Zoho Recruit | Using Calendar

Using Calendar in Zoho Recruit

Knowing your calendar and the various components in it are helpful in planning all your events and scheduled calls efficiently. This help guide will cover some of the components in the Zoho Recruit calendar to help you make better use of it.

Day, Week, and Month View  

You can view your own and other users' calendars using the day, week, or month view.

Pending Invitations  

Check out the invitations that you have not yet responded to.

Accepting Invitations  

Accept or decline event invitations in the calendar.

Invited Events  

Events you have been invited to are marked in your calendar.

Importing and Exporting Events  

Use .ics format files to import calendar events. Exported calendar events will also be in .ics format.

Reminders  

Get reminders before an event or call begins.

Other Users' Calendars

  • Users with the Administrator profile can see all users' events in their calendar.
  • Users without the Administrator profile can see the events of other users if they have the Public Read/Write/Delete or Public Read Only permission enabled in the Data Sharing Settings. This applies regardless of profile permissions and role hierarchy. See also: Setting up Data Sharing Rules.
  • Users who do not have these permissions will be able to see other users' events according to the role hierarchy in Zoho Recruit.
  • Click the My Events & Calls dropdown list and choose All Users' Events & Calls to view other users' events.

Create Events  

Creating events from the calendar is quick and easy. You can either click Create or click on a date or time slot in the calendar to create events. Once created, these events will also be available in the Activities tab. By default, Zoho Recruit provides the following fields for creating an event from the calendar:

Title: Name of the event

Location: Where the event is held

All day: Whether the event lasts all day

From & To: Start and end date and time of the event

Repeat: Whether the event is scheduled on a regular basis

Participants: People invited to the event

Reminder: Whether to set a reminder for the event

The form that you fill in to add an event can be customized. Go to Setup > Customization > Modules > Events > Layout to add or remove fields from the form. You can also mark fields as mandatory. 

To create events from the calendar:

  1. Click Create in the calendar and select Event.
    You can also click on a date or time slot in the calendar to create events.
  2. Specify the Title and Location of the event.
  3. Select the All Day check box if you want to mark it as an all-day event.
  4. Select the From and To date and time.
    This option will not be available if you set the event all day.
  5. Choose the user who will host the event from the Host dropdown.
    The users listed in the Host dropdown will be based on your role hierarchy. The event will be created in the calendar of the user who is hosting the event.
  6. In the Related To field, select the Candidates, Contacts, or Other modules.
  7. Click Add and invite participants to the event. You can select contacts, clients, and users from roles, groups, or territories.
    By default, the Participants option is set to None. You can also enter the email addresses of contacts that are not in your Zoho Recruit account to invite them to the event.
  8. Click Edit if you want to schedule the event to repeat on a daily, weekly, monthly, or yearly basis.
  9. By default, the Repeat option is None.
  10. Set a reminder for the event.
    By default, when you create an event, the reminder settings will be set based on the calendar preferences of the user who is hosting the event. However, you can change them by choosing from the dropdown list.
  11. Click Save

Schedule Calls  

You can schedule calls from the calendar. You can either click Create or click on a future date or time slot in the calendar to schedule calls. Once created, these calls will also be available in the Activities tab. By default, Zoho Recruit provides the following fields for adding a scheduled call from the calendar:

  • Subject: Subject of the call.
  • Call Type: This will be set to Outgoing by default.
  • Call Purpose: The purpose of the call, e.g., negotiation, prospecting, demo.
  • Contact Name and Related To: Contact or other record related to the call.
  • Call details:
  • Call Start Time
  • Call Result
  • Owner: The owner of the record or the user the call is assigned to.

To add scheduled calls from the calendar:

  1. Click Create in the calendar and select Call.
    You can also click on the date or time slot in the calendar to add scheduled calls.
  2. Specify the Subject of the call.
    By default, the Call Type will be Outbound.
  3. Select the Call Purpose from the dropdown list.
  4. Select the CandidatesContacts, or Other modules to specify what the call is related to.
  5. Enter the call's date and start time details.
  6. Select the Owner from the dropdown list.
  7. Set a Reminder for the call.
    The reminder settings in the Calendar Preferences will not be taken into consideration as they are for events only.
  8. Click Add more fields if you need to add more details about the call.
  9. Click Save.

Note

  • You will be able to access the calendars of other users in the organization according to the role hierarchy. You can also add events or calls to other users' calendars. If you create an event or call in your calendar, but choose another user as the host or owner, the event will be added to the host's or record owner's calendar.
  • When you click on an event in the calendar, you can see the event details. These details can be customized in the Page Layout Settings so that users see the most important details.
  • You can view the events and calls in the Day, Week, or Month view.
  • If participants have been invited to an event and you wish to cancel it, you will be given the option to inform the invitees before the event is deleted.

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