Zoho Recruit | Record Origin

Record Origin

The Origin value of a record indicates how it entered your system. Origin is the precursor to a record's source, and is used to group various source values into broader categories.

For example, under the origin value of “Sourced”, you’ll see the candidates you added using Resume Inbox (the addRecords API), the ones you manually added, and the ones you imported. If you need to create a report for how many candidates you've sourced, you can simply filter by origin = Sourced, instead of adding each of these individual sources. The same can be applied to contacts.

Zoho Recruit offers four classifications of record origin:
  1. Sourced: Candidates and contacts that you manually add, import, add with API, or add using the Resume Inbox feature fall under this category (Added by user, Resume Inbox, Imported & API).
  2. Applied: Candidates and contacts who apply for a job via the Career website or a job board fall under this category.
  3. Referred [Corporate HR only]: Candidates that are referred by your employees fall under this category.
  4. Agency [if Vendor Portal is enabled]: Candidates that are submitted by your vendors via the Vendor Portal fall under this category.
Note:
  1. The Origin value of a record can only be changed using Mass Update
  2. This change can be viewed under the activity log
  3. When a candidate is referred, the name of the employee who submitted the referral is mentioned under the Origin field.

Where do I use Origin?

The origin value can be used to create workflow rules, reports, custom views, and filters.

Workflow

You can create and associate a workflow rule with an origin value. If you create a workflow notification with this rule, all the candidates or contacts under this origin (with varying source values) will be included. You can do the same using their source values, but you'll have to manually add the sources one by one.


Reports

You can create reports targeting candidates or contacts using their origin values. This will allow you to track, measure, and optimize your candidate or contact database as you can gain unique insights. Similar to the workflow case, you can also use source to achieve this. However, you'll have to add each source manually.



Additionally, the Pipeline Conversion Insights report has been modified to accommodate record origin values. You can use the toggle to switch between Origin and Source.

Custom Views & Filters

You also can filter candidates by origin using the advanced filters or by creating custom views. This will enable you to isolate, view and access records with a common origin value.

The advanced filters option is a quick and easy way to filter records. If you are required to use the filter often, then creating a Custom View could save you a great deal of time.



    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





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

                      Write to us: support@zohoforms.com


                            




                            

                        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 SalesIQ Resources



                                                  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

                                                                                    • Advanced Search (New UI)

                                                                                      Zoho Recruit's Advanced Search helps you locate specific information or records without having to go through your entire database. Furthermore, you can use Radius Search and additional filter criteria for improved accuracy. Filter records based on ...
                                                                                    • Common Operations

                                                                                      Navigate Records Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Recruit allows easy movement between records; provides options to choose the number of records to be displayed in one page; and ...
                                                                                    • Slack for Zoho Recruit

                                                                                      Introduction Zoho Recruit and Slack have teamed up for an integration that makes it easier to discuss hiring-related matters using direct messaging from within Recruit. There's no more need to go to the trouble of booking rooms, aligning schedules, ...
                                                                                    • EEO compliance

                                                                                      An employer who agrees not to discriminate against an employee or a job applicant because of race, color, religion, national origin, sex, physical or mental disability or age is an equal opportunity employer. Organizations that promote EEO attract ...
                                                                                    • Ytel for Zoho Recruit

                                                                                      With Ytel extension for Zoho Recruit, you can now send message to Candidates and Contacts right from inside Zoho Recruit. You can also create templates for the messages. You can also view all the Ytel account details along with the numbers present ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

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



                                                                                      eBooks

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



                                                                                      Webinars

                                                                                      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