Zoho Recruit | Customizing the Home Tab

Customizing the Home Tab

Dashboards are the best way to make sense of the recruitment data your company generates and turn it into actionable intelligence. Seeing streams of information you thought to be discrete interact and influence each other will help you visualize the bigger picture. A well made dashboard will help you start your day methodically as you'll be able to systematically track and manage your day-to-day tasks. 

The Home tab of Zoho Recruit is a quick indicator of the progress of all your hiring activities. It contains components from different modules, such as Candidates, Job Openings, Interviews, and more. One quick glance at the components of the Home tab will tell you how your hiring activities are faring.

In addition to indicating the progress of your hiring activities, the Home tab also serves as a great place to organize your day's work, as well as your teams'. This is possible by means of the three types of views in the Home tab of Zoho Recruit.

Classic View

The Classic View lists two standard components: Tasks List and Today's Events. With the critical components organized by default, this view helps you plan your day better. The Classic View is unique to every user, and shows the respective user's tasks and events. This view cannot be customized.


User's View

Individual users can customize the Home tab for their own account in User's View. You can add components that you wish to track from your Home Tab. These components can be resized and moved around to better fit your needs.


Master View

You can also create and share a common view across roles based on what you want them to see. Using the Master View, you can add components you wish them to look at when they log into Zoho Recruit. Once the Master View is created for a particular role, the users associated with that role will have it as their default Home Tab View each time they log in to Zoho Recruit.


Note:
  1. In the Classic View, you cannot customize the components. The number of records per page can be selected by the user.
  2. You can associate multiple roles with a single Master View, but you cannot share multiple Master Views to a single role.
  3. Each role can have only one Master View. While selecting roles to be associated, if you do not find a role, then that role might already have an active or inactive Home page.

Building a role based Home tab 

Using Zoho Recruit's highly customizable Home tab, you can build role based dashboards for your users and provide full visibility into the essential areas of your hiring process. Each role has varying access to your company's hiring information and enables users to stay focused on their part of the hiring process. This coupled with a customizable dashboard lets you lay out data visually and provide your users with actionable insights.


Switch between Home Tab Views 

By default, the Master View is displayed for all users based on their roles. If the Master View is not created or activated for a role, the Classic view or the Customized View is displayed based on the user's prior selection. Under the Home tab, you can switch to different views from the dropdown list in the top-right corner.

To switch to other views
  1. In the Home tab, click the drop-down in the top-right corner.
  2. Select the desired view from the list that you want to switch to.

Creating the Master View

You can customize the Home page for users based on what you want them to look at when they log into Zoho Recruit. You can share this Home page with multiple roles. This will become their default home page each time they log in to Zoho Recruit. They can switch to other views when required.

Availability

Permission Required: Users with Customize Zoho Recruit permission can customize the Home page.
Edition Required: Available for all editions of Zoho Recruit.
To create a Master View
  1. Go to Setup > Customization > Customize Home Page.
    Alternatively, you can also go to the Home tab, click the dropdown in the top-right corner, and select Customize Home Page.
  2. Click New Home Page.

Adding Dashboards

  1. Click the Dashboard section.
  2. Select components that you want to add to your Home tab from the dropdown list.

Adding Custom Views

  1. Click the Custom View section.
  2. Choose a module and select the custom views you wish to add to your Home tab from the dropdown list.

Adding Special Components (Others)

  1. You can also add components, such as Hiring Pipeline, Recruiter Metrics, or My Actions. 
  2. Click the Others section.
  3. Select the components you wish to add to your Home tab from the dropdown list.
  4. Once you're done, you can resize and move the components as per your needs.

  5. Click Save & Share.
  6. In the Edit Properties window, do the following:
    1. Specify a name for the Master View.
    2. Choose the roles you want to share this with.
    3. Add a description (optional).
  7. Click Save.
Note:
  1. Make sure that the Master View you created is activated for them to reflect in the home page of the associated users. Turn the status icon of the respective Master View on or off to activate or deactivate it.
  2. To delete, customize, or edit the properties of a Master View, hover over the respective Master View from the list and click on the three dots. You can select and execute the required action from the pop-up.

Add Components in User's Home Page

In the User's Home Page, you can add components of your choice. Each component will list data from various other modules, such as the Candidates, Job Openings, Interviews, or Dashboards.

To add components
  1. In the Home tab, go to the User's Home from the dropdown in the top-right corner.
  2. Click More > Add Component.
  3. In the Add Component pop-up window, choose Dashboard, Custom View, or Others in the Get From field.

Dashboards

  1. Select the dashboard that you wish to add a component for, enter the Component Name, and click Save.
     
  2. The selected dashboard will be added as a component in your Home tab.
     

Custom View

  1. Select the module and the required custom view, enter the Component Name, and click Save.

  2. The selected custom view will be added as a component in your Home tab. 
    Only five records will be displayed per page. You can view the multiple pages using the navigation arrows in the bottom-right corner. 
Note:
  1. The My Referrals component lets you track all your referrals directly from your Home tab. This component is only available in the Corporate HR edition of Zoho Recruit.
  2. You can also add new referrals without having to click away from your home page.
     

Others

  1. Select the component you wish to add, enter the Component Name, and click Save.
  2. The component will then be added to your Home tab.
     
  3. The My Actions component lets you access and manage your blueprint transitions, approval requests, interview decisions, and to-dos directly from your Home tab.

Customize Column Headings in Components  

In the Customize view, the components that you add in the Home tab can be list views or data in the form of pipelines, pie charts, or bar graphs, or other visualizations. For List View components, you can add, delet,e and reorder the columns. You can make the changes for the list view, which will then be applied to that component in the Home tab.

To customize column headings
  1. Click the [Module] tab. (Candidates, Contacts, Job Openings, etc.)
  2. Select the view that you want to edit.
  3. Click the Edit link.
  4. In the Edit View page, select and move the fields to the Available Columns list box.
  5. After selecting the columns, you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
  6. Click Save.
  7. The changes will be applied to the related components in the Home tab.