Zoho Recruit | GDPR- Consent Management

Consent Management

Zoho Recruit's consent management settings helps you get consent from your data subjects by providing a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, get assistance in keeping track of consent details.

The Lawful Bases

The fundamental principle for handling personal data is that data must be processed lawfully and in a transparent manner. GDPR defines six lawful bases to process data. It is important to understand all of them as no one lawful basis is better than the others. Choosing the most appropriate basis depends on the purpose of data processing and your business requirements.

  • Consent - When you have consent from the data subject to process their personal data. There must be a deliberate action on the part of the data subject to opt-in or give consent.
    Example: Collecting and processing personal data for marketing purposes or sending newsletters.
  • Contract - When you have a contract with an individual to supply goods or services requested by them. In this case, you process data to fulfill the contract.
    Example: During a contract, when the customer asks for more information via email, the organization processes their personal data to respond to the request.
  • Legal Obligation - When you have to process the data to comply with the law.
    Example: An employee's salary details are needed by a government institution or an investigation requires the processing of the personal data.
  • Vital Interests - When you need to process data to protect someone's life or in an emergency.
    Example: Collecting personal details of the people to ensure their safety during an emergency or a fire.
  • Public Tasks - When you need to carry out tasks in the public interest, usually as a government institution, political party, etc.
    Example: As a public authority who processes data for scientific research, surveys, or public health studies.
  • Legitimate Interests - When your organization holds a genuine, legitimate reason to process data and the purpose does not harm the data subject's rights.
    Example: A customer has not paid their invoice and so the company needs to process the customer's data to collect payment. Alternatively, for administrative purposes, when an organization processes an employees' personal data for payroll.

Consent Management in Zoho Recruit

There are three stages that you can track in Zoho Recruit with respect to consent as the lawful basis for processing data. Please note that primary email field is used to update the consent status in all the similar records that have the same email address as the primary one in your Zoho Recruit account. For example, you get consent from a candidate, and when you convert the candidate to a contact, the created contact will be updated with the consent status. If the primary email address is changed, you will need to get consent again.

  • Pending - When the request for consent is not sent to the data subjects.
  • Waiting - When the consent form has been sent and you are waiting for a reply.
  • Obtained - When you have received consent from the data subject.
  • Not Responded - When you have not received consent from the data subject within the waiting period defined in the Consent Settings.
To define consent settings in Zoho recruit;
  1. Click Setup > Users and Control > Compliance Settings > Preferences.
  2. Under Consent Settings section, do the following:
    • Waiting Period - Select the period in Days or Months.
      After this waiting period is over, the consent status is updated as Not Responded or Record Deleted.
    • Data Deletion Consent

      The Data Deletion Consent gives you an option to delete data automatically once the "Waiting Period" defined by you is completed. To enable this option, select the check box and save.

      If you wish to manually manage this process and not have an automatic data deletion option, you can uncheck this box at any point.
    • Manage Actions in a record when the consent is unavailable - Select one of the following:
      • Process data as usual - You can continue to work with the records as usual.
      • Stop processing data - The records will be locked and data form the record will not be processed.
      • Restrain certain actions - Select the actions that needs to be restricted when the consent is yet to be received.
  3. Click Save.
The consent form can be customized and it allows controllers to state the explicit details for which they are obtaining consent. The following can be added in the form: 
  • The purpose of data collection.
  • Preferred communication channel.
To set up the consent form
  1. Click Setup > Compliance > GDPR.
  2. In the GDPR page, enable the option using the button.
  3. Select the Language that you want your data subjects to view the form in.
  4. Under the Consent Portal, do the following to customize the form:
    • Add relevant text to state the purpose of using their personal data and why you are getting consent.
    • For the Communication Preferences, add a short description. For example: Allow us to contact you through:
    • Click the Show/Hide links for the corresponding options (Email, Phone) to make them visible/hidden in the form.
    • Based on the selection, the option to send emails or make calls will be disabled for the corresponding records.
    • For Consent Statement, add a message that asks the data subjects to provide remarks, if any.
    • Add your Privacy Statement in the text box.
    • Specify any additional text before the Submit button in the form.
  5. Click Preview to check the form, then click Save.
  1. Open a data subject's record in your Zoho Recruit account.
    The record could be in the Candidates or Contacts for which GDPR Compliance is enabled.
  2. Click Data Privacy.
  3. Mark the Data Processing Basis as Applicable and select Consent from the drop-down list.
  4. Under the Pending status, click the Send consent form link.
  5. The Send Email page opens from where you can request for the consent. Attach files if there are any and click Send.
  6. Once sent, the status will change from Pending to Waiting
  1. Under the Pending or Waiting status, click the Update consent details link.
  2. In the Update Consent Details popup, do the following:
    • Select Email or Call, to maintain a record of how you received the consent.
    • In the Consent Date field, specify the date when you got the consent.
    • Add Consent Remarks, if any.
    • Select from the list of Communication Preferences mentioned by the data subject.
    • Click Save.
  3. The status will change to Obtained.

Best Practices for Consent Management

  • Inform the data subjects on the purpose of consent and data processing.
  • If you deviate from the original purpose of data processing for which you received consent, then you will need to get consent from the data subjects again.
  • Make sure to keep your consent requests separate from any other terms and conditions.
  • The consent request or form should contain details about who is collecting the consent (data controller), where the data is processed (data processor), and where the data is being shared.
  • Maintain a proper record of the consent collected. This is important to demonstrate that the data subject has given proper consent to process data.
  • Avoid usage of technical terms and legal jargons while getting consent. Keep your message clear and simple.
  • Make a point of refreshing consent at regular intervals.

    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

                                    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

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              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 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

                                                                                                      • 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,  ...
                                                                                                      • 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 ...
                                                                                                      • Email Management

                                                                                                        As a recruiter, emails are essential for engaging with your candidates and contacts. Zoho Recruit helps you write more powerful and personalized emails and automate them according to your requirements. Send and manage email communication with your ...
                                                                                                      • Default Roles & Profiles

                                                                                                        Generic solutions won't work for unique problems, right? Wrong. Using Zoho Recruit's roles and profiles, you can maintain data security while accommodating unique job roles and their access permissions. A user's permissions and access privileges ...
                                                                                                      • GDPR Readiness

                                                                                                        Europe's new privacy policy law intends to give more control to individuals over their personal data. This control over information is given through a few rights. Zoho Recruit has brought in features to make you be compliant under GDPR. Based on user ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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