Zoho Recruit | Candidate Portal Overview

Candidate Portal: An Overview


The Candidate Portal is a dedicated platform where candidates can apply for positions and track their application progress. Upon logging in, candidates can update their profile, check application status, and receive real-time status updates. This platform streamlines the recruitment process, ensuring a seamless experience for both candidates and recruiters.

Availability

Available for Profile Permissions User with admin profile 
Editions Staffing Agency and Corporate HR
Plans Enterprise, Professional, Zoho One, and People plus

Key Features 

The primary purpose of the Candidate Portal is to simplify job applications. Key features include:

 For Recruiters 

  1. Monitor candidate progress in real-time
  2. Saves time by reducing manual effort in processing applications
  3. Tailor the portal to match your company’s identity

 For Candidates 

  1. Apply for any new job opening without filling in details—your information will be auto-populated from your candidate profile
  2. Complete evaluations directly within the portal
  3. Save jobs to review them later
  4. Update your personal and professional details anytime

Portal Setup & Configuration

1. Enabling the Candidate Portal  

1. To enable the Candidate Portal, navigate to Setup > Portal Setup > Candidate portal


2. Turn ON the toggle button.


2. Candidate Portal Customization

Customization is key to delivering a seamless and engaging candidate experience. In this section, we will explore how you can tailor the Candidate Portal to align with your brand identity and enhance candidate interaction.

What You'll Learn:

  1. Header & Appearance Customization – Branding, fonts, colors.
  2. Form Settings – Configuring signup options, including standard and smart signup methods.
  3. Tab Management – Controlling the visibility and functionality of key sections like Profile, Applications, and Saved Jobs.
  4. Additional Settings – Assigning candidate owners, enabling email verification, and using tags for better organization.
To customize the portal,

Navigate to Setup > Portal Setup > Candidate Portal > Customize

The default layout of Candidate Portal will open, allowing you to select the desired part and use the available customization options.

2.1 Header Customization   

Modify the portal’s header to match your brand identity:
  1. Background Settings:
    1. Upload a background image
    2. Set a background colour
    3. Adjust transparency levels
  2. Branding Elements:
    1. Upload a Portal Logo
    2. Add a Portal Favicon

2.2 Appearance Customization

The appearance settings allow you to modify the visual aspects of the candidate portal.
  1. Choose a Font type
  2. Customize Heading text color
  3. Customize Body text color
  4. Define the Brand color to maintain consistency




5. Additional Settings  

Manage additional portal functionalities:

  • Assign a Candidate Owner: Automatically assign an owner to each candidate profile

  • Tags: Use tags to categorize and manage candidates efficiently

  • Email Verification Message: Upon signing up using the registration form, candidates will see the following message in a pop-up informing them that a verification email has been sent to their registered email address.

After making the necessary changes, click Preview to see how the portal will appear to candidates. Once satisfied, click Save & Publish to apply the change.

3. Configuring Email Templates

You can customize email templates to ensure personalized communication. These templates can include:

  • Account Confirmation – Sent when a candidate registers through the signup form (standard signup). The candidate will receive this email to confirm their account.

  • Password Reset via OTP – Sent when a candidate requests to reset their password using a one-time password (OTP).

  • Invitation Email – Sent when a user invites a candidate. The candidate will receive this email with the invitation details.

To customize the email templates,

  1. Navigate to Setup > Portal Setup > Candidate Portal

  2. Under Email Notifications, locate the default email templates.

  3. Click on any template to open it.

  4. Customize the template as needed and Save your changes

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