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
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Hiring Manager Submission
In the fast-paced and competitive landscape of talent acquisition, recruiters often encounter obstacles when it comes to sharing candidate profiles, obtaining timely feedback, and effectively progressing candidates through the hiring pipeline. These ...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 ...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 ...Candidate Application Form
Attracting top talent hinges on providing a seamless and engaging candidate experience from the very first touchpoint. The candidate application form serves as the initial gateway for potential candidates to express their interest in your ...Client Portal - An Overview
As a recruiter, having a great relationship with your clients is critical for financial success. It's equally important to cut down lengthy email conversations and to ensure smooth collaboration. In Zoho Recruit's client portal, your clients can ...
New to Zoho LandingPage?
Zoho LandingPage Resources