Enhance Data Visibility with Mapping Fields from Lookup Module

Enhance Data Visibility with Mapping Fields from Lookup Module


We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides more context within a single module view.

What is Mapping Fields from Lookup Module?

The "Mapping Fields from Lookup Module" feature allows you to incorporate additional fields from related (lookup) modules directly into your primary module's layout. This means you can now view more contextual information within a single view without the need to switch back and forth between different modules.

For example, if you're in the Candidates module, you can map fields like Job Location, Job Type, and Hiring Manager from the Job Openings module. This way, you can see all key details about the job opening a candidate applied for right within the candidate’s record.

Benefits

  • Enhanced Data Visibility: By mapping fields from related modules, you can see all pertinent information at a glance. This comprehensive view enables better decision-making since all the relevant data is readily accessible within a single module.
  • Improved Workflow Efficiency: Say goodbye to the constant toggling between different modules. With mapped fields, you have a more streamlined workflow, saving time and reducing the chances of missing critical information.
  • Better Data Consistency: Ensure that all necessary information is consistently available across different modules. This reduces data silos and enhances the reliability of your recruitment data.

Use Cases

1. Streamlined Candidate Evaluation:

Managing candidate evaluations often requires accessing various details about job openings they’ve applied for. Mapping fields from the Job Openings module to the Candidates module makes this process seamless and efficient.

Example:

A recruiter at a healthcare organization is evaluating candidates for multiple nursing positions. By mapping fields like Shift Type, Department, and Hiring Manager from the Job Openings module, they can view all relevant job details directly within the candidate’s profile. This comprehensive view helps the recruiter quickly assess each candidate's fit for the roles based on the specific requirements of each department, without needing to navigate to the Job Openings module.

2. Comprehensive Interview Scheduling:

Scheduling interviews for candidates can be a complex task, especially when coordinating with multiple hiring managers. Mapping fields from the Interview Schedule module to the Candidates module can streamline this process.

Example:

An HR coordinator at a retail company is responsible for scheduling interviews for various store manager positions. By mapping fields such as Interview Date, Interview Time, and Interviewer from the Interview Schedule module to the Candidates module, they can keep track of all upcoming interviews directly from the candidate’s profile. This ensures that the coordinator can efficiently manage interview schedules and communicate details to candidates without missing any critical information.

3. Enhanced Client-Specific Job Management:

Recruitment firms often manage job postings for multiple clients, each with specific requirements and details. Mapping fields from the Clients module to the Job Openings module can provide a unified view of client-specific job postings.

Example:

A recruitment consultant at a staffing agency is managing job postings for several clients in the finance sector. By mapping fields such as Client Industry, Client Contact, and Special Requirements from the Clients module to the Job Openings module, the consultant can view all client-related information directly within each job opening. This comprehensive view helps the consultant tailor their recruitment efforts to meet the unique needs of each client, ensuring better client relationship management and more successful job placements.

How to Use the Mapping Fields from Lookup Module

  1. Identify the Fields: Determine which fields you want to map from the lookup module to your primary module.

  2. Add the Lookup Field: Include the lookup field in your module layout where you want the additional information to appear.

  3. Map the Fields: Click on the settings icon and select "Map Field(s)". You can choose to add the fields as new or map them to existing fields.

  4. Save Changes: Once you have mapped the fields, save the changes to your layout.

For more detailed information, please refer to our help article on Mapping fields from Lookup Module. If you have any questions or suggestions regarding this update, feel free to leave a comment below or reach out to our customer support team at support@zohorecruit.com.

Regards
Team Zoho Recruit
 
 
 


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