Recruit
Deploying sandbox changes to production
The configurations you have made in the Sandbox account are listed under the Change Set section in your Sandbox page in the Recruit account. To deploy Sandbox changes to production, Go to Setup > Developer Space > Sandbox. In the Change Set section, ...
Refreshing and deactivating the Sandbox
When your Sandbox setup is not in sync with the Production setup, any "test" that you conduct in your Sandbox will not be relevant when deployed to production. What worked in Sandbox may go wrong in your production setup as both versions would not be ...
Standard Fields in Log Calls
In the Log a Call page, you need to specify the call-related information. The following table provides description of the various fields in the page. Field Name Description Data Type Subject Enter the subject of the call. Text Box Call Type ...
Logging Calls
The Log a Call functionality helps you to register the inbound calls (received from candidates and customers) and outbound calls (dialed to candidates and customers) with call details such as call duration, date and time of calls, notes, etc. Users ...
Standard Fields in Tasks and Events
Following are the list of Zoho defined standard fields available in the Tasks module: Field Name Description Task Owner Select the name of the user to whom the task is assigned. Subject* Specify the name of the task. This field is mandatory. Due Date ...
Creating Tasks and Events
Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as interviews, seminars, appointments, etc., or status bound tasks, such as send status report to hiring manager, send email to ...
Activities
An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...
Manage Notes
Associate Notes with Records In Zoho Recruit, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes: Click a tab. In the Home page, select the ...
Using Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Navigating Records
Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Recruit allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in ...
Associating Records
To attach documents This feature allows you to attach documents, spreadsheets and presentations to candidates. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Associate Candidates To ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Advanced Search
With the Advanced Search option, you can search records in two ways. To search records by criteria: Click the [Module] tab. In the [Module] home page, click the Search icon. In the Search drop-down list, click Advanced Search. Advanced Search page ...
Search Records
The search option helps with locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho Recruit are: Search by ...
Activity Log
This feature allows you to view a list of the actions performed by users in Zoho Recruit. You can sort the actions based on the user who performed it and the date it was performed. The Activity Log feature captures the following actions performed in ...
Monitoring Audit Logs
The Audit Log is a chronological sequence of entries showing the actions performed by users in Zoho Recruit. It arranges events in the order they occurred. Audit logs are helpful to determine what happened before and after an event and to identify ...
Attaching from Zoho Docs
Zoho Recruit now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...
Attaching Files From Your Local Drive
You can use this feature to attach documents, spreadsheets, and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Candidates, Contacts, Clients, etc. In the [Module] ...
Checking Duplicate Records in Zoho Recruit
When you have hundreds and thousands of records in your Recruit, as your business grows, it becomes a very difficult task to check for duplicates. Zoho Recruit provides you with an option to check if a record already exists in your Recruit account by ...
Merge Duplicate Records
Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. There are two features to merge duplicate records. Find & Merge Duplicate Records De-duplicate ...
Managing Calendar in Zoho Recruit
Planning and scheduling are important for any event. A well-conceived plan goes a long way towards bringing positive results, while properly scheduled events can complement your planning. Calendars are the great for tracking all sorts of events. You ...
Using Calendar in Zoho Recruit
Knowing your calendar and the various components in it are helpful in planning all your events and scheduled calls efficiently. This help guide will cover some of the components in the Zoho Recruit calendar to help you make better use of it. Day, ...
Managing Document Folders
Availability Profile Permission Required: Create and Delete Document Folder permissions in the user's profile. Create Document Folders Creating folders is the best way to keep your documents organized. You can upload documents to these folders and ...
Managing Document Folders
Availability Profile Permission Required: Create and Delete Document Folder permissions in the user's profile. Create Document Folders Creating folders is the best way to keep your documents organized. You can upload documents to these folders and ...
Managing Documents
Availability Profile Permission Required: View, Create, Modify, and Delete Document Folder permissions in the user's profile. Upload Documents You can upload ten files at a time in the Documents tab of Zoho Recruit. To upload documents Click ...
Document Library in Zoho Recruit
There is a range of documents used on a daily basis in the recruiting industry, and it's important to keep these shared resources current. The Documents tab in Zoho Recruit acts as a library where you can upload, organize, and manage files and set ...
Standard Fields in Forecasts
Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...
Forecasts Based on Territory Hierarchy
Introduction By default, forecasts in Zoho Recruit are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho Recruit is a system by which customer accounts ...
Forecasts Based on Role Hierarchy
Introduction Roles provide access permissions for the records in Zoho Recruit. Based on the role hierarchy, records are accessible by users. A role hierarchy has multiple roles and sub roles. In Zoho Recruit, you create a forecast target for the top ...
Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho Recruit account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
Working with Forecasts
Introduction Forecasts play a crucial part in the financial planning of your business. Recruitment forecasting is projecting the short-term and long-term recruitment performance of a company. Recruitment forecasts are an important measurement of your ...
Job Status Categories
Introduction As you may already know, every job opening record in Zoho Recruit has a status associated with it. These statuses indicate what stage the job openings are in, so recruiters can better track their hiring process. In Zoho Recruit, Job ...
Standard Fields in Job Openings
Following are the list of Zoho defined standard fields available in the Job Openings module: Field Name Description Data type Maximum Limit Client Name Select the name of the client. Lookup Posting Title* Specify the name of the job opening. This ...
Creating Job Openings
Methods In Zoho Recruit, you can create job openings by: Entering data in the job opening details form: You can manually fill in the Job Opening details gathered from various external sources. Importing job openings from external sources: You can ...
Working with Job Openings
Introduction In any organization, Job Openings are the most important records to generate real revenue for the organization. In a typical organization, all candidates have to undergo a complete recruitment cycle, which starts with sourcing the ...
Standard Fields in Contacts
Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Recruit user to whom the account is assigned. Lookup - Salutation Select the ...
Creating Contacts
Methods In Zoho Recruit, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through ...
Working with Contacts
Introduction Contacts are people who are part of your client organizations through whom you communicate regarding recruitment opportunities. Availability Profile Permission Required: Access to the Contacts Tab that includes View, Create, Edit, Share ...
Standard Fields in Clients
Following are the list of Zoho defined standard fields available in the Clients module: Field Name Description Data type Maximum Limit Client Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Client Owner Select the ...
Creating Clients
Methods In Zoho Recruit, you can create clients by: Entering data in the client's details form: You can manually fill in the Client details gathered from various external sources. Importing Candidates from external source: You can gather data through ...
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