The Zoho People integration allows you to integrate your Zoho People account with Zoho Recruit. You can now easily convert every successful hire into an employee. No more hassles with paperwork and managing multiple applications—you can automate the entire process.

Every candidate converted into an employee in Zoho Recruit is updated in the corresponding Zoho People account and given access rights and privileges to the account. Candidates converted to contractors will be treated as temporary employees and will not have access to the portal in Zoho Recruit.

With the integration of Zoho People with Zoho Recruit, you can: 

• Convert a candidate into an employee
• Automatically create an account for the hired candidate in Zoho People
• Initiate the onboarding process from within Zoho Recruit

Setting up the two profile permissions

To set permissions for profiles:

1. Click Setup > Users & Permissions > Profiles.
2. In the Profiles page, click Edit for the corresponding custom profile that you want to edit.
3. The Profile Details page will be displayed.
4. Zoho People Integration permission: The Recruiter Admin will have this permission by default under Apps Permissions. Only users who have this permission can enable the Zoho People Integration.
5. Convert as Employee permission: The Recruiter Admin and standard users will have this permission by default under Candidate Management Permissions. Only users who have this permission can convert a candidate into an employee.
6. Click Save.

Enabling the integration

Users with Zoho People Integration permission in Zoho Recruit can enable the integration for the organization's account.

Note: The user must also be an Administrator of the organization's account in Zoho People to enable integration.

To enable the Zoho People integration:

1. Log in to Zoho Recruit with administrative privileges.
2. Click Setup > Marketplace > Zoho > Zoho People.
3. In the Zoho People Integration page, turn the Zoho People integration button ON.
   

Note: Some fields will be mapped by default. You can map other fields under the Field Mapping section. The user must have the Zoho People Integration permission to perform this action.

Mapping Zoho People fields to Zoho Recruit

To map Zoho People fields to Zoho Recruit:

1. Click Setup > Marketplace > Zoho > Zoho People.
   The Zoho People page will be displayed.
2. Under the Field Mapping section, map the Zoho People fields to the corresponding Zoho Recruit fields.
   
3. Click Save. 

Note: Only the Recruit fields which are compatible with the Zoho People fields will be displayed in the dropdown lists. For example, if you are selecting a corresponding Recruit field for Experience, which is a text box, only fields with the text box classification will be displayed in the Zoho Recruit dropdown list. Users need to have Zoho People Integration permission to perform this action.

Convert candidate into an employee

To convert a candidate into an employee:

1. Go to the Candidates module.
2. In the Candidate Home page, click the candidate to be converted.
3. In the Candidate Details page, click Convert and then Convert as Employee. 
   The Convert Candidate page will be displayed.
4. Select Create New Employee or Create New Contractor.
   Note: If you convert the candidate into a contractor, the candidate will not have access to the employee portal in Zoho People.
   The candidate details are auto-populated and mapped according to the field mapping set in the Zoho People integration set up page.
   
5. Click Convert.

Note: The user must have the Convert as Employee permission to perform this action.