Recruit
PII & Encryption
Zoho Recruit provides the means to protect sensitive and confidential user data via encryption. Encryption is the process of encoding information and making the information accessible only by the authorized parties. The encryption process converts ...
Field List Page
The Fields section of a module in Zoho Recruit presents details of fields in the selected module. The Fields section has two subsections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
Standard Fields and Datatypes
The following tables give the list of supported fields in the Zoho Recruit Modules along with their description. Candidates Field Name Description Data type Maximum Limit Email Specify the email address of the candidate. Email Alphanumeric and ...
Special Fields
Customize Terms & Conditions This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes, and Orders. Availability Profile Permission Required: Users with the Field-level Access permission can access ...
Formula Field Examples
Formula Fields can be complicated sometimes. So, here are examples that will help you understand the usage of these types of fields in Zoho Recruit. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field ...
Formula Field Functions
Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho Recruit formula type custom field supports four ...
Datatypes in Formula Fields
A data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, or return value of the ...
Building Formula Fields
The Zoho Recruit formula fields allow you to define fields that can be populated with dynamically calculated data based on the values returned from other standard or custom fields. For example, in the Candidates module, if you have added a ...
Creating Custom Fields
In Zoho Recruit, you can add new fields as required. These fields will be available to all the users added to your organization's Recruit account. Customize Zoho-Defined Fields: You can edit, delete, and hide some of the Zoho-defined fields, but note ...
Field Level Customization
Field-level customization allows you to create and organize fields in Zoho Recruit to meet your recruitment requirements. Zoho Recruit has some standard, default fields and allows users to add more industry-specific fields. Some of these fields are ...
Home Tab Customization
The Home tab in Zoho Recruit is a quick way to check the progress of all your Recruit activities. It contains components from different modules such as Candidates, Clients, and Job Openings. One quick glance at the components of the Home tab ...
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the candidates ...
Business Card View
The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means ...
Adding Photo
You can add a photo of your contacts and candidates in your Zoho Recruit account. You can also delete the photos whenever required. To add a photo: Click the <Module> tab. Select a record from the list to add a photo to. In the Record Details page, ...
Page Level Customization
Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page and customizing related lists, search layout, and list views. Organize Page Details The Organize ...
Layout Rule Exceptions
Layout rules are effective when creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precedence over both these rules. These instances are ...
Creating Conditional Layouts using Layout Rules
What is a layout rule? Your recruitment data is often inter-dependent. When you are creating a record for a candidate, not all the fields in the layout are utilized. For example, if the candidate is a fresher he would not need the Previous Experience ...
Note Type
Add note types Notes provide a space to make a record of information or comments related to a particular record. Note type refers to the classification of the notes based on the particular module or related section. Note: By default, Recruiter and ...
Adding Tags
When you have a lot of data, it can be tricky to dig up that particular job opening or a candidate record with specific tags. Tags in Zoho Recruit allows you to group records with similar tags for easy viewing. Job Openings tags appear on the Job ...
Setting Custom Module
Here is a list of features that will help you make the custom module function for your Recruitment process. Tab Settings Organize tabs in such a way that only the relevant tabs are visible for use and the unwanted tabs are hidden. You can also rename ...
Building Custom Module
Zoho Recruit offers several default modules for recruitment activities including Job Openings, Candidates, and Interviews. These modules have predefined business logic, including page layout, reports, and workflow automation, which feature limited ...
Tab Settings
Tabs represent different modules that are offered in Zoho Recruit. You can also add custom modules according to your recruitment process. The tab settings can be accessed by the admin and those users with access to this module. Organize Tabs The ...
Module Customization
Modules in Zoho Recruit Modules in Zoho Recruit let you categorize and track various aspects of your recruitment process. Modules in Zoho Recruit are represented as tabs in the app, such as Job Openings, Contacts, Clients. There are two kinds of ...
Customization
Customization allows you to build a successful organization-specific applicant tracking system. One of the key features of Zoho Recruit is the level of customization it allows. Users with Administrator privileges can customize Zoho Recruit to meet ...
Customize Your Candidate Portal
Craft your candidate portal to reflect your company's values and culture and make it engaging and easy for your candidates to use. Some benefits of candidate portal are: Reduce the time you spend looking through resumes manually Hire better ...
Candidate Portal: An Overview
As a recruiter, it is essential to make a good impression in terms of accommodating candidates. You can use essential recruiter-candidate relationship processes to improve your candidate interactions and increase your ability to tap into highly ...
Vendor Portal
Vendor Portal is a system to manage relationships and candidates submitted by third-party recruitment/staffing companies. When a Vendor logs in to the vendor management portal (VMS), they gain immediate visibility to job orders (that you've shared), ...
Assign Permissions
A company or organization for which candidates are hired for is called a client company, Eg: Zylker Corp is a client company. A user who can add job openings or make interview decisions from the client company, Eg: amelia@zylker.com is the client ...
Client Portal - An Overview
As a recruiter, having a great relationship with your clients is critical for financial success. It's equally important to cut down lengthy email conversations and to ensure smooth collaboration. In Zoho Recruit's client portal, your clients can ...
Setting up your portal
Zoho Recruit gives an advantage of using your company’s brand to create portals for your clients and vendors. For example, if your company website is “www.zylker.com”, you can create a portal with URL “portal.zylker.com”. You can typically choose ...
Job Opening Matches
Introduction Finding the perfect job openings for your candidates is now more straightforward than ever with Zia’s Job Matching. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the ...
Data Enrichment
Introduction The quality of your candidate data is of the utmost importance for your hiring, because when it comes to recruitment, it all starts here. When the data is incomplete or incorrect, recruiters find it hard to assess the candidate ...
Candidate Matches
Introduction Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matching. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find ...
Submit to Hiring Managers
About the Hiring Manager role: Hiring Manager is a default role in Zoho Recruit's Corporate Edition. Users with the hiring manager role can; Create job openings Make interview decisions (if they are involved in the interview process) Refer ...
Candidate Review Form
Introduction Candidate review form is an easy and efficient way for your clients to approve/reject candidate profiles you submit. How it works By default, the link to the review form is embedded in the Submit To Client email template. Your clients ...
Setting up your Hiring Pipeline
Managing the hiring process should be the top priority for any recruiter. An Applicant Tracking System (ATS) can make this easy for you. The Hiring Pipeline gives you a 360 degree perspective of your job openings. Zoho Recruit's Hiring Pipeline is ...
Hiring Pipeline in the Candidates Module
Zoho Recruit's Hiring Pipeline is a collection of the stages in your recruitment process. You can manage your hiring pipeline from the Candidate module. You can view the hiring pipeline in the details page of a candidate record the Quick View of a ...
Skillset
Your employees are your competitive advantage, so it’s important to hire people who have the right skills to help your company succeed. Availability: Users with Administrator profile can enable Skillset. Available for Professional and Enterprise ...
Radius Search
Radius search lets you search candidate records by location. Find better and relevant candidates who match your job role. In the Candidates list page, Radius Search allows users to search for candidates within a specific distance of a zip or postal ...
Semantic Search
Semantic Search uses a matching algorithm to filter or shortlist the most relevant candidates for a job opening, saving you the time spent searching manually. How does Semantic Search work? In the Job Openings module, Semantic Search finds candidates ...
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