Zoho Recruit add-in for Microsoft Outlook
- Add candidates or contacts
- Associate job openings and tags with candidates
- Add notes and create to-dos for the candidates or contacts
- Parse attachments
Availability:
Profile Permission Required: Users with "Integration with Microsoft Outlook" permission in profile can only access the Outlook add-in.
Installing the add-in
- Log in to your MS Office account and go to Appsource.
- Search for "Zoho Recruit for Email" and click Get.
- Once the add-in is installed, the Zoho Recruit for Email option will be displayed under the More Actions button.
Understanding the add-in
- View candidates and contacts who already exist in your Recruit account
- Associate Tags and Job Openings to candidates from your mailbox
- Add users directly to your Recruit account from your Outlook email as either candidates or contacts
- Parse attachments from your email at the click of a button
- Add notes and to-dos for your candidates and contacts without having to go to your Recruit account
To add a candidate or contact
- Choose any email from your Outlook inbox.
- Click Zoho Recruit for Email from the list of add-ins.
- If the user is not in your Recruit account, the Add as Candidate or Create Contact option will be displayed.
- Click on either Candidate or Contact and enter the details.
- Click Add Candidate or Add Contact.
Associating Job Openings and Tags
- Open a candidate record and click on the More Actions button on the top right.
- Choose Associate Job Opening in the drop down box.
- In the list of job openings, choose the job that you want to associate the candidate with and click Associate.
- To associate Tags, follow the steps mentioned above and select Associate Tags in the drop down box.
- Add your tags in the dialogue box and click Associate.
Editing candidates or contacts
Parsing Attachments from your mailbox
- Parse resumes from your Outlook inbox and add them as a candidate in your Zoho Recruit database. The Outlook plug-in lists the attachments from your mail when you select Parse Attachments in the drop-down.
- To parse the resumes, select the required resumes in the add-in and click Parse Now.
- The records created from the parsed resumes will be available in your Zoho Recruit account.
Adding to-dos
- Choose an email from your inbox and click the more actions button.
- Choose the Zoho Recruit add-in and pin it to your window.
- Open a candidate or contact record.
- Click the To-Dos tab and choose Create a To-Do.
- In choose a to-do, select Task, Call, or Event.
- Click Add.
Adding notes
- Choose an email from your inbox and click the more actions button.
- Choose the Zoho Recruit add-in and pin it to your window.
- Open a candidate or contact record.
- Click the Notes tab and choose Create a Note.
- Enter a title and select Call, Meeting, Notes or Others.
- Click Add.
- You also have the option to add an email as a note.
Deactivating the MS Outlook add-in
- A user can parse an attachment/resume for an existing candidate even if they don’t have the edit permission for candidate module.
- A document from Outlook add-in will be added to Zoho Recruit by a user who does not have "Resume" Attachment Category upload permission.
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