Methods

1. Entering data in the candidate details form: You can manually fill in the Candidate details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc.
   
2. Importing candidates from external sources: You can gather data through various sources, e.g. purchasing a candidates' database, candidates from different business units, etc. and import the CSV and XLS files into Zoho Recruit.
   
3. Capturing candidates from the website: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly in the Candidates module. 
   

Note:

1. Some of the standard fields may not be visible or editable depending on your organization's business process.
   
2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator. 
   

Create Candidate Records Individually 

1. Filling in the details in the candidate creation form.
   
2. Cloning the candidate with a few changes in the existing record. 
   

Note

1. By default, the person who creates the candidate record is its assigned owner.
   
2. To change the record owner, click the  Change  link in the  Candidate Owner  field from the  Candidate Details  page and select another user. 
   

1. In the  Candidates  module, click on the Add (+) button .
   
   
2. In the  Create Candidate  page, enter the candidate details.
   
3. Click on Save.
   

1. In the  Candidates  tab, click a particular candidate that is to be cloned.
   
2. In the  Candidate Details  page, click the More  icon.
   
3. Click on Clone.
   
   
4. 
   
5. In the  Clone Candidate  page, modify the required details.
   
6. Click  Save. 
   

Qualify Candidates 

1. Phone Call:  A direct and quick follow up method after the candidate generation to initiate further discussion on the hiring process.
   
2. Direct Mail:  A traditional approach of delivering materials such as advertising circulars, brochures, catalogs, and other commercial materials through postal mail.
   
3. Email:  Send email communications to enhance business relationships if the email addresses are captured during the candidate generation process. This enables a quicker method to send specific or mass mailings to qualifying candidates.
   
4. Meeting:  A one-to-one personal meeting or a scheduled online meeting provides a good approach for further development towards the next stage.
   
5. Documents:  The process of exchanging documents to understand the prospective business, enabling clarity of expectation and understanding to provide business solutions.
   
6. Notes:  Notes in the form of remarks or comments included during the follow-up sessions that act as a record of the previous follow-ups during the qualifying stage. 
   

Associate Candidates with Other Records 

1. Open Activities: To add tasks and events (meetings and calls).
   
2. Closed Activities: To archive closed activities.
   
3. Attachments & Notes: To attach documents and notes.
   
4. Mails: To send e-mail messages to the selected candidate.
   
5. Campaigns: To associate many campaigns to a single candidate.
   
6. Social Interactions: To view the Twitter and Facebook interactions associated with the candidate and send messages, like posts, retweet, etc.
   

Access Candidates Related Lists

To access Candidates related lists 

1. Click the  Candidates  module. 
   
2. Click the desired record.
   
3. In the Candidate's details page, under  Related List  section, click on the required related list name to navigate to the corresponding section.
   
   
   
4. You can add a new related list by clicking on the Add (pen) icon beside Related List. You can add new items to existing related lists by clicking on the add icon that appears when you hover your mouse over a related list's name.
   

Access More Candidate Options