Custom Function Gallery
The Gallery section is a comprehensive repository offering a diverse collection of pre-built custom functions. Accessible within the platform, this gallery empowers users to enhance their recruitment processes by implementing tailored functionalities without extensive coding knowledge. Whether seeking to automate candidate screening, streamline interview scheduling, or analyse data more efficiently, users can explore, select, and deploy custom functions from this centralised hub, augmenting the capabilities of their Zoho Recruit experience.
Availability
- Permission Required: Only users with Manage Extensibility permission can view and install the custom functions from the Gallery.
- Supported Edition: Available for the Enterprise plan of both the Staffing Agency and Corporate HR editions of Zoho Recruit.
How to install a Custom Function
We have a few pre-defined gallery functions that are ready to use. Follow these steps to access and install them:
- Navigate to Setup > Developer Space > Functions and click the Gallery tab.
- Hover over any of the listed functions and click Install.
- Clicking the install button opens a function details pop-up. Click install now to add the function to your organization
How to Find Installed Custom Functions
To view the custom functions you have installed:
- Navigate to Setup > Developer Space > Functions.
- You will find the following information in this page;
- A list of all Custom Functions installed in your account
- The Category the functions belong to.
- The REST API used in the function
Supported Gallery Functions
- Create Submission
- Submission Change Status
- Screen Candidates
Create Submission
The Create Submission custom function helps track logging submissions without sending mail to contacts in Zoho Recruit.
How it works
Consider Zylker Corp, a company that frequently receives multiple offline submissions via mail and other methods. Tracking all these submissions manually can be a tiresome and error-prone process. To streamline this, Zoho Recruit offers a solution: the Create Submission custom function. This function automates the tracking of offline submissions, ensuring all data is accurately recorded and easily accessible for generating comprehensive reports.
To install the Create Submission function;
- Navigate to Setup > Functions (under developer space) > Gallery > Install the custom function Create Submission
- Navigate to Functions > Click on Create Submission > Edit the function > Provide the connection name.
- Mapping Parameters
- If you are a staffing agency, map the following parameters:
- candidateId
- clientId
- jobId
- contactId
- If you are corporate HR, map the following parameters:
- candidateId
- clientId
- jobId
Usable Areas
- Approval Process
- Blueprint
- Workflow
Submission Change Status
If a candidate's status for a job is updated, their submission status for the same matching record will also be updated.
To install the Create Submission function;
Consider Zylker Corp, a company that frequently receives multiple offline submissions via mail and other methods. Tracking the Candidate status of all these submissions manually can be a tiresome and error-prone process. To streamline this, Zoho Recruit offers a solution: the Change Status custom function. This function automates the tracking of candidate status (approved/rejected) offline submissions, ensuring all data is accurately recorded and easily accessible for generating comprehensive reports.
- Navigate to Setup > Functions (under developer space) > Gallery > Install the custom function Change Status
- Navigate to Functions > Click on Change Status > Edit the function > Provide the connection name.
- Mapping Parameters
- candidateId
- jobId
- contactId
- status
Usable Areas
- Approval Process
- Blueprint
- Workflow
Screen Candidates
Candidate screening is a process used to evaluate candidates based on a scale that represents their value to your organization. It helps recruiters prioritize their follow-ups and other engagements with candidates.
To install the Create Submission function;
Consider Zylker Corp, a company that receives a high volume of applications for various job openings. Manually screening each candidate to determine their suitability and prioritize follow-ups can be time-consuming and prone to errors. To streamline this process, Zoho Recruit offers the Screen Candidates custom function. This function automates the screening process by evaluating candidates based on predefined criteria such as phone number, email address, job title, skill set, and industry details.
- Navigate to Setup > Functions (under developer space) > Gallery > Install the custom function Screen Candidates.
- Navigate to Functions > Click on Screen Candidates > Edit the function
- Map the parameters:
- id
- phone.
- email
- title
- skillSet
- resume
- authtoken
Usable Areas
- Approval Process
- Blueprint
- Workflow
Generate Formatted Resume
The Formatted Resume Generator is a gallery function designed to automate the generation of formatted resumes. It can be configured as a post-action within workflows and blueprints, enabling seamless resume generation as part of an automated process.
How it works
Consider Zylker Corp, a company that needs to send consistent, professional-looking resumes to clients. Manually formatting resumes for each candidate can be tedious and time-consuming. To streamline this, Zoho Recruit offers the Generate Formatted Resume custom function. Once installed from the Gallery, the function can be renamed and used with different resume templates, generating resumes automatically whenever a workflow or blueprint action is triggered.
To use this function:
- Navigate to Setup > Functions (under Developer Space) > Gallery and install the Generate Formatted Resume custom function.
- Go to Functions, rename the function based on the template you're using.
- Copy the Template ID from Settings > Formatted Resume and map it in the function parameters.
- Edit the custom function to create a connection, and use the connection name as the invokeUrl parameter within the function logic.
Note:
- Generating formatted resumes using an Advanced Template consumes credits for each resume generated. Upon your credits are exhausted, resume generation will be paused until more credits are purchased.
- If an error occurs during resume generation, you can track it by navigating to:
Settings → Automations → Actions → Functions
Mapping Parameters
Module names – Candidates/Applications
candidateId
templateId
Usable Areas
Workflow
Blueprint
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