Territory Management
What is a 'Territory'?
A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, expected revenue, verticals, etc.
What is Territory Management?
When your organization is spread across regions and you have multiple office divisions, departments and numerous recruiters, it is not an easy task to assign client orders to recruitment teams without proper planning. In some cases, it is equally complex to provide access only to selective clients, for individuals from different teams to work together for a common objective.
Territory Management in Zoho Recruit
Profile Permission Required: Users with the Administrator profile can enable this feature.
Key Benefits
- Avoid complex data-sharing structure - Organizations with complex hiring processes can use territories to easily share records with users in different teams. It is also convenient to group records based on the client's characteristics rather than the individual ownership of the records.
- Provide a focused work environment - Distribution of clients by using territories help in creating focused work environments that ensure better engagement. It also increases your teams' efficiency by reducing the travel time and increasing industry expertise.
- Get an accurate evaluation of the team's performance - Generate reports based on territories to evaluate and measure the efficiency of teams by territory. Also, get a better insight into the contribution of each territory.
- Forecast hiring for each territory and set clear goals - Create separate forecast targets for each territory a user belongs to. This will give a clear picture of the goals set for the different territories for users to stay focused.
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