Zoho Recruit | Working with Candidates

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, source boosters, email campaigns etc. Once the candidates are sourced, it is essential to manage them and follow them up until the candidates qualify to prospective hires. The recruitment department's approach in managing candidates can significantly impact the success of an organization.
The terminology related to candidate management may differ across industries, but the basic process remains the same. The Candidate module in Zoho Recruit helps you manage your candidates. In Zoho Recruit, candidate details contain a combination of company (client), person (contact), and business opportunity (job opening), depending on your ATS requirement.

Availability

Profile Permission Required: Access to the Candidates Tab requires View, Create, Edit, Share and Delete permissions.

Manage Candidates in Zoho Recruit

  1. Customize Candidate Details according to your organization's Recruitment processes. Use the existing fields, disable some of the standard fields, change the order of the fields and sections or add new custom fields.
  2. Add candidates into your ATS account. Set up the candidate generation process by using web forms to capture candidates from your website, import candidates or directly add them by completing the candidate form.
  3. Assign candidates to the correct recruiter manually or using the Candidate Assignment rules.
  4. Follow-up with the candidate until it reaches a certain stage then convert the candidate to contact. While converting candidates to contacts, clients and contacts are created automatically.
  5. Follow up the candidates further in the Job Openings module.

Candidates Home Page

Click the Candidates tab to view the Candidates Home page and perform the following operations:
  1. The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as Unread Candidates, Converted Candidates, Recently Created Candidates, etc.
  2. Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  3. Mass email the candidate by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
  4. Use the Candidate Tools option to perform some common operations such as mass transfer, mass delete, set up assignment rules, export candidates, etc.
  5. Search Candidates by alphabet, by information, or by criteria.
  6. Filter candidates based on priorities using the advanced filters.
  7. Print the candidates along with the necessary details

    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










                                    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

                                                                                                      • Job Mailbox to associate candidates automatically with a job

                                                                                                        How to automatically associate candidates with a job opening? Edition Required: Available for all paid plans of both the Staffing Agency and Corporate HR editions of Zoho Recruit. In Zoho recruit, when you publish a job opening in any job board or ...
                                                                                                      • Working with Drafts

                                                                                                        The Save as Draft feature in Zoho Recruit is a powerful tool that can help you save time and safeguard your work, especially when interruptions occur. It allows you to save records with minimal information, and automatically drafts the records every ...
                                                                                                      • Working with Kanban View

                                                                                                        Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can organize the candidates based on their status or categorize your hiring depending on different stages. This sort of ...
                                                                                                      • Mass Invite Candidates

                                                                                                        Note: To enable Mass Invite, Candidate Login has to be enabled under Career Site Integration. A maximum of 100 invites can be sent per day. Mass Invites are also notified in the Activity Log. Candidates can now be invited to your Career Site in two ...
                                                                                                      • GDPR for Candidates

                                                                                                        No matter where applicants are applying from, there will be an additional field under web forms. This field would ask for their confirmation for their data to be processed. For new web forms, you will see a default Compliance Information section to ...
                                                                                                        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