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1. Getting Started with Control Centre in
Tally.ERP 9

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Version: Getting Started with Control Centre/2.0/August 2010

3. Contents
Content
Lesson 1: The Control Centre
1.1 The Control Centre ............................................................................................................................ 1
1.2 Features of the Control Centre........................................................................................................... 1
Lesson 2: Accessing the Control Centre
2.1 Accessing the Control Centre ............................................................................................................ 2
Lesson 3: The Control Centre ........................................................................................................................... 4
3.1 Licensing & Configuration ................................................................................................................ 6
Lesson 4: User Management
4.1 Manage Users .................................................................................................................................. 14
4.1.1 Create Users ............................................................................................................................................. 15
4.2 Security Levels ................................................................................................................................ 18
4.2.1 Creating Security Levels........................................................................................................................... 18
4.2.2 Alter Security Level................................................................................................................................... 20
Lesson 5: Jobs & Recruitment
5.1 Jobs and Recruitment....................................................................................................................... 23
5.1.1 Candidate Search...................................................................................................................................... 24
5.1.2 Recruitment............................................................................................................................................... 28
5.1.3 Test Paper Management ........................................................................................................................... 41
5.1.4 Job Management....................................................................................................................................... 43
5.1.5 Recruiting on the Client’s behalf .............................................................................................................. 50
Lesson 6: Assessment
6.1 Assessment...................................................................................................................................... 54
Lesson 7: Profile Management ........................................................................................................................ 58
Lesson 8: Change Account Admin ................................................................................................................ 60
Lesson 9: Change Password ............................................................................................................................. 62
Lesson 10: My Profile ......................................................................................................................................... 64
Lesson 11: My Sessions ....................................................................................................................................... 66
Lesson 12: Uploading Account TDLs
12.1 Upload Customised TDL Programs............................................................................................... 68
12.2 Create TDL Configuration Pack .................................................................................................... 71
i

4. Contents
12.2.1 Create Configuration Pack from Web Control Centre........................................................................... 71
12.2.2 Create TDL Configuration Pack from Tally.ERP 9 Control Centre ...................................................... 72
12.3 Link the TDL Configuration pack ................................................................................................. 73
12.4 Download the Configuration Pack................................................................................................. 75
ii

5. Lesson 1: The Control Centre
1.1 The Control Centre
Control Centre is a new feature introduced with Tally.ERP 9. The Control Centre works as an
interface between the Account Administrator and Tally.ERP 9 installed at different locations.
The Control Centre enables the Account Administrator to centrally configure and administer
licenses across locations. The administrator can create Users with the ability to access or audit
data from a remote location, configure sites by creating general and TDL configuration packs and
apply them across sites belonging to the account without being physically present.
1.2 Features of the Control Centre
 Manage Licenses
 Central Configuration - TDL and General
 Manage Users
 Manage Company Profile
 Manage Accounts (using My Tally.NET Accounts)
 Change Account Administrator
 Manage Passwords
 Activity History
 Jobs and Recruitments
 Shop (Comming Soon)
1

6. Lesson 2: Accessing the Control Centre
2.1 Accessing the Control Centre
To access the control centre the user has to login using the Account Administrator’s email
address and the password which was emailed to you earlier.
To login to the Control Centre follow the steps shown:
Go to Company Info menu or Gateway of Tally
 Click K: Control Centre or press Ctrl + K
Figure 2.1 Control Centre button
The Login As Remote Tally.NET User screen appears as shown
Figure 2.2 Login As Remote Tally.NET Users
2

7. Accessing the Control Centre
 Enter the Account Administrator’s E-Mail ID in Your E-Mail ID field.
 Enter the password in Your Tally.NET Password field
Figure 2.3 Login As Remote Tally.NET User
 Press Enter
Based on the authentication received from Tally.NET you can access the Control Centre.
Based on the requirement enter the Account/Site Administrator's Id to
administer an Account/Site respectively. Provide the User Id to access the
support centre and other areas of the control centre based on the permissions
assigned.
Incase you have Forgotten the Password, provide the Account/Site/UserID in
Your E-Mail ID and press F5. The new password is emailed to the respective
E-Mail ID.
3

8. Lesson 3: The Control Centre
On successfully logging on, the Select Account screen appears as shown:
Figure 3.1 Control Centre
The Select Account screen appears for a multi-site account only .
 Select the required account name from List of Accounts displayed
 Press Enter
4

9. The Control Centre
The Control Centre screen appears as shown:
Figure 3.2 Control Centre
In the Control Centre screen navigate using the arrow keys and press Enter to select the
required option. Each option of the Control Centre is discussed separately in this book.
Some of the functions which were forming part of the Control Centre screen have been moved to
the vertical toolbar buttons.
The buttons available in the Vertical Tool Bar of the Control Centre are as follows;
 F1: Select Account to select another account from the Control Centre.
 M: Manage Account displays details of a selected account
 P: Change Password to change the Account/Site Administrator’s Password
 W: My Profile displays the contact name and mobile numbers of the Account/
Site Administrator.
 S: My Session displays the active sessions for the Account/Site Administrator
5

10. Lesson 4: Licensing & Configuration
The Licensing & Configuration screen appears as shown:
Figure 4.1 Licensing and Configuration
The Licensing & Configuration screen displayed is for multi site account.
The Licensing & Configuration screen for a Single Site account will not have
the Site ID displayed.
6

11. Licensing & Configuration
The Licensing & Configuration screen displays the following information for the sites associated
with the selected account :
 Site ID: In a multi site account, each site is identified with a unique name which has to be
provided by the user while activating the respective site.
 Press Enter on Site ID, the Site Profile screen appears as shown
 Provide the required details in the respective fields as shown:
Figure 4.2 Site Profile
 E-Mail ID of Administrator: This field displays the E-Mail ID of the Account Administrator
or Site Administrator.
 To change the E-Mail ID of the Account/Site Administrator type the new E-Mail ID in E-
Mail ID of Administrator field.
 Press Enter
 Status: Displays the current position of the respective site, select the status based on your
requirement from the list of Status and press Enter.
 A brief write-up about each status is given below:
 Active: Is displayed when the site is in use and the accoount administrator had
confirmed the activation of a site within the stipulated period or the site is not
surrendered.
 Surrendered : Is displayed when the Tally.ERP 9 license of the respective site is given
up.
7

12. Licensing & Configuration
 Pending for Confirmation:Is displayed immediately after activation of a site and the
site awaits confirmation from the account administrator.
 Confirm: The account administrator has confirmed the activation of a site.
 Reject:The account administrator has rejected the activation of a site.
Figure 4.3 Licensing & Configuration
 General Configuration: Allows you to create a configuration pack that will enable the user
to configure Tally.ERP 9 for Synchronization and allow or disallow XML/SOAP requests
from other computers within a local area network. The account administrator, based on the
requirement may allow or disallow the Site Administrator to make necessary changes to
the General Configuration pack created centrally.
To create a new General Configuration pack press Alt+C in General Config field.
8

13. Licensing & Configuration
The General Configuration Management screen appears as shown:
Figure 4.4 General Configuration Management
 Enter a valid configuration name in Name of Configuration field
 Press Enter
 In Want to set client/server configutation field select Yes
 Press Enter
 In Tally is Acting As field select Client/Server/Both from Client/Server, so that
Tally.ERP 9 acts as a Server or Client or Both while synchronizing data.
 Press Enter
 In Enable ODBC Server select Yes when you want to enable ODBC Server
 Press Enter
 Press Enter to accept the default port 9000 or type the required port number and press
Enter.
 In Can be overridden locally select Yes incase you want the Site Administrator to
modify the configurations set.
 Press Enter
 In Disallow Request From mention the Name/IP Address of the computer to disallow
XML/SOAP request generated from the computer with mentioned Name/IP Address.
9

14. Licensing & Configuration
 Press Enter
 In Disallow Request To mention the Name/IP Address of the computer to disallow
XML/SOAP request to the computer with mentioned Name/IP Address.
 Press Enter
 In Allow Request From mention the Name/IP Address of the computer to allow XML/
SOAP request generated from the computer with mentioned Name/IP Address.
 Press Enter
 In Allow Request To mention the Name/IP Address of the computer to allow XML/
SOAP request to the computer with mentioned Name/IP Address.
 Press Enter
Figure 4.5 General Configuration Management
 Click Yes or press Y to save the general configuration created for the respective site.
 TDL Configuration: Allows the Account Administrator to link a set of programs that were
uploaded earlier using the web control centre.
10

15. Licensing & Configuration
 To create a TDL configuration pack press Alt+C in TDL Config field.
The TDL Configuration Management screen appears as shown:
Figure 4.6 TDL Configuration Management
The complete procedure to upload the TDL programs, create configuration pack
using the Web Control Centre or Tally.ERP 9 Control Centre and linking them to
Site(s) is discussed separately in Deploying Account TDLs.
 Provide a valid configuration name in the Name of Configuration field
 Press Enter
 In Allow Local TDLs field select No to disallow the use of TDLs available locally
 Press Enter
 In Specify Account TDLs for loading select the required set of programs that were
uploaded earlier from the web control centre.
 Press Enter
 The TDL Configuration Management screen appears as shown
11

16. Licensing & Configuration
Figure 4.7 TDL Configuration Management
 Click Yes or press Y to save the TDL Configuration pack created.
The completed Licensing & Configuration screen appears as shown:
Figure 4.8 Licensing & Configuration
 Select the required configuration pack from the List of TDL Configs
 Press Enter
12

17. Licensing & Configuration
Similarly, you can link the TDL Configuration packs to the remain sites within an account.
The Licensing & Configuration screen appears as shown
Figure 4.9 Licensing & Configuration
 Click Yes or press Y to accept the changes made
13

18. Lesson 5: User Management
The user management options allows you to create and manage users with predefined security
levels. You can permit the user to access or audit data from a remote location, assign the user to
the respective site and change the status of a user as required.
5.1 Manage Users
To manage users for an account follow the steps shown:
In the Control Centre screen
 Select U:User Management or press Alt+U
The User Management screen appears as shown:
Figure 5.1 User Management
14

19. User Management
By default the Account and Site Administrator are assigned the security level of an
Owner and Standard User respectively. However, based on the requirement you
can change the Security Level
5.1.1 Create Users
To create users follow the steps shown:
 In the Security Level field select the required security level from the list of Security
Levels. The list of Security Levels are
 Owner: has the capability to manage Sites/ Users belonging to an account. However,
the Owner is not permitted to change Account Administrator’s ID or the Site
Administrator’s ID, Site Status and Account Profile.
 Standard User: Created with predefined permissions. All users other than the Owner
are created under this security level.
To create user defined security levels press Alt+C in the Security Level fields. How to
create new security levels is discused under the heading Creating Security Levels.
 Press Enter
 In the Tally.NET ID field provide the required E-Mail ID of the remote user.
 Press Enter
 Type Yes in the Tally.NET User field to enable the user to access data from a remote
location.
 Press Enter
 In the Site ID field select the required site from the list of Site ID’s displayed. This will
restrict the number of active remote users based on the Single User or Multi User license
purchased.
 Press Enter
 By default, the status for the newly create user is set to Active. A brief about the available
status are:
 Active : Select Active when you want the user to be in operational mode.
 In-Active: Select In-Active when you want the user to be in non-operational mode. You
can change the status to Active or Deleted when required.
 Deleted: Select Deleted when you want the user to be removed permanently.
 Press Enter to accept the default status
Based on the requirement, you can create other user and assign them to the respective sites.
15

20. User Management
The User Management screen appears as shown:
Figure 5.2 User Management
 Click Yes or press Y to save the users created
The User Management screen displays the number of Tally.NET Users created and the total
number of users for an account.
To change the Tally.NET ID for any user other than the Account/ Site
Administrators type the required E-Mail ID in Tally.NET ID field.
The status cannot be changed to Delete or In-Active for the Account/Site
Admimistrator.
16

21. User Management
User Management - Detailed view
To get a detailed view of the user management:
 Click F1:Detailed or press Alt+F1
The User Management screen appears as shown:
Figure 5.3 User Management
17

22. User Management
User Management - Sitewise
To display the users arranged for each site
 Click F3: Sitewise
The User Management screen appears as shown:
Figure 5.4 User Management
5.2 Security Levels
5.2.1 Creating Security Levels
Apart from the pre-defined security levels available, the user can create customised security
levels to suit their requirements.
To create user defined security levels follow the steps shown:
 In the Security Level field press Alt+C
18

23. User Management
The Security Level Management screen appears as shown
Figure 5.5 Security Level Management
 Provide a valid name to security level you want to create in Name of Security Level
 In Allow the following facilities select the required access rights from the list of Access
Rights displayed.
Figure 5.6 Security Level Management
19

24. User Management
Similarly, select the required access rights that you want to include.
Figure 5.7 Security Level Management
 Click Yes or press Y to save the security level created
The newly created security level is updated in the list of Security Levels.
5.2.2 Alter Security Level
You can add or remove pre-defined access rights to a Standard User or a user defined security
level. However, the control centre does not allow the user to alter the access rights of an Owner.
To alter the security level follow the steps shown:
In the User Management screen
 Click F8: Sec Level List or press F8
This option can also be used to view the access rights for a security level
20

25. User Management
The Select Item screen appears as shown
Figure 5.8 Select Item
 Select the required security level from the List of Security Levels
 Press Enter
The Security Level screen appears
 To add an access right to the security level, select the required access right from the list of
Access Rights
or
 To disable an access right already assigned highlight the required access right in Security
Level screen and select End of List from the list of Access Rights
21

26. User Management
Figure 5.9 Security Levels
 Click Yes or press Y to save the changes made.
Figure 5.10 Security Level
22

27. Lesson 6: Jobs & Recruitment
6.1 Jobs and Recruitment
A built in flexible feature designed to recruit candidates by following the recruitment procedure. It
has the ability to search for manpower with pre-defined skill sets, conduct knowledge assessment
on topics widely used by the business and enroll candidates into the business main stream.
All you need to do is post a job requirement, match skill sets or talent, assess candidates
knowledge on topics widely used by the business and monitor the candidate’s progress during the
various phases of recruitment.
Additionally, the advanced capabilities allow you to save the candidate search for future
reference, conduct recruitment process on behalf of the employer and accomodate job
applications received via any other media such as email, walk in candidates and references that
came in from a friend or a business associate.
The employer can recruit candidate by opting to any one of the methodologies shown:
 Publish a Job, Search for Candidates followed by Recruiting the candidate
 Publish a Job and Recruit Candidates
 Search for Candidates and Recruit them
 Take up Recruitment only.
The features of Jobs and Recruitment are as follows:
 Publish a Job Requirement
 Match candidates to published job
 Save results for future use
 Recruit for the Client’s
 Assess Candidates Knowledge
 Track candidates during the recruitment process
To perform any function in the Jobs and Recruitments sections follow the steps shown:
 Select Jobs and Recruitments or press Alt+J
 Press Enter
23

28. Jobs and Recruitment
The Control Centre screen appears as shown
Figure 6.1 The Control Centre
The Jobs and Recruitments section of the Control Panel contains the following options:
 Candidate Search
 Recruitment
 Test Paper Management
 Job Management
6.1.1 Candidate Search
A candidate search has the capability to conditionally extracts information from a pool of
registered candidates available. The prospective employer needs to provide the required
parameters, the search engine filters the database and list all candidates that match the criteria.
The candidate search engine has the capability to filter candidates on any one of the condition or
filters candidates on all the conditions provided. These type of searches are termed as the OR
search and the AND search.
 OR Search: Filters candidates who match any one of the specified parameters. When the
conditions provided are separated with a space, the search engine lists all candidates who
match all the parameters provided, followed by matching most of the parameters provided
and then by matching any one of parameters.
Example 1: In the keywords field the user has provided BCom Male Tally.ERP 9
24

29. Jobs and Recruitment
The search engine lists all candidates who match all the three parameters, followed by can-
didates matching any two parameters and then lists candidates who match any one of the
parameters provided.
 AND Search: Filters candidates who match all the specified parameters When the
conditions provided are separated with +, the search engine lists candidates matching all
the parameters provided.
Example 2: In the keywords field the user has provided BCom+Male+Knowledge of
Tally.ERP 9
The search engine lists all candidates who match all the three criteria.
To filter candidates based on your requirement follow the steps shown:
 Select Candidate Search or press Alt+N
The Candidate(s) Search screen appears as shown :
Figure 6.2 Candidate(s) Search
 Enter the required Keywords in Keywords fields. Tally.ERP 9 searches the database on
different parameters which includes the keywords provided.
 Enter the range of experience in Experience (years) field. Tally.ERP 9 filters all
candidates falling within the specified experience. E.g.: When searching for candidates
with an experience of 2 to 5 years, enter 2 and 5 in the respective area provided
25

30. Jobs and Recruitment
 Enter the minimum and maximum age in Age field. Tally.ERP 9 filters all candidates falling
within the specified range. E.g.: When searching for candidates falling in the age group
between 25 to 30 years, enter 25 and 30 in the respective fields provided.
 Set Advanced Filters to Yes in order filter candidates based on any one or a combination
or all the parameters shown below:
 Percentage: Enter the lower and the upper limit in the fields provided.
 Industry Type: Select the required industry the candidate has served in. This is appli-
cable to candidates with experienced background.
 Functional Area: Select the required functional area from the list displayed.
 Currency: Select the required currency symbol.
 Current Salary: Enter the lower limit and the upper limit in the respective fields.
 Freshness of Profile: Select the required parameter from the Freshness of Profile, this
option will filter candidates based on the parameter set.
 Completeness of Profile: Enter the lower limit and upper limit in terms of percentage
the profile is complete.
 Specify the number of candidates that you want to view per page in Candidates per Page
field.
The completed Candidate(s) Search screen appears as shown:
Figure 6.3 Candidate(s) Search
26

31. Jobs and Recruitment
The Candidate(s) List screen appears as shown
Figure 6.4 Candidate(s) List
In the Candidate(s) List the following buttons appear to perform different tasks:
 F1: Detailed to display key highlights about each candidate(s).
 R: Download Resume to transfer the candidate(s) resume to your computer.
 C: Consider to accept the candidate’s profile for a job.
 M: Consider & Mail to email the cadidate informing him about the shortlist.
 N: New Search to start a fresh search
 F: Refine Search add parameters to narrow down an existing search
 O: Open Search to open an existing search
 S: Save Search to save the list of candidates filtered.
 D: Delete Search to delete an existing search
 F12: Configure Allows the user to choose the format of display and the order
of sorting for each column displayed.
 Select the required candidate
 Press Enter
27

32. Jobs and Recruitment
The Candidate Profile appears as shown:
Figure 6.5 Candidates Profile
In the Candidate(s) List the following buttons appear to perform different tasks:
 S: Skills .displays the skill set or domain knowledge employee possesses
 F: Professional displays professional details of a selected employee
 U: Educational displays the educational details of an employee
 E: Personal displays the personal details of an employee
6.1.2 Recruitment
The employee recruitment process is a complete solutions for recruiting employees in an
organisation or recruiting employees for another organisation. The recruitment process contains
various folder relevant to the employement process, the employer needs to move the candidate
from one folder to another as the candidate clears various levels of the recruitment process.
By default the recruitment process has the following folder which allows the user to track the
candidate during various phases of recruitment.
 Applied contains the profile of all the candidates who have applied for a published job.
28

33. Jobs and Recruitment
 Considered contains candidate’s profile who match the job profile and considered for the
selected job
 Test Scheduled contains the list of candidate who are scheduled to take a test
 Test Completed contains the list of candidate who have completed the test.
 Rejected contains the list of candidate who were marked Reject for the selected job.
Based on the requirement, the user can create additional folders and move the candidates to the
respective folders as they clear the phases of recruitment.
To recruit candidates who have applied for a job published follow the steps shown:
In the Control Centre screen
 Select Recruitment
The Select Job screen appears as shown:
Figure 6.6 Select Job
 Select the required job from the List of Job(s) displayed or select Default.
Job requirements have to be published from Job Management.
List of Jobs display all job requirements published from Job Management.
29

34. Jobs and Recruitment
The List of Folders screen appears as shown:
Figure 6.7 Job Folders
The profile of candidates who have applied for a published job appear in
Applied folder.
All profiles shortlisted for recruitment appear in Considered folder.
Default folders cannot be renamed or deleted
In List of Folders screen the following buttons appear to perform different tasks:
 N: New Candidate to include new candidates.
 F: New Folder to create a new folder.
 R: Rename Folder to change the name of a created folder.
 D: Delete Folder to delete a created folder
 Select Considered and press Enter
30

35. Jobs and Recruitment
The Candidates List appears as shown:
Figure 6.8 Considered List
 Select the required candidate
Assign New Test
To assign a test to the selected candidate follow the steps shown:
 Click T: Assign New Test or press Alt+T
31

36. Jobs and Recruitment
The Assign New Test screen appears as shown
Figure 6.9 Select Test Paper
 Select the required test paper from the Test paper list displayed.
The completed screen appears as shown
Figure 6.10 Assign New Test
32

37. Jobs and Recruitment
 Accept to save the test paper and topics for the respective candidate.
Note the unique Test ID assigned as it has to be provided before taking the test.
On successfully creating the test paper, a unique test id is assigned for each test created and the
message appears as shown:
Figure 6.11 Online Test ID
The candidates profile is moved to the test scheduled folder with Last Test Status
set to Assigned
To conduct a scheduled test for respective candidate follow the steps shown
 Start Internet Explorer
 In the address bar type www.tallysolutions.comtest
The Start Online Test page appears as shown
Figure 6.12 Start Online Test
 Enter the Test ID which you had noted in Please enter your test id here
33

38. Jobs and Recruitment
The Start Onine Test screen appears displaying the Profile Information and Online Test
Instruction
Figure 6.13 Start Online Test Instruction
 Click Start Test
The Online Test Paper page appears as shown
Figure 6.14 Online Test paper
34

39. Jobs and Recruitment
In the Online Test Paper page the following buttons perform the respective tasks: :
 << Prev go to the previous question
 Next >> go to the next question
 Test Completed indicates you have completed the test.
 Show All Question displays all questions of the respective question paper.
You can now proceed to answer the questions from the question paper assigned.
 Click Test Completed to indicate that you have completed the test successfully.
On completing the test click Test Completed. A screen displaying statistics for the test taken
appear as shown
Figure 6.15 Test Statistics
 Click Yes to submit the test taken
 Click Done to confirm submission
The candidate’s scorecard for the assigned test paper appears as shown.
Figure 6.16 Score Card
35

40. Jobs and Recruitment
The employer can view the marks sheet of the online testby following the steps shown:
 Login to the Control Centre
 Select Jobs & Recruitments > Recruitments
 Select Test Completed folder
 Click A: Answer Sheet
The answer sheet screen appears as shown
Figure 6.17 Answer Sheet
 Click F1: Detailed or press Alt+F1
36

41. Jobs and Recruitment
The detailed Answer Sheet appears as shown
Figure 6.18 Answer Sheet
 Select the required question
 Click D: View Details or press Alt+D
The Marks and Result for the selected screen are displayed in Answer Details as shown:
Figure 6.19 Answer Details
37

42. Jobs and Recruitment
In the List of Candidates screen has buttons which perform the respective tasks: :
 F1: Detailed display details about the candidates who have completed the test
 N: New Candidate allows the user to add candidates for a selected job
 D: Download Resume of the selected candidate from the website
 M: Move to move candidate from one folder to another based on levels cleared
 R: Reject disallow the candidature. Profiles of rejected candidates reside in
Rejected folder.
 T: Assign New Test assign knowledge assessments to a candidate
 R: Resume Test for a selected candidate from where it was abruptly halted
 C: Cancel Test invalidate an assigned test
 A: Answer Sheet viewanswer sheet for the selected candidate.
 C: Add Comments enter comments for each candidate
 V: View All Activities display a the log of events for the candidate.
Online test halts abruptly
When the test comes to an abrupt halt due to any one of the following reasons:
 Power Failure
 Employer or Candidate has accidentally closed the window
 The system has crashed
The employer needs to login to the Control Centre
 Select Jobs & Recruitments > Recruitments
 Select the respective job for which the test was conducted
 Select Test Scheduled folder
 Click R: Resume Test
38

43. Jobs and Recruitment
The Response List appears as shown:
Figure 6.20 Response List
 Click R: Resume Test or press Alt+R
Tally.ERP 9 displays a message Are you sure to resume the test?
 Press Y to recommence the test for the same candidate
To restart the same test follow the steps shown:
 Start Internet Explorer
 In the address toolbar type www.tallysolutions.comtest
The Start Online Test page appears
 Click Continue
Accomodate Candidates from Other Media
In addition to the applications received from the candidates for the required job, the business may
receive applications from job seeking candidates who had walked in or a friend/business
associate would have referred a friend or a known person.
The applications received by walk in’s or reference from a business associate or friend can also
be accomodated.
39

44. Jobs and Recruitment
In the Control Centre screen
 Select Recruitment
 Select the required Job in Select Job screen
 In the Job Folders screen click N: New Candidate or press Alt+N
The Add New Candidate screen appears as shown:
Figure 6.21 Add Candidates from Other Media
 Enter the candidates details as shown
Figure 6.22 Add Candidate from Other Media
 Accept the save the candidate details
40

45. Jobs and Recruitment
6.1.3 Test Paper Management
Test paper management enables you to device a test on the selected topic. The test created
needs to be assigned to the candidate who is scheduled to take the test. Based on the test topic
selected the question paper is drawn which has to be answered by the candidate from the web.
To manage test papers follow the steps shown
In the Control Centre screen
 Select J: Jobs & Recruitments or press Alt+J
 Select T: Test Paper Management or press Alt+T
The Test Papers screen appears as shown:
Figure 6.23 Test Paper Management
 Click C: Create Test Paper or press Alt+C
41

46. Jobs and Recruitment
The Test Paper Creation screen appears as shown
Figure 6.24 List of Test Papers
 Enter the required name of the test paper that you want to create in the Name field.
 In Select topic field select the required topic from the Test paper topics displayed.
The completed Test Paper Creation screen appears as shown:
Figure 6.25 Completed Test Paper Creation
 Press Enter to accept the test paper created.
42

47. Jobs and Recruitment
To create a test paper with multiple topics select the required topics iin can contain
multiple topics
The Test Paper screen appears displaying the name of the test paper created.
In the List of Test Paper screen press the following buttons to:
 F1: Detailed displays the total questions, marks and test duration.
 C: Create Test Paper to create a new test paper
 D: Delete Test Paper to delete the selected test paper.
6.1.4 Job Management
Allows the user to describe the available job vacancies and provide preferential parameters for
seeking employable candidates.
The prospective employer needs to fill in the required details about the jobs available at the
business location, specific the preferences for locating candidates for each job requirement and
publish the job on the website.
Candidates who had enrolled with the job portal will in turn check the website and apply for the
jobs published or the employer needs to search for candidates and consider for recruitment. By
default, the Job Management section contains the Default job.
To create a job and publish it follow the steps shown:
In the Control Centre screen
 Select O: Job Management or press Alt+O
43

48. Jobs and Recruitment
The List of Jobs screen appears as shown:
Figure 6.26 List of Jobs
 Click J: New Jobs or press Alt+J
44

49. Jobs and Recruitment
The Job Details screen appears as shown.
Figure 6.27 Job Details
 Enter the name of the job in Job Title field. The job title is seen by the candidate while
searching for jobs.
 Select Yes to publish the job on Tally’s job portal
 Enter a brief description about the job in Job Description field
 Select the required functional area from the List of Functional Areas displayed
 Select the required industry from the List of Industry Types dsiplayed
 Select the required country, state and city from the LIst of Countries, List of States and
List of Cities displayed.
 Enter the required role in the Role field
 Enter the number of vacancies available in Number of Vacancies field.
 In the Salary field select the required currency from the List of Currency displayed, enter
the lower and the upper limit of salary in the respective fields.
 Enter additional salary details, if any, in Other Salary Details field.
 Select the required qualification details from the List of Qualification Levels displayed, and
select the required degree from LIst of Degree displayed
45

50. Jobs and Recruitment
 Enter the skill set you are looking for in Key Skills field
 Enter the experience of the candidate you are searching for in Experience Required field.
 Select the languages known from the List of Language displayed.
 Specify any other requirements in Other Requirements field
 Enter the name of the company in Company Name field
 Enter the website address in Website field
 Enter a brief description about the company in Company Profile field
The completed Job Details screen appears as shown
Figure 6.28 Job Details screen
 Press Enter to accept the company profile screen
46

51. Jobs and Recruitment
The List of Jobs screen appear displaying the newly created job as shown:
Figure 6.29 List of Jobs
The Statistics for jobs are displayed in the bottom most part of the screen
Number of Jobs displays the number of jobs available
Published displays the number of jobs published
Expired displays the number of jobs have past the due date
Fulfilled displays the number of jobs that met the requirement
Not Fullfilled displays the number of jobs that did not meet the requirement
Not Published displays the number of jobs that were not published.
Match Requirement
To match a candidate for a published job follow the steps shown:
In the List of Jobs screen
 Click M: Match Candidate or press Alt+M
47

52. Jobs and Recruitment
The Candidate(s) List screen appears displaying the list of candidates matching the criteria
specified.
Figure 6.30 Candidate(s) List
 Select the required candidate and click M: Consider & Mail or press Alt+C
The Consider and Mail screen appears
 Select the required job from the List of Job(s) displayed
 Enter the comments, if any, in the Comments field
The completed Consider and Mail screen appears as shown
Figure 6.31 Consider Candidate
48

53. Jobs and Recruitment
On considering the candidates for the reccruitment folder the flag in column Considered (in last
3 months) turns to Yes and the candidates profiles resides in Considered folder of Recruitment.
Figure 6.32 Candidates List
In the List of Jobs screen click the following buttons to perform the tasks:
 F1: Detailed displays the details for each job created
 F2: Period to change the period
 F2: Date to change the date
 J: New Job create a new job requirement
 E: Expire Job set it to Yes when the requirement is met, this is reflected in the
status displayed below
 P: Publish Job used to publish a job requirement
 W: Withdraw Job will change the job status to Not Published.
 M: Match Candidate used to match candidates for the selected job
49

54. Jobs and Recruitment
6.1.5 Recruiting on the Client’s behalf
As discussed earlier, the jobs and recruitment options allows you to recruit candidates, it also
allows you to recruit candidates on behalf on the client. While the enter process of recruitment
remains the same, the client needs to be created and has to be assigned to the respective Job
Profile created.
Recruiting on behalf of the client involves three step which are as shown below:
 Enable Client
 Create the client
 Assign the client to a job
To enable recruitment on behalf of the client follow the steps shown
In the List of Jobs screen
 Press F12: Configure
The Control Centre Configuration screen appears
Figure 6.33 Control Centre Configuration
 Set Enable Client to Yes
 Press Enter to save the configuration changes made.
50

55. Jobs and Recruitment
Create Clients
To create a client follow the steps shown
In the Control Centre screen
 Select Job Management
The List of Jobs Posted screen appears
 Click C: New Clients or press Alt+C
The Manage Client screen appears as shown
Figure 6.34 Manage Clients
 Enter the client’s name in Client Name
 Enter the client’s Account Administrators E-Mail ID in Account ID field
The completed Manage Client screen appears as shown.
Figure 6.35 Manage Client
 Press Enter to accept the client created
51

56. Jobs and Recruitment
Assigning the client to a job
After enabling the feature to enable recruitment on behalf of the client and having created the
client. You need to assign the client to a job and publish the job or assign the client to a published
job.
To assign the client to a job follow the steps shown:
In the List of Jobs screen
 Click J: New Job or press Alt+J
Or
 Select the required job and press Enter
The Job Details screen appears as shown
 Enter the required details as shown earlier to create a job
Or
 Tab down to the Client field
 Select the required client from the List of Clients
The completed Job Details screen appears as shown
Figure 6.36 Job Details
52

57. Jobs and Recruitment
In the List of Jobs screen press the following buttons to:
 F3: Group by Client aranges the companies based on the client’s name.
 C: New Client create a new client
 L: List of Client(s) displays the list of clients
53

58. Lesson 7: Assessment
7.1 Assessment
A capability that allows you to assess knowledge levels of existing employees by creating test
papers Test Paper Mangement on topics that are widely used by the business. This test created
can be assigned to the respective candidate in order to test the knowledge for a respective topic.
To create a assessment test for existing employees follow the steps shown:
In the Control Centre screen
 Select Assessment
The Assessment Folders screen appears as shown:
Figure 7.1 Assessment Folders
54

59. Assessment
To assign a new test to the candidate
 Click T: Assign New Test or press Alt+T
The Assign New Test screen appears as shown
Figure 7.2 Assign New Test
 Enter the name of the candidate in Candidate Name field
 Enter the Candidate’s Email ID in Candidate Email field
 Select the required test paper from the Test Paper List displayed.
The completed Assign New Test screen appears as shown
Figure 7.3 Assign New Test
 To know the unique identification for the test, select the required candidate and press
Enter.
55

60. Assessment
Note the Test ID displayed, as it has to be provided before taking the online test
from the website.
 Start Internet Explorer
 In the address toolbar type www.tallysolutions.comtest
 Enter the test id you had noted
 Click Start Test
The Online Test Paper screen appears
 Provide answer the questions shown
Figure 7.4 Online Test
 Click Test Completed on completing the test
 The test statistics screen appears displaying the number of questions answered and
remaining.
Figure 7.5 Test Paper Statistics
 Click Yes
56

61. Assessment
 On successfully completing the test the candidate’s details are moved over to Test
Completed folder.
 Click A: Answer Sheet to view a detailed answer sheet.
Figure 7.6 Score Card
57

62. Lesson 8: Profile Management
This feature enables the user to provide the required information related to an Account. To
provide the required details pertaining to an account follow the steps shown:
In the Control Centre screen
 Select P:Profile Management or press Alt+P
The Profile Management screen appears as shown:
Figure 8.1 Profile Mangement
The Administrator’s Account ID is displayed in the Account ID field
 Select the required account type from the list of Account Types
58

63. Profile Management
 Press Enter
 Enter the required details related to the Account/Site as shown
Figure 8.2 Profile Management
 Click Yes or press Y to save the account profile.
59

64. Lesson 9: Change Account Admin
This feature in the Control Centre facilitates the user to change the Account Administrator’s ID
for an account. On successfully changing over to the new account administrator’s id the previous
account administrator’s id is retained with the same security level as a user to the account.
To change the Account Administrator’s ID follow the steps shown
In the Control Centre screen
 Select C: Change Account Admin or press Alt+C
The Change Account Admin screen appears as shown:
Figure 9.1 Change Account Admin
 Provide the existing Account Administrator’s ID in Old Account Admin ID
 Press Enter
60

65. Change Account Admin
 Provide the new Account Administrator’s ID in New Account Admin ID
 Press Enter
The Change Account Admin screen appears as shown
Figure 9.2 Change Account Admin
 Click Yes or press Y to change the Account Administrator’s ID
61

66. Lesson 10: Change Password
as
This options allows the user to change the password as required. It is advised that the user
change the password at a determined frequency or as per the policies laid down by the company.
To change the password follow the steps shown:
In the Control Centre screen
 Click P: Change Password or press Alt+P
Change My Password screen appears as shown:
Figure 10.1 Change My Profile
 In the Old Password field enter the password that you are using.
 Press Enter
 In the New Password field enter the new password
 Press Enter
 In the Repeat field enter the password once again for the purpose of confirmation
 Press Enter
62

67. Change Password
Figure 10.2 Change My Profile
 Click Yes or press Y to change the password.
63

68. Lesson 11: My Profile
This options allows the user to provide the essential contact details for an account administrator
or a site administrator.
To provide the required details of Account Administrator or Site Administrator:
In the Control Centre screen
 Click W: My Profile or press Alt+W
The Change My Profile screen appears as shown:
Figure 11.1 Change My Profile
64

69. My Profile
 In the Salutation field select the required salutation from the list of Salutation
 Press Enter
 In the Name field type the name of the Account Administrator or Site Administrator
 Press Enter
 In the Mobile field type the mobile number of the Account/Site Administrator.
 Press Enter
 Enter the second mobile number in the blank field
 Press Enter
Or
 Press Enter in the blank field
Figure 11.2 Change My Profile
 Click Yes or press Y to save the profile.
65

70. Lesson 12: My Sessions
This option displays the number of active session for a logged in user. You can analyse and delete
the required session in case you have logged in from more than one machine or improperly
logged out or did not logout from the previous session.
To display the Active Session(s) for an user:
In the Control Centre screen
 Click S : My Sessions or press Alt+S
The Active Sessions screen appears as shown:
Figure 12.1 Active Sessions
66

71. My Sessions
To delete the required session
 Press Space and select the required session
 Click D: Delete Session or press Alt+D
The active session is deleted from the list displayed
An active session cannot be deleted
67

72. Lesson 13: Uploading Account TDLs
The customised TDL programs can be deployed using four simple steps:
 Upload Customised TDL programs
 Create TDL Configuration pack
 Link the TDL Configuration pack
 Download the Configuration pack
13.1 Upload Customised TDL Programs
The customised TDL programs need to be uploaded from the Control Centre avaliable on the
website www.tallysolutions.com. To upload the customised TDL programs the user has to login
using the Account Administrator’s ID and password.
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73. Uploading Account TDLs
Figure 13.1 Tally Solutions website
To upload the customised TDL programs follow the steps shown
 Provide the required Account Administrator’s ID in Tally.NET ID and
 Provide the required password in the Password field
Figure 13.2 Login and password
 Click Login
69

74. Uploading Account TDLs
The My Tally.NET Account(s) screen appears as shown:
Figure 13.3 My Tally.NET Account(s)
 Click the required Account ID
The Account Profile Management screen appears
 Click Licensing & Configuration
 Select Upload Account TDL
The Upload Account TDL Files screen appears as shown:
Figure 13.4 Upload TDL Files
 Provide a valid name to the program(s) uploaded in Name of TDL
 Click Browse and select the required TDL program file(s) that you want to upload
 Check Main File to indicate the file selected is the primary resource file
70

75. Uploading Account TDLs
Figure 13.5 Upload TDL Files
 Click Save to upload the customised TDL program file(s)
13.2 Create TDL Configuration Pack
The Account Administrator can create a TDL confiuration pack from the Web Control Centre or
from the Control Centre available in Tally.ERP 9. In this section we will be showing you the steps
to create a configuration pack from Control Centre available on the website and in Tally.EPR 9.
13.2.1 Create Configuration Pack from Web Control Centre
To create a TDL Configuration Pack from the Web Control Centre follow the steps shown:
In the Licensing & Configuration menu
 Click Create TDL Config
The TDL Configuration screen appears as shown:
Figure 13.6 TDL Configuration
71

76. Uploading Account TDLs
 In the Name of Configuration field provide a valid name to create a TDL configuration
package
 In Allow Local TDLs select Yes when you want to use TDL programs available on the
computer/site locally.
 In Choose Account TDLs to load select the required set of programs that you had
uploaded earlier.
Figure 13.7 TDL Configuration
 Click Save to create a TDL Configuration Package
13.2.2 Create TDL Configuration Pack from Tally.ERP 9 Control Centre
 Login to the Control Centre using the Administrator’s Account ID and Password
The Control Centre screen appears
 Click Tally.NET Account or press M
The My Tally.NET Account(s) screen appears
 Select the required Account ID
The Control Centre screen for the selected account id appears
 Click Licensing & Configuration or press L
The Licensing & Configuration screen appears
 Select the required site
 In the TDL Config field press Alt+C
The TDL Configuration Management screen appears
 Provide a valid name to the configuration package that you want to create in Name of
Configuration field
 In Allow Local TDLs select Yes when you want to use TDL programs available on the
computer/site locally.
 From the List of Account TDLs select the required TDL programs uploaded in Specify
Account TDLs for loading field
72

77. Uploading Account TDLs
Figure 13.8 TDL Configuration Management
 Accept to save the TDL Configuration created.
13.3 Link the TDL Configuration pack
You can link the TDL Configuration package created earlier from the Licensing & Configuration
management screen. To link the TDL Configuration pack follow the steps shown:
In the Licensing & Configuration screen:
 Select the required site to which the TDL Configuration pack has to be linked
 In the TDL Config field select the required TDL Configuration Pack from the List of TDL
Configs. This configuration pack was created earlier from the Web Control Centre or
Control Centre available in Tally.ERP 9.
73

78. Uploading Account TDLs
Figure 13.9 Licensing & Configuration
Similarly, you can link the required General Config pack and TDL Config packs to the remaining
sites belonging to an account.
Figure 13.10 Licensing & Configuration
 Click Yes or press Y to linking the configuration packages to the respective sites
74

79. Uploading Account TDLs
13.4 Download the Configuration Pack
On successfully linking the TDL Configuration pack to the respective site(s) the user needs to
download and save the TDL Configuration pack in the local folder. To download the TDL program
files the user is required to update the license, on updating the license successfully, the TDL
program files reside in the local Tally.ERP 9 folder in case of Single User License or the program
files will reside in the License Server folder in case of Multi User License.
To update the license follow the steps shown:
Go to Gateway of Tally or Company Info menu
 Press F12: Configure
 Select Licensing > Update Licensing
The Administrator Login screen appears
 Enter the Account Administrator's ID in Your E-Mail Id
 Enter the password in Your Tally.NET Password
Tally.ERP 9 displays the License Updated Successfully message.
Restart Tally.ERP 9 to apply the General and TDL Configuration packs to the respective sites.
The availability of Account TDLs for a site are displayed in TDL Configuration, to access the TDL
Configurations menu follow the steps shown:
Go to Gateway of Tally or Company Info menu
 Press F12: Configure
 Select TDL Configuration
The TDL Configuration screen appears as shown:
75

80. Uploading Account TDLs
Figure 13.11 TDL Configuration
The Number of TDLs loaded are displayed in the Configuration block of the Information Panel
Figure 13.12 Information Panel
76