Zoho Recruit | Building Custom Module

Building Custom Module

Zoho Recruit offers several default modules for recruitment activities including Job Openings, Candidates, and Interviews. These modules have predefined business logic, including page layout, reports, and workflow automation, which feature limited customization and may not meet all your requirements. You may require modules that are unique to your organization to meet all your needs and accommodate all your business processes, to store data that is relevant to your business and which are linked with the other standard modules in your account.

You can create your own modules to address your recruitment requirements using the Custom Modules functionality in Zoho Recruit, you can develop new modules using built-in tools that do not require you to have any programming skills. These custom modules can seamlessly integrate with the core Recruit modules and do not need to be standalone modules. You can also:

  • Add fields and modify the page layout as required
  • Use roles and profiles to define access controls for the custom modules and their fields
  • Import data to the custom modules
  • Back up your data at any time
  • Send mass emails to the records in the custom modules
  • Create mass email schedulers
  • Use macros to execute a set of actions
  • Create workflow rules to automate your business processes
  • Build module relationship by linking custom module records with standard module records
  • Use autoresponders to send automated replies and follow-up emails
Availability

Permission Required: Users with the Administrator profile can create custom modules.

Add Custom Modules

Only users with the Administrator profile have the permission to create modules in your organization's Zoho Recruit account.

To add custom modules:

  1. Log in to Zoho Recruit with Administrator privileges.
    Click Setup > Customization > Modules
  2. Click +Create New Module.
  3. Click the Edit icon against the Module Name section. A pop-up will appear where you can add your module name and click Save to continue. You can add plural and singular forms of module names in the text boxes.
  4. Click the Settings icon, specify the module permission and click Save.
  5. You can drag and drop fields as per your requirements and enter a section title.
  6. After you have added all sections, click Save to finish creating the module.

Note
System Defined Fields (fields with a lock icon) cannot be deleted. Click the Settings icon and then Edit properties to enter field properties.

What's Next?

Below is the list of features that will help you make the custom module function for your recruitment process. 


Edit Custom Modules

To edit custom modules:

Click Setup > Customization > Modules.

Click Layout to edit the layout of the module.

Click Rename and a pop-up will appear where you can enter the singular and plural forms of the module name.

Click Module Permission to edit access to the module.

The Delete option is only available for custom modules.

Note

  1. To edit the field label for the [Module] Name, click Edit Properties next to the field label.
  2. In the Edit Custom Field section, enter the new label.
  3. Click Done to save.
    Except for the [Module] Name, no other primary field in a custom module is customizable.

You can Link a custom module with a standard or other custom module to can build module relationships and connect data easily. This can help you create a variety of reports based on the data in your custom modules. You can link modules using Lookup Fields. You can also link standard modules with custom modules by creating a lookup field in the standard module.

To create a lookup field in a custom module and link it to another module:

Log in to Zoho Recruit with Administrator privileges.

  1. Click Setup > Customization > Modules
  2. Select the custom module from the list and click Layout.
  3. In the Layout page, select Lookup from the Field Type list.
  4. Drag and drop it to the required section of the custom module. 
  5. In the Lookup Properties section enter a field label for the lookup field.
  6. Select a module from the Lookup Type dropdown. The custom field will populate data from the module selected here. (e.g., if Associated Candidates is selected, the lookup field will list all the records from the Associated Candidates module.)
  7. Enter the Related List Label. (e.g., Associated Candidates)
    A related list will be created for the records in the Associated Candidates module.
  8. Click Save.

Delete Custom Modules

When there is a need to delete a custom module make sure that it is not linked to another module. Once you delete the custom module, you can't restore data from it. Before deleting make sure you have checked the following:

  • You have taken a back up of your data using the Export feature.
  • The module is not liked with any other custom or standard modules.
  • Workflow rules that are configured for the custom module are deleted.

Alternatively, you can hide the custom module for all the users in the organization's Recruit account or only to specific profiles.

To delete custom modules:

  1. Click Setup > Customization > Modules.
  2. Move the mouse pointer to the module that you want to delete and click the Settings icon.
  3. In the menu, click Delete. Make sure you read the instructions in the pop-up box and then click Yes, Delete Now to delete the module.

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