Recruit
Managing Clients
Introduction In a typical recruitment scenario, a Client represents a Company or a Department within the company, with which your organization is currently recruiting for with or is planning to recruit for in the future. A client record stores the ...
Standard Fields in Candidates
Following are the list of Zoho defined standard fields available in the Candidates module: Field Name Description Data type Maximum Limit Candidate Owner Select the Zoho Recruit user to whom the candidate is assigned. Lookup - Salutation Select the ...
Converting Candidates into Contacts
Zoho Recruit gives you the option to convert a candidate record into a contact record and vice versa. Single Conversion Click on the Candidate tab. In the Candidate list page, click on the candidate you desire to convert into a contact record. In ...
Creating Candidate Records
Methods There are multiple ways for creating candidate records in Zoho Recruit, namely; 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, ...
Working with Candidates
Introduction Candidates play a very important role in an organization's Recruitment process. Sourcing candidates and managing them are the initial stages in the recruitment process. Candidates can be obtained through job boards, career website pages, ...
Working with Reports
Introduction Zoho Recruit reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho Recruit, standard reports are provided in various modules, which can be either ...
Generating Reports
Introduction You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Job Openings, and others. Types of Report ...
Scheduling Reports
Schedule Reports You can automatically send reports to your colleagues, executive management and non-Zoho Recruit users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports ...
Recruiting KPIs
Recruiting KPIs are numerical insights used to track hiring success and optimize the process of hiring candidates for an organization. Zoho Recruit has gathered four of the best recruitment metrics onto your dashboard, including how to calculate ...
Adding Components for Dashboard
Add Components After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in a pictorial form and also ...
Creating Dashboards
The dashboard is a summarized view of the custom report data in Zoho Recruit. It provides a platform for real-time analysis of the stages in your firm's recruitment process. You can make your dashboards publicly accessible to all users or to select ...
Dashboards - An Overview
A dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in recruitment and related data. In Zoho ...
Approval Process
Introduction As a recruiter, you may encounter several instances in your organization’s hiring process where certain actions need the approval of one or more senior decision-makers. For instance, recruiters may need the hiring manager’s approval for ...
Custom Schedules
Schedules are automated user-defined actions, which can be performed through custom functions either at a particular time or on a recurring basis. You can now schedule a custom function to be executed automatically on a daily, weekly, or ...
Assignment Rules
Assignment rules help you automatically assign records to users in Zoho Recruit. You can automatically assign the records to an owner based on organization-wide record distribution rules or a round-robin process. Availability Permission ...
Implementation Checklist
Summary Workflow Management helps you to automate your recruitment process. It includes the following: Workflow Rules - A set of rules that are executed when certain specified conditions are met. Workflow Alerts - Automated email/SMS ...
Manual Workflow Trigger
A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...
Custom Functions
Zoho Recruit Custom functions help you to update data in related Recruit modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the custom ...
Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Recruit. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Field Update
The Field Update option helps you automatically update certain field values in the records when the associated workflow rule is triggered. Availability Profile Permission Required: Users with the Administrator profile can access this feature. To ...
Workflow Tasks
Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when ...
Workflow Alerts
Workflow Alerts are one type of action which can be associated with a workflow rule. Alerts are email or SMS triggers that are sent to candidates, contacts, and users. If you associate a workflow alert with a workflow rule, the specified email or SMS ...
Workflow Rules
Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...
Automating Workflows
Workflow management helps you automate your recruitment processes. You can automatically assign tasks to users based on the criteria defined in the rules and automatically update certain fields. Workflow automation consists of the following ...
Blueprint Glossary
State Each stage in your recruitment process is a state. They will be the values of a picklist field. Drag and drop a state to begin drawing your Blueprint. Example states: Picklist Values of the Deal Stage field. Contact Qualify/Unqualify Associate ...
Execute Blueprint
View a Configured Blueprint To view a configured Blueprint: Go to the Details page of a record which meets the process criteria. In the Automation Strip, you will see the current state of the record and the transitions available for that state. ...
Create Blueprint
The Blueprint in Zoho Recruit is an online replica of your offline recruitment process, designed to help you execute the recruitment process in a well-defined, systematic manner with no loopholes. With Blueprint, you can: Define every stage in a ...
Blueprint- Overview
Your organization may have several recruiting processes which are used from the moment you add a candidate to your ATS until they get a job. For example, evaluation and background check, qualification stage, submit to client. Each of these processes ...
Automation- Overview
Automation enables organizations to stay in constant contact with potential hires all through the recruitment process. For example, a recruiter may be required to assign an interview to various Candidates based on certain criteria. Also, you may need ...
Copy Customization
Larger companies with multiple branches or services may require multiple Recruit accounts. However, the core requirements remain the same for each branch. Hence, companies look to avoid wasting time customizing each account individually. Zoho ...
Translations
For a recruitment agency with branches in multiple countries and employees and customers spread across the globe, it's essential to have a multi-language support system to avoid language barriers. Zoho understands so we provide an option to choose a ...
SMS Templates
You can create SMS templates to send predefined messages to candidates and contacts about job openings and interviews. The templates created can be stored in particular folders for easy categorization. Note The SMS Add-on feature must be enabled to ...
Mail Merge Templates
Mail merge is a function that helps simplify repetitive tasks to create personalized documents (including forms, letters, address labels, and envelopes). You can create a mail merge template containing variables (merge fields) and use it to merge ...
Job Templates
Working with Job Templates Job Templates in Zoho Recruit allows you to quickly create and use different templates for a wide range of job openings in your company. We make hiring one step simpler by giving a set of templates for commonly used Job ...
Custom 'From' address
By default, the sender's email address is displayed as the 'From' address. The custom 'From' address feature allows the user to customize the 'From' address in the email template. Sending emails to candidates or clients using a predefined ‘From' ...
Email Templates
Create an Email Template Communicating with Candidates and Contacts is an important activity in any business scenario. Zoho Recruit provides Email Templates to send one email to multiple recipients. When sending Interview notifications or follow up ...
Custom Buttons and Links
Custom Buttons Customization is the most powerful way to build a flexible Recruitment system. In Zoho Recruit, you can customize modules, fields, pages, links, and many other elements. Zoho Recruit allows you to create new button actions with the ...
Themes
Zoho Recruit Themes give individual users the option to customize the colors and layout of their Recruit account. You can change the color o the tabs and their fonts. Please note that this customization is User-specific, i.e. a theme changed by one ...
Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho Recruit. All the Zoho Recruit users across the organization can view these web tabs. By default, the web tabs functionality is available only to ...
Adding Tooltips
Introduction Tooltip messages help users make better sense of certain field’s such as explaining what data the field is designed to hold, how the data entered in the field is used, etc. Zoho Recruit lets you add tooltips to your fields to help your ...
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