Candidate Review Form
Introduction
Candidate review form is an easy and efficient way for your clients to approve/reject candidate profiles you submit.
How it works
By default, the link to the review form is embedded in the Submit To Client email template. Your clients can then click on the link and review the candidate profiles you send using the respective buttons provided. They can also add comments if they feel the need to do so.
After your client approves/rejects a candidate, the candidate’s status in Zoho Recruit is automatically updated.
How to embed in custom templates
To embed the review form link in your custom email template,
- Go to Setup > Templates > Email Templates.
- Click on the New Template button.
- Then, select the Module Type from the drop-down list and check the Include Candidate Review Form checkbox.
Note: The Review Form merge field will be available only if the Module Type is Clients - The merge field value will then appear as a link when you send an email using the edited template.
Customization
To customize the review form,
- Go to Setup > Customization > Templates > Email Templates.
- Select the Submit to Client template (or any other template which has the review form included) and click Edit.
- Click the Customize button located near the Include Candidate Review Form checkbox.
- Add/Remove fields as per your requirements using the toggles and click the Preview button.
- The preview option will show you how the fields you selected will be displayed in the Review Form.
- Click Save once you're done.
What your Clients See
When you submit candidate profiles to your clients using the Submit To Client email template (or any other template with the review form merge tag), the review form link is embedded with it.
They can then Approve/Reject the candidate profiles you submit.
Note:
- The Approve/Reject buttons are deactivated by default and work according to your clients’ rating of the candidate.
- If they rate them 3★ or above, the Approve button will be activated.
- If they rate them 2★ or below, The Reject button will be activated
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