Zoho Recruit | Configuring Zoho People

Configuring Zoho People

The integration between Zoho Recruit and Zoho People is a dynamic solution designed to unify and streamline the recruitment process from start to finish. By bridging these platforms, it enables a seamless transition from candidate sourcing and selection to the induction of new hires as employees or contractors.

Benefits

  1. Hiring Managers
    Gain efficiency by managing the entire hiring cycle within a single interface, reducing the need to switch between platforms. They can swiftly convert successful candidates into employees or contractors without manual data entry, expediting the onboarding process.
  2. Recruiters
    Experience heightened productivity by automating hiring workflows. They can mark candidates as "hired" in Zoho Recruit, seamlessly updating their details to Zoho People. This eliminates paperwork and the hassle of managing multiple applications.
  3. HR Teams
    Enjoy streamlined processes for onboarding. Once a candidate's status changes within Zoho Recruit, their profile in Zoho People is automatically updated, granting them the necessary access rights and privileges. Additionally, it simplifies compliance management for both employees and contractors.  

How to set up the Zoho People Integration? 

Streamline your recruitment process by effortlessly integrating Zoho People with Zoho Recruit. Follow these steps to seamlessly connect the two platforms, enabling automated updates and smoother transitions for your candidates turned employees or contractors.

Permission Required:
  1. Only users with the Zoho People Integration permission can configure the integration. This is available by default for the Administrator user-profile.
  2. The user must also be an Administrator in Zoho People to configure the integration.
To enable the Zoho People integration;
  1. Navigate to Setup > Marketplace > Zoho > Zoho People.
  2. Enable the toggle to activate the Zoho People integration.

How to map Zoho People fields with Zoho Recruit?

Customize your data management effortlessly by mapping Zoho People fields with their corresponding sections in Zoho Recruit. This configuration ensures seamless data transfer and alignment between the platforms, enhancing accuracy and efficiency in your recruitment workflow.

To map Zoho People fields with Zoho Recruit;
  1. Navigate to Setup > Marketplace > Zoho > Zoho People.
  2. Select a module and map Zoho People fields to corresponding Zoho Recruit fields.
  3. Click Map Section to link Zoho Recruit tabular sections to Zoho People.
  4. If you wish to undo mapping, hover over the mapped section and click Unmap.
  5. Click Save.

Moving attachments from Recruit to People 

While mapping Zoho Recruit field to Zoho People's Onboarding/Employees module, you will have the option to map fields with attachment categories you have in Zoho Recruit. Doing so will automatically move any attachment with the mapped category to Zoho People when you use the Push to Onboarding (or) Convert as Employee function.


Auto-Push Applicant Data

Effortlessly streamline your data flow by enabling the auto-push feature, facilitating seamless transfer of applicant data from Zoho Recruit to your designated module within Zoho People. Simplify your recruitment process with automated data synchronization for enhanced efficiency and accuracy.
  1. Enable the Automatically move candidates to Zoho People toggle.
  2. Choose which module (Employees or Onboarding) you wish to push candidates to and select a candidate status from triggering data movement.
  3. Click Update to save your configuration.

Push Offer Details to Zoho People

Easily sync offer details from Zoho Recruit to Zoho People with a dedicated section for details such as Date of Joining, CTC, and more.
  1. Enable the Push Offer Details to Zoho People toggle.
  2. A pop-up will then be displayed showing you the default field mapping for both the Employee and Onboarding modules in Zoho People. Click Proceed.
  3. A separate section will then be created for Offer Details as shown below.
Notes
Note:
  1. While manually pushing a candidate to Zoho People, Offer Details will be pushed only if the user has permission to access offer fields (both module & field permissions). Similarly, for the offer letter to be pushed to People, the user performing the action should have the required Attachment Permissions.
  2. The mapping of Offer Details with Zoho People fields cannot be changed.
  3. The CTC field will be pushed to Zoho People only if the value is in per month or per year.
  4. Only the latest Offer Letter accepted by the candidate will be pushed to Zoho People.
  5. If a candidate has both Permanent & Contract offers active simultaneously, then only the Permanent offer will be pushed to Zoho People.

Manual Actions

Upon integrating with Zoho People, you will have the following actions available in Zoho Recruit;
  1. Convert as Employee
  2. Push to Onboarding

Convert as Employee

Effortlessly transition successful candidates into employees/users with the Convert as Employee function. Seamlessly update their details in Zoho People, initiating necessary changes and records within the system to reflect their new role within your organization.
Permission Required: Only users with the Convert as Employee profile permission can perform this action. By default, this permission is available for the Administrator and Standard user-profiles.
Follow the steps given below to add a candidate in Zoho Recruit as an employee in Zoho People;
  1. Go to the Candidate and click More Actions > Convert as Employee.
  2. In the Convert Candidate page;
    1. Select Create New Employee or Create New Contractor.
    2. If you convert the candidate into a contractor, the candidate will not have access to the employee portal in Zoho People.
    3. Candidate details will auto-populated based on the field mapping configured while setting up the integration.
    4. Click Convert.
  3. The candidate will then be added as an employee in your Zoho People account.
Notes
Note:
The Duration of a candidate's Education & Experience is stored as a month range (From & To) in Zoho Recruit. This value will be pushed to Zoho People as shown below;
  1. Education Details
    To Date (from duration) will be synced with the Date of Completion field.
  2. Experience Details
    Work Duration will be split into two fields and synced with the From Date & To Date fields.

Push Candidate to Onboarding

Accelerate the onboarding journey by swiftly initiating the Push to Onboarding action within Zoho Recruit. Seamlessly transfer candidate details to Zoho People, expediting their integration into your company's onboarding processes and workflows.

Follow the steps given below to move a candidate in Zoho Recruit to the Onboarding module in Zoho People;
  1. Go to the Candidate and click More Actions > Push to Onboarding.
  2. In the Push to Onboarding page;
    1. Fill-in (or) map fields if necessary.
    2. Candidate details will auto-populated based on the field mapping configured while setting up the integration.
    3. Click Convert.
  3. The candidate will then be added to Organization > Onboarding in your Zoho People account.
Notes
Note:
The Duration of a candidate's Education & Experience is stored as a month range (From & To)  in Zoho Recruit. This value will be pushed to Zoho Poeple as shown below;
  1. Education Details
    To Date (from duration) will be synced with the Date of Completion field.
  2. Experience Details
    Work Duration will be converted to number of months and synced with the Duration field.

    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 FormsEnterpriseBegin 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 onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            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 Marketing Automation

                                                      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 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

                                                                                                              • Zoho Forms Integration

                                                                                                                Introduction For agencies or corporate companies, collecting and processing candidate details, key information, skill set, assessments and is definitely a challenge owing to the huge volume of resumes that come in on a regular basis. With the Zoho ...
                                                                                                              • Zoho Workerly Integration

                                                                                                                The Zoho Workerly integration allows you to integrate your Zoho Workerly account with Zoho Recruit. You can now easily convert a candidate to temp. Every candidate converted to temp in Zoho Recruit gets updated in the corresponding Zoho Workerly ...
                                                                                                              • Integration with Zoho Campaigns

                                                                                                                The Zoho Campaigns integration with Zoho Recruit meets the email marketing needs during your recruitment process. With this integration, you can sync your Recruit contacts with Zoho Campaign's mailing lists, send them mass emails, and track their ...
                                                                                                              • Integrating with Zoho People

                                                                                                                Hiring managers need solutions that allow them to complete tasks without having to switch between different platforms. This streamlines the entire recruiting workflow; from sourcing to hiring and converting a hire into an employee. How does this ...
                                                                                                              • Import Candidates from documents

                                                                                                                Zoho Recruit's integration with Daxtra (resume parsing software provider), helps automatically parse candidate details from documents and add them to your candidate database, along with the attached resume. The records are easy to search and you can ...
                                                                                                                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