Modules in Zoho Recruit let you categorize and track various aspects of your recruitment process. Modules in Zoho Recruit are represented as tabs in the app, such as Job Openings, Contacts, Clients. There are two kinds of modules:
Zoho Recruit offers more than ten standard modules. These predefined modules come with a set of default fields and layouts. You can edit most aspects of a standard module as per your requirements. For example, if there is a field called Twitter in the Candidates module, and none of your clients use Twitter, you can remove this field from the Candidates layout. The customization options and their exceptions can vary between modules.
The standard, predefined modules are available to all Zoho Recruit users, regardless of the Edition, they have subscribed to.
Sometimes, the standard, predefined modules in Zoho Recruit may not completely meet your requirements. In these cases, Zoho Recruit lets you create a new module.
With the custom modules functionality in Zoho Recruit, you can develop new modules using built-in tools with no programming skills required. These custom modules can integrate seamlessly with the core Recruit modules and do not need to be standalone modules. You can use custom modules to:
Permission Required: Users with the Customize Zoho Recruit permission can create and customize modules. Users with the Administrator profile will have this permission by default.
Custom modules and custom apps are two different functions in Zoho Recruit that both help you extend your ATS to suit your requirements.
Take a quick look at how to use this editor to customize your module.
As you add new fields and remove existing fields, Custom Fields Left automatically tells you how many more fields you can create based on the field limits for your Edition.
Module customization allows you to create fields, edit layouts, set permissions, and preview your module, all from the same place. Detailed instructions on customizing your module are given below.
Log in to Zoho Recruit with Administrator privileges.
Drag and drop the fields you require from the New Fields tray to the section.
Note
To add a new section:
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To set module-level permission for your module:
Note
The Module Permission and Set Permission options will not be available in a single-user account. They are only available for accounts with more than one user.
You can rearrange fields and sections by dragging and dropping them. You can also change the column-layout of sections.
Click the Section Settings icon and select Single Column or Double Column layout for the section as required.
To rearrange fields, click on a field and drag and drop it to the required place. To move a section, drag and drop the section to its new place.
A preview of the module is available to help you get a quick idea of what the module will look like to users with each profile. Select a user profile to check out the preview. Based on the preview, you can modify permissions and the layout, if required.
To preview a custom module:
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The Events page layout is different from the other modules' page layouts, but you can still add or remove fields, rearrange the fields, and mark them as mandatory. The following three options allow you to edit the layout of the event details:
Add: Adding an event requires you to fill in a form. The form lists some fields that can be customized. You can change the order of the fields, remove fields that are not required, and also mark fields as mandatory.
To edit a module (either a standard module or a user-generated module)
Quick-Edit Options for Modules
Zoho Recruit lets you edit some parts of a module directly from the Modules list view. You do not have to go to the Module Editor to edit these items. Follow the instructions below to access these quick-edit options:
To delete a module:
Note
If you need to delete custom modules (predefined modules cannot be deleted), make sure that the module you are deleting 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:
Alternatively, you can hide the custom module for all users in the organization's Recruit account or for specific profiles only.
Single Line | Multi Line | Date |
Date Range | Month | Month Range |
Picklist | Multi Select | Email |
Phone | Date Time | Number |
Currency | Decimal | Percent |
Long Integer | URL | Lookup |
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