Zoho Recruit | Candidate Review Form

Candidate Review Form


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,  
  1. Go to Setup > Templates > Email Templates.
  2. Click on the New Template button.

  3. 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 
  4. The merge field value will then appear as a link when you send an email using the edited template.


To customize the review form,

  1. Go to Setup > Customization > Templates > Email Templates.
  2. Select the Submit to Client template (or any other template which has the review form included) and click Edit.
  3. Click the Customize button located near the Include Candidate Review Form checkbox.
  4. Add/Remove fields as per your requirements using the toggles and click the Preview button.

  5. The preview option will show you how the fields you selected will be displayed in the Review Form.
  6. 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.

  1. The Approve/Reject buttons are deactivated by default and work according to your clients’ rating of the candidate.
    1. If they rate them 3★ or above, the Approve button will be activated. 
    2. If they rate them 2★ or below, The Reject button will be activated

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Customize candidate application form

                                                                                            Using a candidate application form is the first step towards sourcing active candidates. Zoho Recruit provides you a default application form, so you can choose between the optional and mandatory fields required for candidates to fill in. To ...
                                                                                          • Candidate Aspect

                                                                                            The candidate aspect of Zoho Recruit’s One-way Video Interview involves recording your response and submitting them to the interviewer for evaluation.  Availability Browser: Available only for Chrome/Firefox browsers. How  do I record a one-way video ...
                                                                                          • Parsing Review

                                                                                            Introduction  Parsing Review lets you review information obtained from our parser for mismatches and discrepancies. The Parsing Accuracy is displayed along with the parsed values.   The Parsing Review toggle works only for the Resume Inbox and Paste ...
                                                                                          • Submissions sub-module

                                                                                            Screening and evaluating candidates is a vital part of every hiring process. Once a candidate is screened, their profile is sent to the client-contact (for Staffing Agencies). Keeping track of the submissions you make is critical as it may ...
                                                                                          • Creating Candidate Records

                                                                                            Methods There are multiple ways for creating candidate records in Zoho Recruit, namely; Entering data in the candidate details form: You can manually fill in the Candidate details gathered from various external sources, e.g. trade shows, exhibitions, ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources