Classic View

User's View

Master View

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 

Switch between Home Tab 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

Availability

Permission Required: Users with Customize Zoho Recruit permission can customize the Home page.

Edition Required: Available for all editions of Zoho Recruit.

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

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  

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.