Aplikasi | Zoho Premium Partner - Blog #Zoho Mail

[Case Study] Nasty Worldwide (NSTY): Productivity, Collaboration & HR Management

Thu, 20 Jul 2023 13:32:01 +0800

[Case Study] Nasty Worldwide (NSTY): Productivity, Collaboration & HR Management

Electronic Nicotine Delivery Systems (ENDS) Provider

Business Case at a Glance

As of January 2019, NASTY is a full-fledged provider of smoking-cessation solutions, having released its first closed pod system device, the NCIG 1 (an abbreviation of the NASTY Cigarette). The device was created in-house with the intention of providing the best possible aid to smokers trying to break their habit.

Back then, they used many incompatible apps. Hence, teamwork was often repetitive, laborious, and disorganised. Aplikasi, which develops tightly integrated applications, recommended Zoho One.

Company Background

NASTY Worldwide started out as an e-liquid manufacturer when it was established in 2015 in the city of Tampin in Malaysia. NASTY quickly began penetrating markets and gaining a large following across Europe and the Americas with its award-winning creations. The company focuses its research and development efforts on flavour combinations that set new trends and on fresh brand designs.

Nasty LABS R&D Center is the heartbeat of NASTY. This centre offers comprehensive services to original equipment manufacturer (OEM) customers all over the world. Today, NASTY designs, develops, and markets a comprehensive ecosystem of solutions for electronic nicotine delivery systems (ENDS). NASTY is located in Indonesia, India, the United States of America, the United Kingdom, the United Arab Emirates, and South Korea. Their goal is to have NASTY become the ENDS Solutions Provider with the Largest Market Share and Most Recognized Brand Name by the year 2030.

The Challenge

The fact that they utilised a large number of apps that were not compatible with one another or able to communicate with one another was an issue back then. As a result of it, the process of collaborating within their team was frequently redundant, tedious, and unorganized.

The increasing cost of Google Suite was the main reason this strategy was adopted by Nasty and how we came into the picture. The other difficulty that they were encountering was in the area of human resources management. Their HR policy was not easily implementable with their old system, which was HR.

Finding the Solution

The first project we had with NASTY was migrating their Google Suite to Zoho Workplace. This migration exercise includes the migration of about 300 employees' email accounts from GSuite to Zoho Mail, the configuration of domains in Zoho Mail, and redirection setup to ensure emails coming into the old address are captured in the new address. Not to forget, Zoho People was also introduced with the integration to Payroll Panda.

Implementations & Results

The applications of Zoho People, Zoho Expense, and PayrollPanda were all developed and tightly connected with one another. All of the claims and the basic salary are sent to Payroll Panda, and then Payroll Panda will process the amount to generate payslips for all of the employees. Once this is complete, the payslip can be downloaded from or viewed within Zoho People. The majority of the processes are made more efficient by the fact that they all operate in the background.

What our client says about our service?

Very helpful and responsive and friendly from Aplikasi in delivering and assisting us in our needs.
— Nasty team

What apps have been deployed

Zoho One

Zoho Creator

Zoho People

Zoho Books

Visit the support centre

Ready to turn your business challenges into success stories? Let’s explore how Aplikasi can simplify and streamline your operations—just like we’ve done for businesses across various industries.

Get Started Now

[Case Study] Expert Media Global Sdn Bhd: HR & Project Management

Thu, 20 Jul 2023 13:14:49 +0800

[Case Study] Expert Media Global Sdn Bhd: HR & Project Management

Creative Digital Agency

Business Case at a Glance

Expert Media Global is a company that provides businesses with marketing collateral. Their sales and media teams are both prepared to assist clients. Given that each group employs a diverse variety of individuals, it is essential that they coordinate effectively. Since they are having trouble due to their teams' siloed efforts, they have decided to implement Zoho to ensure that everyone is communicating and working together efficiently. Aplikasi is there to facilitate the configuration and use of the applications.

Company Background

Expert Media Global is a creative digital agency that was established in 2021 with a primary focus on making remarkable impressions on the digital landscape that thrill customers. Their main office is located in Petaling Jaya. The services that they offer are Expert Creative, Expert Digital and Expert Media.

They assist brands in communicating and delivering unique value propositions across a variety of sectors, whether they are selling to businesses or consumers. They also assist new businesses and small to medium-sized enterprises (SME) in launching their online presence quickly and affordably by planning, devising, and putting into action digital marketing strategies. These strategies include branding, advertising, content production, and media management. They provide solutions that are quick, appealing, straightforward, and functional in order to meet their customers' requirements in the digital world.

The Challenge

Before discovering Zoho, Expert Media Global had been working with a cloud solution that wasn't compatible among departments, making it difficult to work together because each team's apps had to be run in silos. They are still not getting the productivity out of the work that they would like. Therefore, Aplikasi has arrived as a Zoho partner to help fix the problem they had. After entrusting us with their business, they opted to switch to the more reliable Zoho Mail in the midst of our rollout of the other apps.

Finding the Solution

In order to show them how Zoho's ecosystem functions, Aplikasi presented the functionality of the Zoho ecosystem, which are Zoho CRM, Books, Projects, Expenses, and People. Due to the significance of interconnection, the proposed applications should promote greater collaboration between the various development teams. The team is able to keep clients better informed due to the openness of all project and job modifications. The idea also includes reducing the onerous processes of the HR department to save the business time and effort.

Implementations & Results

To ensure that collaboration can take place, each of the apps has been synchronised with one another. Zoho CRM is linked to the Zoho Books and Zoho Projects applications. After that, Zoho Expense will be synchronised with Zoho Books and Zoho People. The combination of CRM, accounting software, and project management software ensures visibility of all records for all active projects and connected deals.

The combination of Zoho Expense, Zoho Books, and Zoho People has the purpose of ensuring that all expenses, whether they originate from an internal or external project, are automatically synced to Zoho Books and reducing the amount of work that is required of the finance team to manually update all expenses. To cap it all off, once they had everything they needed, they also got Zoho Cliq, which has helped them greatly enhance their internal communications.

What our client says about our service?

Aplikasi has been helpful in solving our issues. They're good with clients who has limited IT knowledge. They've a large professional team to address every needs.
— Expert Media Global team

What apps have been deployed

Zoho CRM

Zoho Books

Zoho People

Zoho Project

Zoho Expense

Zoho Mail

Visit the support centre

Ready to turn your business challenges into success stories? Let’s explore how Aplikasi can simplify and streamline your operations—just like we’ve done for businesses across various industries.

Get Started Now

The Easiest & Simplest Way To Get Started With Zoho Recruit

Thu, 18 Aug 2022 18:19:10 +0800

The Easiest & Simplest Way To Get Started With Zoho Recruit

Recruit Smarter, Start Faster

Are you still new to Zoho Recruit and having a hard time figuring out the app? Fret not, we're here to help you to get started in the early steps of using Zoho Recruit. In this article, you'll be learning on (1) how to add new users, (2) how to associate roles and profiles to them and (3) how to assign different profile permissions.

An additional information before we get started! You must be aware that only users who have the "Manage Users" permission in their profile can have the access to look and manage the list of users in Zoho Recruit, for instance like adding users, changing user information, and see which apps and add-on are active for each user.

So without further or do, let's get right into it!

(1) How to Add New Users

The first point of the step is how to add new users to the app Zoho Recruit. Quite simple really. Just follow these compulsory steps foremost, then you are good to go.

Name, email address, role and profile must be added by The Administrator to create the user's profile. An email invitation will be sent automatically to the user's email as provided by the administrator once added. Other details such as numbers, address, website and etc. can also be filled after adding the user. The user can now accept the invitation by clicking the "Access" link within 7 days of receiving it via email.

Afterwards, there are two different sequences that need to be determined the users position to proceed with the process - user is new to Zoho and does not have an account - and - user already has an account with Zoho but does not have a Zoho Recruit account.

So if you are completely new to Zoho, meaning you do not have both Zoho and Zoho Recruit accounts, then you are required to sign up and create an account with Zoho. How? By clicking the access link in the email, the user will be redirected to the sign-up page. Once created, click the Continue signing button. The user then has to confirm the email address by accessing the link that has been sent in the Confirmation email.

If the user already has an account with Zoho, but doesn't have a Zoho Recruit account however, then the user should only click the Continue Signing in button after accessing the link in the email. The user will be logged into the Zoho Recruit account that is associated with the company's account once accessing.

Now when that's done, you can now add users. First of all, you are required to log into Zoho Recruit with the Administrator privileges. You can also access this feature if you have permission to Manage Users.

Next is to go Setup > Users & Control > Users. Here you can find the Users Page is click +Add New User.

On this page, it is required for you to enter the required details such as Full Name, Email, Role, Profile and Territory.

Finish? Click Save. The system will send an invitation to the user's email address, and only when the user accepts the invitation, will the status of the user change to Confirmed.

Looks like we've covered the first part. On to the next one!

(2) How to Associate Roles and Profiles to Users

Here you need to identify the user either they are categorized in cooperate or staffing section. These are the lists of roles and profiles that you can find along the way;

Roles

Role	Staffing Edition	Corporate Edition
Recruiter Admin	Can view all organizational data, irrespective of data sharing rules and module access.	View all organizational data irrespective of data sharing rules and module access
Recruiter	Can view data that belongs to them but not other users (If modules are set to private)	Can view data that belongs to them but not other users (if modules are set to private)
Guest	Can view all organizational data (Similar to admins)	—
Interviewer	Only able to see data created by or related to them. If the user is the assigned interviewer, then they can view the candidate record and the job opening associated with the interview.	—
Client Administrator	Can view all job openings related to their Client ID from their portal account	—
Client Interviewer	Can view job openings under their Client ID for which they are the assigned interviewer	—
Hiring Manager	—	Can view candidate and job opening data, access referrals, and submit interview feedback (if they are an interviewer)
Employee	—	Can view referrals and notes

Profiles

Profile	Staffing Edition	Corporate Edition
Administrator	Complete control over hierarchy setup and data permissions across the organization	Complete control over hierarchy setup and data permissions across the organization
Standard	Can manage end-to-end hiring processes in the organization	Can manage end-to-end hiring processes in the organization
Guest	Can only make interview decisions scheduled for them and log activities (notes) to any data	—
Interviewer	Can only make interview decisions scheduled to them	—
Client Administrator	Can create job openings and submit feedback (notes) for all records	—
Client Interviewer	Can submit feedback for the records assigned to them	—
Hiring Manager	—	Can create jobs, review submitted candidates, and add notes
Employee	—	Can create referrals and submit interview feedback (if they are part of the interview process).

Have you identified the user's roles and profile? If yes, now you can assign the respective roles in your organization. If you happen to have access to the Administrator profile, you will also have access to all the data irrespective of the role assigned to the user. To assign roles to the users, follow these steps;

1Navigate to the Settings page

→

2Select Users & Permissions

→

3Select the Users tab

→

4Select the required user

→

5Choose the Role from the drop-down

→

6Click Yes to confirm

That's it! As easy as ABC.

(3) How to Assign Different Profile Permissions

The last step in this how-to article is assigning different profile permissions to the new added users. Profiles in Zoho Recruit help you define permissions for a set of users. For example, the permissions required for a person from the Sales team might be different from the permissions required by a person in the Marketing team.

There are two profile permissions that are provided as default. You can only change the permissions for the module and no other customization is possible. The two default profiles are Administrator Profile - has access to all the features in the Zoho Recruit account. The other is Standard Profile - This profile has limited access to the features in Zoho Recruit account.

Only 2 default profiles: Administrator (full access to every feature) and Standard (limited access) — everything else is customized from these two starting points.

To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go through the hassle of disabling each checkbox. With instant saving, you wouldn't have to worry if you lose any of your progress.

Basic Permissions

These modules are based on the modules. The permissions for actions can be changed by using the checkbox that is available in the drop-down next to each module permission.

Advanced Permissions

Permissions like Import/Export, Send Email, Tool and other advanced permissions can be enabled only when their pre-requisite is enabled. For instance, a user can send Mass Email only when Send Email permission has been enabled for that profile. This makes sure that users can't exceed their permissions.

Import / Export Permissions

Permission	Description	Required Permission	Supported Module
Import Own Records	Import records owned by current user.	Create	Candidates, Clients, Contacts, Job Openings, Products, Campaigns, Custom Modules.
Import Organization Records	Import all records owned by the users in the organization.	Create	Candidates, Clients, Contacts, Job Openings, Products, Campaigns, Custom Modules.
Export	Export records from each module.	View	Candidates, Clients, Contacts, Job Openings, Products, Campaigns, Notes, Forecasts and Custom Modules.

Send Email Permissions

Send Email - Modules from which you can send an email.

Tool Permissions

Permission	Description	Required Permission	Supported Modules
Mass Update	Update several records at once.	Edit	Candidates, Clients, Contacts, Job Openings, Activities, Campaigns.
Mass Delete	Delete several records at once.	Delete	Candidates, Clients, Contacts, Job Openings, Campaigns.
Change Owner	Change the owner of a record.	View	Candidates, Contacts, Clients, Job Openings, Campaigns, Activities, Custom Modules
Mass Transfer	Transfer records from one user to another based on a criterion.	Change Owner	Candidates, Clients, Contacts, Job Openings, Campaigns
Convert	Convert a record from one module to another. For example, converting a Lead to Contact	View	Candidates.

Other Permissions

Permission	Description	Required Permission	Supported Modules
Print View	View all List view records in a module in the printable mode.	View	Candidates, Contacts, Clients, Job Openings, Campaigns, Activities, Custom Modules.
Sheet View	View, add and update records from the module using Spreadsheet.	Create and Edit	Candidates, Contacts, Clients, Job Openings, Campaigns, Custom Modules.
Find and Merge	Find and merge the duplicate records.	Edit	Candidates, Clients, Contacts
Manage Custom List View	Create custom list views.	View	All Modules.

Admin Level Permissions

User Management - Permission to manage users, roles, profiles, groups, and data sharing.
Modules Customization - Customize Modules, Tab Groups, Web Tabs, Fields & Links, Layouts, Related Lists, and Business Card View.

Email & Templates

Email & Chat Settings - Manage BCC Dropbox, Mail Integration and Zoho Chat bar.
Manage Templates - Manage Email, Inventory and Mail Merge templates.

Automation

Permission	Description	Supported Modules
Manage Workflow	Create workflow rules and associate workflow alerts, tasks, field updates, webhooks, custom functions and manage the approval process with them.	All Modules.
Assignment Rules	Create assignment rules to automatically assign the ownership of the records that are imported or generated from web forms.	Candidates, Contacts, and Custom Modules.

Webform

Permission	Description	Supported Modules
Manage Webform	Design and publish web forms in order to collect customer/visitor data.	Candidates, Contacts, and Custom Modules.
Approval	Specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection.	Candidates, Contacts, and Custom Modules.

Data Administration

Migrate data from other ATS - Enable the ability to migrate data from other ATS.
Import History - View the import history of modules.
View Storage Details - View the storage details of the account.

Extension Permissions

In this section will allow you to define permissions for Extension, Zoho Recruit API and also Social Settings. These permissions deal with the communication of Zoho Recruit with third party integrations.

ZohoGoogleZoho Recruit APISocial

Zoho

Phone Bridge - Mange incoming and outgoing calls from within Zoho Recruit.
Docs - Create and collaborate your documents inside Zoho Recruit.
Reports - Track your colleagues' and applicants' progress with Advanced Recruit Analytics.
Mail - No more juggling tabs. Get your mails from inside your ATS.
People - Convert a hired candidate into an employee in a single click.

Google

Sync with Google Contact - To synchronize contacts between Google contact and Zoho Recruit.
Sync with Google Calendar - To synchronize Google and Zoho Recruit calendars.

Zoho Recruit API

Zoho Recruit API - Access the Zoho Recruit API for integrating Recruit modules with third-party applications such as accounting, ERP, e-commerce, self-service portals, and others.

Social

Social Tab - Enable the social tab for the user.
Add Social Profiles in record - This needs to be enabled for the user to integrate their social accounts into Recruit.

And we are done! We hope you find this article helpful. If you have any questions or request, kindly email us at marketing@aplikasi.us. Yes, we do accept requests from our readers! Need more "How-To" materials? Just email us!

Interested to know more about what Zoho Recruit can offer? You can also click below to go straight to our Whatsapp for further engagement.

Click Here!