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 

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