Recruit
Job Boards - An Overview
Why settle for anything less, when with Zoho Recruit your job openings can travel across the globe. And integrations with premium job boards has proven to be efficient and effective for sourcing the best talent. Zoho Recruit integrates with popular ...
Create a new candidate
To create a new candidate form using Web Forms, follow the steps given below Navigate to Setup > Portal Setup > Web Forms. Under the Resume tab, click Create New Resume Form. An Untitled Form is displayed. Click Let's get started. The mandatory Last ...
Mass Invite Candidates
Note: To enable Mass Invite, Candidate Login has to be enabled under Career Site Integration. A maximum of 100 invites can be sent per day. Mass Invites are also notified in the Activity Log. Candidates can now be invited to your Career Site in two ...
Embed Career Site
You can embed a published job listing page on websites using the given URL in an iframe code. If you do not have a website, then you can use the given URL as your web page link. To embed a published job listing page to a website: Navigate to Setup > ...
Customize Career Site
Edit an existing Career Site To edit an existing Career Site, follow the steps given below. Navigate to Setup > Careers Website > Career Site. All existing Career Sites will be listed. Hover your mouse over the desired page and click the Edit icon ...
Create a New Career
To create a new Career Site, follow the steps given below Navigate to Setup > Portal Setup > Career Site. You can opt to turn on or turn off the candidate login option. Turning on this option will make it mandatory for applicants to create an account ...
Apply Now Button
To rename the Apply Now button on a Job List Navigate to Setup > Portal Setup > Career Site. Click the Customize/Edit page icon beside the job listing page on which you would like to rename the Apply Now button. On the Job List, click Customize. On ...
Career Site Integration
Your careers page is a reflection of what makes your company -- it's culture, ambitions and the people who represent it. So, ensure that you make the right impression to every candidate who lands on your careers page. Because recruiting better talent ...
Career Site
Hire the best candidates by making the right first impression. Build a mobile-friendly careers page and list up-to-date job openings with Zoho Recruit. Create a better candidate experience by making it easy for them to apply for a job. Setting up a ...
Email Relay
Relay servers and their benefits Email Relay allows you to route emails through your (company's) server while sending emails from Zoho Recruit. Once the relay server is setup, the sent emails will follow a path like this: Zoho Recruit - to - Relay ...
Email Authentication
In this digital era email forms a major part of communication in every business or organization. Companies often use different servers or domains other than their server to deliver the message to its recipients. In such cases it's crucial to ...
Email Insights in Zoho Recruit
Email, to this day, remains a primary mode of communication with the customer in any organization. When you send emails to several customers via Recruit, it becomes increasingly difficult to keep a track of each individual's activity on your email. ...
Using BCC Dropbox
If you use multiple email accounts for your business, your email communication will be recorded in various email clients. You can combine all these business emails in your Zoho Recruit account using the BCC Dropbox feature. BCC Dropbox provides a ...
Bulk Email
Communication with clients/candidates is an important activity in any business scenario. One of the best ways of communicating is through email. Zoho Recruit provides the option of using email to reach a large number of clients by sending mass ...
Organizing Emails in Zoho Recruit
Email is very important in modern business communication. It is important to maintain a record of all the conversations that you have with your clients or candidates and organize it in such a way that you can easily access them whenever required, to ...
Attachment Category
Attachments refer to any document, file or image that is related to a particular record. You have the option to add multiple categories of attachment to each module. For example, Candidate Resumes, Cover Letters, or even job descriptions for all your ...
Attachment Limits
In Zoho Recruit, you can upload attachments in various places. You can upload attachments in the following: Individual records in Recruit In individual emails In the email templates There are file size limits based on where you upload the ...
Attachment Permission
In organizations with different levels of hierarchy, it’s important to define the access level of each user. When sharing resumes and files with other recruiters, if there are any confidential documents, which can’t be shared with all, it’s ideal if ...
Field and Link Permission
Set Access Permissions for Fields With the field-level security, you can control the access rights of Recruit fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to ...
Data Sharing Rules
By default, access rights to Recruit records are set as private so that the record owner and his/her manager can oversee the Recruit data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment clients, contacts, and job opening into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to clients, contacts and job openings when they are created or modified. When a record meets the criteria of territory, only then is it validated for its sub ...
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho Recruit, take a look at the help document - Territory Management Overview. Introduction Territory ...
Territory Management
What is a 'Territory'? A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, ...
Reporting Hierarchy
In Zoho Recruit's Reporting Hierarchy, you can set up the organization's hierarchy structure based on the roles and also assign reporting managers to users for well-defined record accessibility. In this hierarchy structure, a user is assigned a ...
Profile Permissions
Profiles in Zoho Recruit help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions ...
Manage Profiles
In Zoho Recruit, the profile function controls the permission to Recruit modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated with the profile can access the functions ...
Manage Roles
In Zoho Recruit, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Senior Recruiter can access all the Recruiters' records whereas ...
Create Roles
By default, the CEO and Manager roles are enabled for your Zoho Recruit paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your Zoho Recruit Edition. ...
Default Roles & Profiles
In Zoho Recruit, Roles and Profiles are designed to maintain data security. Roles govern what information users can view, and profiles govern what actions they can perform with that data. Listed below are the default roles and profiles provided by ...
Activating and Deactivating Users
Activate/Deactivate Users Sometimes in your organization, the users' hierarchical status may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to ...
Managing Groups
In Zoho Recruit, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
Creating Groups
Create Groups You can create different types of user groups and share common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: In ...
Managing Groups
In Zoho Recruit, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
Creating Groups
Create Groups You can create different types of user groups and share common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: In ...
Managing Users
In Zoho Recruit, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho ...
Adding Users
Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying the user details, and view the apps and add-ons that are activated for each user. The user's details page will also ...
Implementing Multiple Currencies
Multiple Currencies in Zoho Recruit will help you manage everything from deals across the globe to invoices, payments and reports in the currency that your organization and partners prefer. You can accurately estimate the value of opportunities and ...
Company Details
There are certain organization specific details, which help differentiate one organization from another. Zoho Recruit recommends Users with Administrator's privilege to customize these company-specific details so that all users under an ...
Personal Settings
Once you sign up for Zoho Recruit and have your own account, you can personalize your Recruit account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these ...
Next page