Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable, comparable, and usable in project staffing.

We are trying to identify the best overall setup in Zoho to support this workflow:

Candidate sources we need to manage:

  1. Internal employees (our own engineers/consultants)

  2. External job applicants applying through job postings

  3. Freelancers who register through our candidate portal to join our consultant network

Core requirements:
• A combined candidate database where all three groups can be searched together
• Ability to filter by skills, project experience, certifications, location, availability, rate, etc.
• An efficient process for creating shortlists for client projects
• Ability to generate anonymised CVs using a custom CV template (PDF or DOCX)
• Ideally centralised data maintenance, so we don’t duplicate profiles across modules
• Clear ownership of where each type of data should “live” (Recruit vs People vs CRM)

We are trying to understand:

  1. Which Zoho apps should be the primary system of record for candidates?
    Should we keep everything inside Zoho Recruit and use custom fields/modules for internal employees and freelancers?
    Or should we integrate Recruit + People + CRM and maintain different segments across systems?

  2. How do other consulting/engineering companies using Zoho One structure this?
    We want to avoid building a workaround if there is already a proven configuration pattern.

  3. What is the best way to generate anonymised CVs?
    – Custom CV template in Recruit?
    – Zoho Writer merge templates?
    – Creator/CRM custom modules?
    We need a clean, repeatable workflow where a recruiter selects candidates → exports anonymised CVs → sends to the client.

  4. Is it possible to search across internal consultants (from People) + external candidates (in Recruit) in a single interface?
    If yes, how is this typically implemented?

If anyone from the community has experience setting this up for consulting/engineering companies—or can recommend the best architecture within Zoho One—we would really appreciate a detailed suggestion or workflow example.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Connect with Zoho users from your industry, virtually!

                                                              A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
                                                            • Feature update: Advanced security settings

                                                              We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方