Introducing the Submissions sub-module
The Submissions sub-module stores candidate submissions made to client-contacts as records, along with other key details. Designed to provide you with an eagle-eye view of all your candidate submissions, this sub-module makes it easier for you to stay organized and streamline your hiring process.
What is the Submissions sub-module?
The Submissions sub-module is a built-in tool in Zoho Recruit that tracks and stores every candidate submission you make. Each submission is stored as a unique record, and you can customize views and perform mass actions on them. This means you can easily keep track of the status of each submission and quickly access all relevant information associated with it.
Key Features
Centralized Tracking of Submissions
The Submissions Sub-module provides a centralized repository to track all candidate submissions made to clients. You can now easily monitor and manage the status of each candidate submission in one place. No more sifting through emails or spreadsheets to find submission details.
With a centralized tracking system, recruiters can efficiently manage their talent pipeline, stay organized, and prioritize follow-ups, leading to faster and more effective hiring decisions.
Review Status and Client Feedback
The Submissions Sub-module allows you to record client reviews and feedback for each submission. You can now easily assess candidate performance and suitability based on client ratings and comments. This valuable feedback enables you to fine-tune their candidate selection process.
Accessing client feedback directly within the submission record streamlines the review process and enhances collaboration between recruitment teams and clients, leading to better candidate matches and improved client satisfaction.
Workflow Automation for Efficiency
Zoho Recruit's Workflow automation can be applied to the Submissions Sub-module, allowing you to automate actions based on predefined criteria. You can set up automated reminders for follow-ups with clients, notifications for candidate reviews, or even color-coded tags for prioritizing submissions based on specific conditions.
Workflow automation saves time and ensures that critical tasks are not overlooked. It helps recruiters stay on top of their submission pipeline, leading to improved responsiveness and a smoother hiring process.
Easy Access from Related Records
To help you track candidate submissions better, Zoho Recruit offers multiple ways of accessing submission records, such as the Submissions List View page and the Related List section of associated records (Candidates, Job Openings, Applications, Clients ). You can quickly access submission details from the associated records, making it effortless to review the entire submission history of a candidate or a specific job opening.
This easy access to submission details from multiple views enhances visibility and makes it convenient for recruiters to navigate the submission history across different modules, promoting seamless collaboration between teams.
How Does it Work?
When you forward a candidate profile to a client, a submission record is automatically created in the Submissions Sub-module.
You can view and manage these records from the List View page or the Details Page. Plus, with customizable views, you can organize submissions based on your preferences.
How to Get Started?
Navigate to Submissions
In your Zoho Recruit account, hover over the Candidates module and click Submissions.
Explore List View
The List View page is where all your submissions will be listed as records. Take a moment to familiarize yourself with various default views and the options available, such as Quick View, Change Owner, Mass Transfer, Bulk Delete, etc.
Customizable Views
If you have a requirement to be able to view a certain field from the List View page in order to be on top of your work, then click the Edit icon near the Views drop-down. Add or remove fields as columns in your List View page, apply criteria based filters, and save custom views for quick access later.
Submission Details
In the Details Page of a submission record, you'll find comprehensive information about the submission, including the candidate's name, associated job opening, submission status, submission date, and more. When a client-contact submits their review for a submission, it is automatically added to the Review Status sub-tab of the submission's details page in real-time.
Enable Workflow Automation
To make the most of the new Submissions sub-module, consider setting up workflow alerts and actions such as configuring automatic follow-ups and replies to scheduling tasks and meetings. Navigate to Setup > Automation > Workflow Rules and create a new rule for the Submissions module. Define the criteria and actions you want to trigger for each submission that the rule is triggered for.
For more information, refer our help article or reach out to our customer support team at support@zohorecruit.com.
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