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:
- 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).
- Applied: Candidates and contacts who apply for a job via the Career website or a job board fall under this category.
- Referred [Corporate HR only]: Candidates that are referred by your employees fall under this category.
- Agency [if Vendor Portal is enabled]: Candidates that are submitted by your vendors via the Vendor Portal fall under this category.
Note:
- The Origin value of a record can only be changed using Mass Update
- This change can be viewed under the activity log
- 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.
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