Customizing the Offers Sub-module
Zoho Recruit’s Offers sub-module offers extensive customization options, allowing you to tailor the module according to your unique requirements. Below, you will find detailed explanations of the different customization sections available under Setup > Customization > Modules > Offers.
Layouts
In the Layouts section, you can enhance the functionality of your offer records. This includes adding new fields to offer records, reordering or removing existing sections, and modifying the sub-module's name and access permissions. Whether you need to capture specific data or adjust the interface to match your workflow, this section empowers you to design the layout tailored to your needs. See More Module Customization
To add a new field to the Offers sub-module;
- Navigate to Setup > Customization > Modules > Offers > Layouts.
- Drag and drop the field type you wish to use. In this example, we will be using a Picklist type field to specify the Salary Slab of the offer.
- In the Field Properties pop-up, enter the Field Label and click Done. For the picklist field example, you would need to enter the picklist options, select a default value and add a tooltip if necessary.
- The field will then be added to the Offers sub-module layout.
- Click Save Layout to finalize your changes. The newly added field will now be available while generating offer letters.
Fields
Under the Fields section, you can view a comprehensive list of all fields within the offers sub-module. Each field’s data type is clearly outlined, and more importantly, you can configure access permissions for different user profiles. This customization level allows you to control who can read, write, or hide specific fields, ensuring data security and user-specific interactions within the module.
Layout Rules
The Layout Rules section provides advanced customization options by enabling you to set conditional layouts for offers. Based on the data entered into specific fields, you can dynamically control the visibility of certain fields or sections. This flexibility ensures that HRs only see relevant information, simplifying their workflow and enhancing their overall user experience. See More Layout Rules
Validation Rules
Validation Rules are essential for maintaining data accuracy and consistency. You can define rules governing the data entered into fields. These rules can be based on specific criteria or custom functions, ensuring that the information entered adheres to your organization’s standards and defined syntax. This helps prevent errors and maintains the integrity of your data. See More Validation Rules
Links and Buttons
The Links and Buttons section lets you can add custom links and buttons to the offers sub-module. These can be strategically placed for quick access to external URLs or to execute specific custom functions. This customization option enhances HR efficiency by providing shortcuts to essential resources or actions directly from the offers interface. See More Custom Links & Buttons
Tags
The Tags section allows you to create and manage colored tags specific to the Offers sub-module. Tags offer a simple yet effective way to categorize and organize your offers. By assigning relevant tags to offers, you can quickly identify and sort them based on different criteria, streamlining your workflow and improving overall organization. See More Adding Tags
Summary
The Summary section offers a comprehensive overview of all the configurations you have made within the Offers sub-module. It provides detailed statistics, including the number of fields, buttons, and links created. Additionally, you can track the total count of workflows, approval processes, and templates established. This gives you a bird's eye view of your customization efforts, ensuring you stay informed about the module's setup and functionality.