and click on Next
• Now in the write content tab the mail template will be displayed with the default content and user can change the content except the table
• Now click on Save on the bottom and your timesheet reminder has created which will notify the employees on the pending timesheet submissions

Modified on : June 27, 2024

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Here’s the guide on how to Create/Add a Note:

• Login to your “Oorwin account” and Navigate to “Jobs module” on the left menu under the “Recruitment” section.
• Select the job where you want to Add/Create a note.
• Click on “N” (Notes Icon) on the landing page in Jobs, a pop-up will appear on your screen with all the previous notes added.
• Select the type of note that you want create.(ex : Add call, Add Meeting, Add Note, etc.)
• Enter the Information that you want to add.
• Click on the “Save” button, note will be added to that Job.

Note: You can tag a Job/ Candidate and also can notify it to other users while adding the notes.

Modified on : August 28, 2024

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Creation of Onboarding Workflow – Explained in Detail

You can create different onboarding workflows tailored to specific needs.
For example, you can have unique workflows for various internal departments, ensuring each department’s specific requirements are met.
Similarly, if you are in staffing or consulting, you can design distinct workflows for employees on your payroll who serve different clients.

Only Admins (HR Admin/Super Admin) can create onboarding workflows.

To create an onboarding workflow, follow these steps:

1. Navigate to  Settings -> Configurations -> Workflows -> Onboarding -> Create New Workflow.

2. Name:
Enter the name you want to assign to this workflow.

3. Applicable Accounts:
This selection is optional. It is useful if you have a consulting or staffing business where your employees work for specific clients while remaining on your payroll. Search by account name, and select the desired company from the suggestions.

4. Independent Stages & Sequence Dependent Stages:
This will be a radio button selection where you can choose your workflow type.

• Independent Stages: Allows a user to initiate any workflow stage at any time without needing to complete the previous stage.
• Sequence Dependent Stages: Requires a user to complete the previous stage before initiating the next one. There are no restrictions for initiating the first workflow stage.

5. Add Workflow Stage:

Workflow stages can be added and edited at any time.When a user clicks on “Add Stage,” a pop-up will appear with the following information:

Name: Name the workflow stage as needed.

Owner: Assign owners responsible for the stage, such as a person responsible for document collection and verification. Ensure this person has Oorwin access with onboarding permissions.

Notify Checkbox: Select this checkbox to notify the owners or users when the workflow stage is initiated and completed.

Color: Choose colors for the workflow stages to identify them easily.

6.Actions in Onboarding Workflows:

Sending Digital Documents:
Users can select pre-designed digital documents from **Menu -> General -> Digital Templates**. These templates can include Manual Documents, FYI, Advanced Digi Signatures, and Digi Signature documents. Select the documents to send to the candidate.

Employee Upload Documents:
This requests the candidate (prospective employee) to upload the required documents. The candidate receives an email with a link to upload the necessary documents. You can select the document types from the list provided. If the required document type is not listed, you can create one in **Settings -> Configurations -> Keywords -> Documents -> Add**.

Profile Update Request:
This requests the candidate to provide the selected field data. The candidate receives an email with a link to update the necessary information. You can select the fields from the dropdown list.

Email Body Customization:
When this stage is initiated, you can send a customized email along with the mentioned actions.
Candidate Email: Customize the email to your candidate using the merge fields on the right. The final email sent to the candidate will include the customized content and the fields replaced by the merge fields.
Email to Others: You can also send updates to other employees, such as the IT manager, by customizing emails using the merge fields. The final email sent to the desired employees will include the customized content and the fields replaced by the merge fields.

Click  Save to save this onboarding workflow stage.

If you want to create a new stage (Stage 2), click on the Add Stage button on your Workflow creation page. Follow the above steps to customize the stage and save.

Track Progress:
After adding all the required stages, you can enable “Track Progress through workflow.” Once enabled, you can enter numerical values to track progress for each stage. For example, if you have five stages, you can allocate percentages as follows:

– Stage 1: 20%
– Stage 2: 30%
– Stage 3: 10%
– Stage 4: 10%
– Stage 5: 30%

This should sum up to 100%.

You can also enable “Distribute Equally,” which will distribute all workflow stages with equal percentages.

Click  Save to save this onboarding workflow.

Modified on : August 1, 2024

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Here’s a detailed guide on how to create a requisition templates:

• Log in to your Oorwin Account and navigate to Requisitions module from the left menu under Recruitment Section.
• Click on “REQUISITION TEMPLATES”.
• Click on “Create Template” button on right corner.
• Fill in all the Required information along with all the Mandatory fields.
• Click on “Save” button below and that’s it, your requisition template saved into the system and can access under My Templates  view.
• Choose the template while creating a new requisition.

Modified on : July 18, 2024

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Here’s a guide on how to Delete a Candidates profile:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Candidate ID and from the drop down click on Delete.
• A pop-up will come up on your screen, select Yes.
• The profile will be deleted from the Candidates Module.

Modified on : August 6, 2024

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Custom forms allows you to customize all your module forms and fields based on your business needs. Here you can also customize the fields by adding or removing them

Here is how you can you remove a custom field:

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu which opens multiple sections in it
• Click on Custom Forms section under configurations page
• It opens all the modules on the left pane which opens the module specific form on the right pane upon clicking on it
• Click on any module that you wish to remove the custom field and click on three dots on the custom field
• Now click on delete action and click on Yes on the conformation box
• The field will be moved to the deleted list on the right which you can restore it again by dragging it to any of the section

Note: You cannot delete the system default field in any of the form 

Modified on : July 18, 2024

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Here’s a guide on how to Delete a Profile from Resource Pool:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Pool ID and from the drop down click on Delete.
• A pop-up will come up on your screen, select Yes.
• The profile will be deleted from the Resource Pool module.

Modified on : July 17, 2024

timer 1 min read

Here’s a guide on how to Delete a Submission Record:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Submission ID and from the drop down click on Delete.
• Click on Yes on the Pop-up.
• The Submission record will be deleted.

Modified on : July 16, 2024

timer 1 min read

Here’s a guide on how to Delete an Interview:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Interview and from the drop down click on Delete.
• From the pop-up on your screen select Yes.
• Interview Record will be Deleted.

Modified on : July 16, 2024

timer 1 min read

Here’s a guide on how to Edit a Candidate Profile:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Candidate ID and from the drop down click on Edit.
• It’ll open-up the Candidates profile page to edit.
• Fill in the required information.
• Click on “Update” button on the bottom of the screen, the added information will updated to the Candidate Profile.

Modified on : August 6, 2024

timer 1 min read

Here’s a guide on how to Edit a Pool record:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Pool ID and from the drop down click on Edit.
• It’ll open-up the Pool profile to edit.
• Fill in the required information.
• Click on “Update” button on the bottom of the screen, the added information will updated to the Candidate Profile.

Modified on : July 16, 2024

timer 1 min read

Here’s a guide on how to Edit a Submission:

• Login to your “Oorwin account” and Navigate to “Submissions module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the submission ID and from the drop down click on Edit.
• It’ll redirect you to the Submission form.
• Update the required details and click on Save.
• The Submission record will be updated.

Modified on : July 16, 2024

timer 1 min read

Here’s a guide on how to Edit an Interview:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Interview and from the drop down click on Edit.
• A pop-up will come upon your screen, from which you can make the changes and edit the Interview record.
• Once the required changes are made, click on Update or Update & Schedule.
• The interview record will be updated and will be saved.

Modified on : August 28, 2024

timer 1 min read

If you would like to update a contact information you need to have a edit access for the contact module which can be enabled from the Settings->Role security by the Admin

Follow the below steps to edit and update the contact record

• Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the contact you wish to update.
• Click on Edit link from the list (You need to have account edit access to have this link)
• Enter all the details you wish to update in the respective fields
• Then click on “Update” button on the bottom
• And that’s it! Your Contact has been updated with the new details

Modified on : August 28, 2024

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Follow the below steps to edit and update the account record

•  Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the account you wish to update.
• Click on Edit link from the list (You need to have account edit access to have this link)
• Enter all the details you wish to update
• Then click on “Update” button on the bottom
• And that’s it! Your account has been updated with the new details

Modified on : August 27, 2024

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Follow the below steps to edit and update the employee record

•  Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “Actions(three dots)” icon for the employee you wish to update.
• Click on Edit link from the list (You need to have employee edit access to have this link)
• Enter all the details you wish to update
• Then click on “Update” button on the bottom
• And that’s it! Your employee record has been updated with the new details

Modified on : July 17, 2024

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Admin can enable or disable the access to module activities for a role or a user from the security section. Also he can restrict displaying the organizational documents to the specific users/roles

Below are the steps to do the same

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Access Control on the left menu and click on Security section
• There will be two sections called “Activities” and “Organization Documents” where we can enable/disable the access to these sections in the portal
• To enable/disable click on three dots and click on edit which opens a popup to add/remove the role or user from the drop down fields
• Add roles and users from the drop down and click on save to enable the activities and organization documents access

Modified on : July 17, 2024

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Oorwin allows you to enable water mark on resumes with text and logo types. Water marking is a premium feature and it can be enabled by purchasing the water marking add on through billing section

Below are the steps to enable and configure image watermark

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on water marking section
• Now enable the toggle on for Water marking on Resumes/Cvs
• Select the image watermark and upload the logo from upload section
• Now adjust the settings like resizing the image, opacity, page range etc
• Adjust the rotation and position settings on the right and verify the positioning in the preview section
• Once everything is configured, then click on save. now on system will insert the water mark on the resumes in all the places

Modified on : August 7, 2024

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Here’s a guide on how to Enable Portal Access to Pool candidates:

• Login to your “Oorwin account” and Navigate to “Resource Pool module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Pool ID and from the drop down click on Enable Portal Access.
• Click on Yes to enable the portal access to Pool candidates.
• The Candidate will Receive an email to Activate their Oorwin Account from which they can keep a track of Interviews scheduled, Submission records.

Modified on : August 6, 2024

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Here’s a guide on how to Enable Portal Access to Resource Pool Candidates:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the “3 dots/Actions” beside the Candidate ID and from the drop down select Enable Portal Access.
• Click on Yes to confirm when the pop-up comes up on your screen.
• The selected candidate will receive an email to activate their account from which they can track Submissions, Interviews.

Modified on : July 17, 2024

timer 1 min read

Oorwin allows you to enable water mark on resumes with text and logo types. Water marking is a premium feature and it can be enabled by purchasing the water marking add on through billing section

Below are the steps to enable and configure text watermark

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on water marking section
• Now enable the toggle on for Water marking on Resumes/Cvs
• Select the Text watermark and enter the text on the below field and adjust the font style, size, opacity etc
• Adjust the rotation and position settings on the right and verify the positioning in the preview section
• Once everything is configured, then click on save. now on system will insert the water mark on the resumes in all the places

Modified on : July 17, 2024

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Oorwin allows you to refer a candidate that an employee knows and who fits for a position,they can refer that candidate through Oorwin portal. So that, further steps will be taken care by the recruiter throug the portal

Below are the configurations for referral settings

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Referral Settings section
• select the radio buttons of each section says who can refer and allows to change the referrer
• Enter the referral expiry days in number and click on save, and all these settings will be considered while referring a candidate to a position

Modified on : August 28, 2024

timer 1 min read

Lists & Categories can be tagged against a digital template to organize , making retrieval and management faster and more efficient.

Lists: Lists allow you to group multiple documents into a single collection, enabling you to tag or initiate bulk actions on all necessary documents at once. This is especially useful for managing large-scale scenarios where multiple related documents need to be processed together.

Categories: Categories help identify the function or purpose of each digital template. By organizing templates into specific categories, you ensure that each template is easily identifiable and belongs to a relevant functional group.

Modified on : August 28, 2024

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There will be a Set up icon on the top right corner which will help to identify all the settings related actions that are associated with employees module. You can directly navigate to any of the setting page by clicking on the listed setting actions related employees

Below are the steps to navigate to it

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• On the employees listing page click on Setup icon on the top right corner
• It opens popup with the associated settings actions and upon clickingon it user can directly navigate to the specific settings page with out any hassle

Below are the settings that we have in employee setup

1. Fields & Forms
2. Reminders & Tasks
3. Approval Process
4. Communication
5. Default Settings
6. Employee Reporting
7. Expenses settings
8. Off boarding Policies
9. Organizational Hierarchy
10. Performance management policies
11. Leaves & Attendance settings
12. Employee referral configuration
13. Access settings

Modified on : July 16, 2024

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Here’s a guide on how to Export Interviews :

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Select the Interview records that you want to export.
• Click on the 3 dots/More on the top right corner of the page.
• From the drop down select “Export Interview(s)“.
• User will have the option to select the desired Columns.
• Click on “Export as Excel” or “Export as CSV”.
• Interview records will be Exported and you can download the file from the Notification tab.

Modified on : July 16, 2024

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Here’s a guide on how to create a Feedback template:

• Login to your “Oorwin account” and Navigate to “Interviews module” on the left menu under the “Recruitment” section.
• Navigate to Feedback templates page from the header.
• Click on Create Template button on the top right corner.
• Add template page will pop-up on your screen.
• Enter the Template Name and select the Questions.
• Click on Save button on the bottom of your screen.
• The Template will be Saved.

Modified on : August 28, 2024

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You can filter the accounts through different search criterias like name,type,city,etc. User can also create the custom view based on the filters applied

Below are the steps to add a filter and create a custom view

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• On the account listing page click on filter icon on the top right corner
• Select the filter condition on the popup by selecting the field name and condition
• You can add multiple filters by clicking on “+ Add”  button below the first condition
• Now click on Apply button, Now accout records will be filtered and displayed on the listing page
• To save the filter click on “Save As” button beside the apply button and provide the filter view name
• Now the custom view will be saved and listed on the left views on the same name you have given

Modified on : August 28, 2024

timer 2 mins read

You can filter the employees through different search criteria like name, email, employment type etc. User can also create the custom view based on the filters applied

Below are the steps to add a filter and create a custom view

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• On the employees listing page click on filter icon on the top right corner
• Select the filter condition on the popup by selecting the field name and condition
• You can add multiple filters by clicking on “+ Add”  button below the first condition
• Now click on Apply button, Now employee records will be filtered and displayed on the listing page
• To save the filter click on “Save As” button beside the apply button and provide the filter view name
• Now the custom view will be saved and listed on the left views on the same name you have given

Modified on : August 14, 2024

timer 2 mins read

You can filter the leads through different search criteria like name, status ,owner ,etc. User can also create the custom view based on the filters applied

Below are the steps to add a filter and create a custom view

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• On the Leads listing page click on filter icon on the top right corner
• Select the filter condition on the popup by selecting the field name and condition and value
• You can add multiple filters by clicking on “+ Add”  button below the first condition
• Now click on Apply button, Now lead records will be filtered and displayed on the listing page
• To save the filter click on “Save As” button beside the apply button and provide the filter view name
• Now your custom view will be saved and listed on the left views on the same name you have given

Modified on : August 14, 2024

timer 2 mins read

You can filter the opportunities through different search criteria like name, status ,owner ,etc. User can also create the custom view based on the filters applied

Below are the steps to add a filter and create a custom view

• Log in to your Oorwin Account and navigate to Opportunities module from the left menu under Sales Section
• On the opportunities listing page click on filter icon on the top right corner
• Select the filter condition on the popup by selecting the field name, condition and value
• You can add multiple filters by clicking on “+ Add”  button below the first condition
• Now click on Apply button, Now opportunities records will be filtered and displayed on the listing page
• To save the filter click on “Save As” button beside the apply button and provide the filter view name
• Now your custom view will be saved and listed on the left views on the same name you have given

Modified on : June 26, 2024

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Here’s a detailed guide to on how to find Matching Profiles:

• Login to your “Oorwin account” and Navigate to “Jobs module” on the left menu under the “Recruitment” section.
• Click on the “Job ID/Job Title” and Open the job.
• Click on the Matching Profiles Icon on the Right side Panel.
• All the profiles that are matching to the job will reflect along with the percentage of match, user will have access to filter the candidates and perform actions like Submissions, adding to pipeline and Mass mailing.

Modified on : July 16, 2024

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Here’s a guide on how to find similar candidates:

• Login to your “Oorwin account” and Navigate to “Candidates module” on the left menu under the “Recruitment” section.
• Click on the “Candidate ID/ Candidate Name” to open the profile.
• Click on the “Similar Profiles Icon” on the Right side Icon Panel.
• Top 5 profiles similar to the opened candidate profile will be displayed, showing their match percentage. The user will have the ability to filter these candidates and perform actions such as submissions, adding them to the pipeline, and mass mailing.

Modified on : August 2, 2024

timer 1 min read

Generate an Invoice

1. Navigate to Invoices
2. Click on Create Invoice
3. Enter Client information
4. Select the Assignment
   
5. Select the Time period
   
6. Select Approved Timesheets if available -> Select the days -> Add
   
   orselect Assignment billing details -> Enter start date & end date with hours as needed -> Click on Add
   
7. Add Discount or Taxes if needed
8. Save & Send
   

Modified on : August 6, 2024

timer 1 min read

Generate Bills directly from Draft Bills in Accounts Payables:

Now users do not have o manually generate Bills, You can have that automated where all you need is just to look at it and Approve it and save it

1. Navigate to Main Menu
2. Accounts Payable
3. Draft Bills
4. Select your Bill
5. Edit
6. Make changes if needed
7. Save

Modified on : August 2, 2024

timer 1 min read

Generate Invoice for Perm placements

1. Navigate to Invoices
2. Click on Create Invoice
3. Enter Client information and other billing information
4. Select the Date range
5. Select Perm placement
   
6. Add your Discount & Taxes
7. Save and Send Invoice
   

Modified on : July 17, 2024

timer 1 min read

Resume harvesting helps the users to fetch the resumes automatically into the system from the external job boards and internal resume based on the search criteria that we have configured

To schedule the resume harvesting for the users,Admin needs to enable it and configure the time slots

• Log in to your Oorwin Account and navigate to settings page from the left bottom
• Go to Configurations on the left menu and click on Harvesting module
• Now select the timezone and the time slots for the harvesting to be ran (You can select the maximum of 4 slots a day)
• You can also set the record limits by entering the number in the per harvesting limit field
• Now click on save which saves the harvesting configuration and enabled to schedule

Modified on : August 14, 2024

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We can create a candidate or a resource pool record from the lead information which you can directly create it from the lead listing page

For this you need to have ATS application subscribed and need to have the add candidate/resource pool permission from the role security

Here is how you can do it

• Log in to your Oorwin Account and navigate to Leads module from the left menu under Sales Section
• Click on “Actions(three dots)” icon for the Lead you wish to move.
• Click on move to candidate  link from the list (You need to have candidate add access permission)
• Or Click on move to resource pool  link from the list (You need to have resource pool add access permission)
• Click on Yes on the confirmation box and your lead record will be moved as a candidate or resource pool with the information mapped to it

Modified on : August 28, 2024

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We have multiple batch actions in Employee module which helps the user to perform an action on the multiple employee records with the same result

You can perform this action by selecting multiple employee records and clicking on the batch actions symbol on the top

• Here you can do Bulk assign role of different employees by selecting them and click on Bulk actions button->assign role
• You can also send Profile update request to multiple employees through this option
• You can also archive, send bulk SMS and send email through batch actions which will be triggered to all of the selected records

Modified on : August 14, 2024

timer 1 min read

We have multiple batch actions in leads module which helps the user to perform an action on the multiple lead records with the same result

Here you can do bulk update status of different leads by selecting them and click on Bulk actions button->Update Status

You can also update any of the field in the lead form like Lead owner, Lead name, location, etc

You can also archive and send email through batch actions which will be triggered to all of the selected records

Modified on : August 28, 2024

timer 1 min read

Users can add a page break in a continuous digital document to move content to a new page.

To achieve this:

1. Navigate to Menu -> General -> Digital Templates -> Design (Advanced Digital Template) / (Create – Design).
2. Add or edit a section.
3. Turn on the Page Break option at the section where you want the new page to start.
4. Save your changes.

You can preview the areas where page breaks have been added and see how it looks by switching on the preview option. You can also check a PDF preview by clicking on the PDF preview option at the top.

Note: If there are merge fields in your Advanced Digital Template, the preview might not accurately reflect the content, as merge fields will be replaced with actual information, which may have varying character lengths.

Modified on : August 28, 2024

timer 2 mins read

Assignments can be utilized to manage various aspects of job information, including client/vendor details, sales data, recruitment processes, pay and billing information, timesheet records, and invoice details.

Assignments can be added in two ways from the employee record

1. From the listing page -> Actions
2. From the view page -> Assignment tab

Note: You need to have add assignment permission to do this action. This can be enabled from Settings->Role Security->Select HR Role->Assignment Add Permission

Below are the steps to add an assignment from Employee record

• Log in to your Oorwin Account and navigate to Employees module from the left menu under HRMS Section
• Click on “Actions(three dots)” icon for the employee you wish to update.
• Or click on employee name to view the employee record and click on assignment tab on the top
• You will find Add Assignment button in both the above places and click on it
• It opens the add assignment form and enter all the mandatory details regarding the assignment
• Now click on Save button and your assignment got created under the selected employee

Modified on : August 5, 2024

timer 1 min read

Email Signatures are one of the most common features that all professionals use in today’s industry. With email being one of the main forms of communication between internal and external parties,  In Oorwin you can customize your mail signature and also use pre-defined templates.

Add Email Signature

Modified on : August 7, 2024

timer 1 min read

How to add Reviewers for I-9:

1. Navigate to Main Menu
2. I-9 Compliance
3. Reviewers
4. Add Reviewer
5. Enter the Information
6. Select Internal or External Reviewer
7. Save

   

Modified on : August 28, 2024

timer 2 mins read

You can add the contact as a candidate without going to the candidates module and fill all the details manually.Contacts module will have an option as “Add to Candidates” where it will automatically fetch all the available details of contact to the candidate

This action will only available to the accounts who has ATS subscription and the logged in user must have add candidate permission from role security.

Below are the steps to do it

• Log in to your Oorwin Account and navigate to contacts module from the left menu under General Section
• Open any contact by clicking on contact name to whom you want to add as a candidate
• Search for Add to Candidate icon on the top right and click on it
• It will automatically opens the add candidate page along with the prefilled details from the contact you selected
• Fill all other mandatory fields and click on save button at the bottom
• Now your contact has been added as a candidate and available in the candidate module