Zoho Recruit | Assignment Rules

Assignment Rules

Assignment rules help you automatically assign records to users in Zoho Recruit. You can automatically assign the records to an owner based on organization-wide record distribution rules or a round-robin process.

Availability

Permission Required: Users with the Manage [Module] Assignment Rules permission can access this feature.

Record Assignment Workflow

  • Create an assignment rule and associate rule entries with the rule
  • Select the required assignment rule in the candidate or contact import tool or web form
  • While importing records, the record is first evaluated based on the assignment rule criteria and then assigned to a Zoho Recruit user.

Limitations

  • You can associate up to 25 criteria in each rule entry.
  • Even if you set multiple rules, users can only select one rule at a time.
  • Assignment rules can be used for the records generated through the import tool and web-to-form only.
  • You cannot assign clients or contacts to users if you are creating them manually.

To set up an assignment rule:

  1. Go to Setup > Automation > Assignment Rules.
  2. In the Assignment Rule page, select a Module from the dropdown list and click Create Rule.
  3. In the New Rule page, enter the Rule Name.
  4. Click Save.
  5. In the [Module] Assignment Rule page, click Create Rule Entry.
  6. In the Rule Entry page, fill out the following:
    • Criteria: Enter the criteria for the rule entry.
    • Record Owner: Choose one of the options to assign the record to an owner.
      • Assign To: Select the user who should be assigned as the owner of the records.
      • Assign to users in round robin: Select Users, Roles or Groups from the dropdown list. Records will be assigned to the selected users in order.
    • Workflow Task: Select the workflow task to be assigned.
  7. Click Save.

Examples of the Distribution Logic

One record per round is assigned to each user. When records are imported or generated through web forms, they are assigned to the users in the order they are listed. The following options are available to select a list of users:

  1. Users: Select the users to assign the records to. You can rearrange the order the users are listed in.
  2. Role: Choose a role. The users with the selected role will be listed. The order the users are listed is based on the date they were added. The most recently added users will be listed first. 
  3. Group: Choose a group. The users in the selected group will be listed. The order the users are listed is based on the date they were added. The most recently added users will be listed first.

The users are listed in the following order in the Rule Entry:

  1. Patricia Boyle
  2. Fathima Yilmaz
  3. James Watsonhale

The system will distribute records to users in the following order:

  • Patricia Boyle - Record 1
  • Fathima Yilmaz - Record 2
  • James Watsonhale - Record 3
  • Patricia Boyle - Record 4
  • Fathima Yilmaz - Record 5
  • James Watsonhale - Record 6, and so on.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Workflow Rules

                                                                                                                          Workflow Rules are a powerful automation tool designed to streamline and optimize your recruitment processes. They empower you to automate repetitive tasks, manage candidate and client interactions, and ensure a seamless recruitment experience. ...
                                                                                                                        • Automation- Overview

                                                                                                                          Automation enables organizations to stay in constant contact with potential hires all through the recruitment process. For example, a recruiter may be required to assign an interview to various Candidates based on certain criteria. Also, you may need ...
                                                                                                                        • Workflow Tasks

                                                                                                                          Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when ...
                                                                                                                        • Manual Workflow Trigger

                                                                                                                          A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...
                                                                                                                        • Workflow Rules

                                                                                                                          Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources