Zoho Recruit | Creating Candidate Records

Creating Candidate Records

Methods

There are multiple ways for creating candidate records in Zoho Recruit, namely;
  1. Entering data in the candidate details form: You can manually fill in the Candidate details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc.
  2. Importing candidates from external sources: You can gather data through various sources, e.g. purchasing a candidates' database, candidates from different business units, etc. and import the CSV and XLS files into Zoho Recruit.
  3. Capturing candidates from the website: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly in the Candidates module. 
Note:
  1. Some of the standard fields may not be visible or editable depending on your organization's business process.
  2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator. 

Create Candidate Records Individually 

You can create candidate records manually by entering the details in the candidate form. For instance: While traveling you met a person who showed some interest in your job opening or company. You gave the candidate business cards and assured them you would contact him or her again with more details about the job. The next day, you create a candidate record manually with the available details and contact the person. In such cases, it is easy to manually enter in the available details and create a candidate record instantly.

You can create a candidate record individually by using the following:
  1. Filling in the details in the candidate creation form.
  2. Cloning the candidate with a few changes in the existing record. 
Note
  1. By default, the person who creates the candidate record is its assigned owner.
  2. To change the record owner, click the  Change  link in the  Candidate Owner  field from the  Candidate Details  page and select another user. 

To create candidate records individually
  1. In the  Candidates  module, click on the Add (+) button .

  2. In the  Create Candidate  page, enter the candidate details.
  3. Click on Save.
To clone candidates 
  1. In the  Candidates  tab, click a particular candidate that is to be cloned.
  2. In the  Candidate Details  page, click the More  icon.
  3. Click on Clone.


  4. In the  Clone Candidate  page, modify the required details.
  5. Click  Save

Qualify Candidates 

After collecting the candidate details in your Recruit account, the next stage is candidate qualification. With further negotiations or follow up, the candidate can be qualified into a business opportunity. In this stage, the focus is on evaluating candidates based on their interest and readiness to be promoted to sales.

Following are some of the methods for candidates qualification:
  1. Phone Call:  A direct and quick follow up method after the candidate generation to initiate further discussion on the hiring process.
  2. Direct Mail:  A traditional approach of delivering materials such as advertising circulars, brochures, catalogs, and other commercial materials through postal mail.
  3. Email:  Send email communications to enhance business relationships if the email addresses are captured during the candidate generation process. This enables a quicker method to send specific or mass mailings to qualifying candidates.
  4. Meeting:  A one-to-one personal meeting or a scheduled online meeting provides a good approach for further development towards the next stage.
  5. Documents:  The process of exchanging documents to understand the prospective business, enabling clarity of expectation and understanding to provide business solutions.
  6. Notes:  Notes in the form of remarks or comments included during the follow-up sessions that act as a record of the previous follow-ups during the qualifying stage. 

Associate Candidates with Other Records 

As a qualification of candidates is the focus, associating various records with the candidates is the next step. You may need to associate candidates with other records until the candidate reaches a certain stage where it can be converted to  Job Opening  as per your organization's hiring process.
In the  Candidate Details  page, you can associate the following:
  1. Open Activities: To add tasks and events (meetings and calls).
  2. Closed Activities: To archive closed activities.
  3. Attachments & Notes: To attach documents and notes.
  4. Mails: To send e-mail messages to the selected candidate.
  5. Campaigns: To associate many campaigns to a single candidate.
  6. Social Interactions: To view the Twitter and Facebook interactions associated with the candidate and send messages, like posts, retweet, etc.

To access Candidates related lists 

  1. Click the  Candidates  module. 
  2. Click the desired record.
  3. In the Candidate's details page, under  Related List  section, click on the required related list name to navigate to the corresponding section.


  4. You can add a new related list by clicking on the Add (pen) icon beside Related List. You can add new items to existing related lists by clicking on the add icon that appears when you hover your mouse over a related list's name.

Access More Candidate Options

You can access more candidate options by clicking on the  More  icon in the Candidate's Details page.

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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

                                                                                                              • Creating Contacts

                                                                                                                Methods In Zoho Recruit, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through ...
                                                                                                              • Creating Job Openings

                                                                                                                Methods In Zoho Recruit, you can create job openings by: Entering data in the job opening details form: You can manually fill in the Job Opening details gathered from various external sources. Importing job openings from external sources: You can ...
                                                                                                              • 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 ...
                                                                                                              • Working with Candidates

                                                                                                                Introduction Candidates play a very important role in an organization's Recruitment process. Sourcing candidates and managing them are the initial stages in the recruitment process. Candidates can be obtained through job boards, career website pages, ...
                                                                                                              • Mass Invite (Candidate Portal)

                                                                                                                Zoho Recruit lets you send out portal invitations to candidates in bulk, making it easier for adding and managing sizeable talent pools. Important Note: You must have Candidate Portal enabled if you wish to Mass Invite candidates. You can only invite ...
                                                                                                                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