Zoho Recruit | Setting Custom Module

Setting Custom Module

Here is a list of features that will help you make the custom module function for your Recruitment process.

Tab Settings

Organize tabs in such a way that only the relevant tabs are visible for use and the unwanted tabs are hidden. You can also rename the tabs and create tab groups that can be shared with different profiles.

Custom Fields

The Record Name, Record Owner, Email, and Secondary Email fields will be added automatically by default. You can add custom fields of various types such as text, lookup, pick list, currency,  auto-number, and checkbox. Formula fields can be created to populate dynamically calculated data based on the values returned from other standard or custom fields. You can also add custom fields to your custom modules. 


Page Layout

Customize the Record Details page layout. You can add required fields and hide unwanted fields, reorder the fields, create and delete sections, mark fields as mandatory and change between one-column and two-column layout. You can customize your fields in Page layout.

Related lists can be viewed in a Record Details page. You can change the order of the related lists such as Attachments, Interviews, and Emails. Use related lists to build module relationships by linking custom module records with standard module records. You can create custom related lists using the following options:

  • Lookup Fields: Create a lookup field that populates the data of your custom module.
  • Custom Apps: Add records from Zoho Creator Apps as related lists.
  • Custom Functions: Add third-party APIs as related lists.

Access information from third-party applications and tools by creating custom links  (URLs with variables) for modules in Zoho Recruit. You can integrate content from other sites in addition to your Recruit account, with just a single click. For example, you can create a custom link for Twitter and integrate all necessary content from your Twitter account. 

List Views

Create custom list views to filter records based on specified criteria. This will help you sort out the required records quickly and perform all the necessary operations on them. By default, All Records, My Records, Recently Created Records, Recently Modified Records, and Recently Viewed Records list views are available in the custom module.


Security Settings

Profile Permissions

Use profiles to control the access permissions to various features related to the module including export, import, mass email, and mass update.

Data Sharing Settings

Configure data sharing rules to extend access rights to users belonging to specific roles and groups. You can set data sharing rules in addition to the default sharing options: Private, Public Read Only, Public Read/Write/Delete.

Field-level Access

Set up field-level security to control the access of the fields in the custom module.


Data Administration

Import Data

Import records to your Recruit account from external sources, if you already have the data. You can import records assigned to you or other users using the Import My Organization Records option.


Export Data

Export data in CSV format from individual Recruit modules in your ATS account. You can either manually export the records or request a data backup.

Data Migration from 3rd-Party Apps

If you're switching to Zoho Recruit from a third-party application, you can easily migrate data using the built-in data migration tool. See also: Migrate from Other ATS 

Data Backup

When you request a data backup, data from custom modules are also included. See also: Data Backup 

Data Analytics

Reports

Create module-specific reports and pull data from other cross-functional modules. You can create three types of reports and customize them with your recruitment process.

Tabular Report: Displays the data without any subtotals in the report. Use this type of report to create contact mailing lists, a consolidated view of the hiring pipeline, and other tables.

Summary Report: Displays the data along with subtotals, groupings, and other summaries of information.

Matrix Report: Displays the data summarized in a grid against both horizontal and vertical columns.

The Related Modules available will be Notes, Emails, and Activities. If you have a lookup field in the custom module, it will be listed under Related Modules.


Dashboards

Get a real-time snapshot of your organization's key metrics using dashboards. A dashboard is the pictorial representation of your custom reports. It displays the data dynamically in various charts such as bar, pie, line, table, or funnel charts.

Workflow Management

Eliminate manual work and automate your recruitment process by sending automated email notifications and updating candidate statuses automatically. 
  • Workflow Rules 
  • Workflow Tasks 
  • Workflow Alerts 
  • Workflow Field Updates 
  • Webhooks 
  • Custom Functions 

      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 LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              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

                                                                                                                        • Custom Portal

                                                                                                                          Custom Portals in Recruit are designed for administrators to extend Recruit access to their clients, contacts and Candidates. A portal user can access the modules and some of the associated data, such as job openings, candidates, and interviews that ...
                                                                                                                        • Custom Functions

                                                                                                                          Zoho Recruit Custom functions help you to update data in related Recruit modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the custom function ...
                                                                                                                        • Working with Custom Functions

                                                                                                                          In today's fast-paced recruitment landscape, organizations often grapple with manual and time-consuming tasks that hinder efficiency and productivity. Tracking candidates, managing interview schedules, and maintaining data accuracy can become ...
                                                                                                                        • Custom Schedules

                                                                                                                          Schedules are automated user-defined actions, which can be performed through custom functions either at a particular time or on a recurring basis. You can now schedule a custom function to be executed automatically on a daily, weekly, or monthly ...
                                                                                                                        • 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 ...
                                                                                                                          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