Zoho Recruit's Vendor Portal is a system to manage relationships and candidates submitted by third-party recruitment/staffing companies. When a Vendor logs in to their vendor portal account, they gain immediate visibility to job (that you've shared), and can submit their best matching candidates. You can then review the shared candidates and provide feedback. The status of candidates is updated within the portal so that Vendors remain aware of the process, every step of the way.

 Availability 

Enabling the Vendor Portal

Customizing Vendor Portal Fields

Sharing Jobs with Vendors

Note:

1. By default, you get 10 free portal licenses. Then, for additional portal licenses, it is $5/portal user/month. Click here to know more.
   
2. Invited portal users are also part of the 10 free portal licenses.
   

To share a job opening with a vendor,

1. Go to the Job Opening you wish to share and click More Actions > Share to Vendors.
   
   
2. Specify the commission, as a fixed price (or) percentage, select the vendors with whom you want to share the job and click Share.
   
   

Submitting Candidates as a Vendor

The first screen the vendor sees after logging in is the dashboard.

1. Click the Shared Jobs tab to see the job positions received from your company.
   
   
2. Select a job to see its details.
   
   
3. Click Add Resume and upload resumes individually (or) in bulk.
   
   
1. For individual uploads, you will be able to review the candidate details parsed from the resume. Once you're done, click Submit Candidate.
   
   
2. For bulk uploads, you will see the progress of your upload in the bottom-right of the page. Note that you cannot upload new files if you have an upload in progress.
   
   
4. You can view their individual candidate records from the Submitted Candidates tab.
   
   
5. Click on a candidate to view their details, resume, notes and more. Keep in mind that only the fields selected while customizing the Vendor Portal will be visible here.
   
   

Note: The information displayed in a candidate's detail view is read-only. Vendors cannot edit a candidate's details once they are added.

Sharing Notes with Vendors

Upon sharing a job opening with a vendor or while reviewing their submitted candidates, you might need to convey instructions or feedback to the vendor. You can accomplish this using the Notes section of the shared job opening or submitted candidate.

To share notes with Vendors;

1. While adding (or) editing a note, click the Share To option and toggle the Vendor Portal checkbox.
   
   
2. Click Save when you're done. Your note will then have a Public Note tag to indicate you've shared it to a portal.
   
   
3. The shared note will then be displayed under the Notes section of the job opening / candidate with a Recruiter Note tag.
   
   

Important Note: Since vendors are not part of your account as a user, the account's primary contact will be the owner for all notes added by vendors. 

Hiring Pipeline for Submitted Candidates

While configuring Vendor Portal, you can enable the Show Candidate's Hiring Pipeline to Vendors option to help vendors stay updated on the status of the candidates they've submitted and what stage of the hiring process they are currently in.

Candidate Unassociated from Job Opening

Candidate Submission Notes

Note: 

1. The Show Candidate's Hiring Pipeline to Vendors option will be available only if Hiring Pipeline is enabled.
   
2. If you have enabled the Applications module then Hiring Pipeline will be enabled by default and cannot be deactivated. However, you can choose to show or hide the hiring pipeline to Vendors using the toggle. 
   

Adding Notes via the Vendor Portal (Vendors-only)

In Zoho Recruit's Vendor Portal, vendors can seamlessly add notes to both candidate submissions and jobs shared by recruiters, enhancing the communication process. This feature allows vendors to provide valuable insights and updates on both job postings and candidates, ensuring recruiters have all the necessary information for a successful hiring process.

By maintaining this open line of communication, vendors and recruiters can collaborate closely to refine job details and candidate profiles, address specific client requirements, and ultimately improve the overall quality of job postings and candidate matches.

Adding Notes to Shared Jobs

1. Log into your Vendor Portal account and click the Shared Jobs module.
   
   
2. Select a job and click the Notes tab.
   
   
3. When you add a note here, it will be visible to recruiters within their Zoho Recruit database.
   
   

Note: For your reference, notes added to the shared job will be also displayed under submitted candidates.

Adding Notes to Submitted Candidates

1. Log into your Vendor Portal account and click the Shared Jobs module.
   
   
2. Select a job and click Add Resume to submit candidate profiles.You can add a note to their record using the Candidate Note section. Click Submit Candidate when you're done.
   
   
3. This note will be stored under along with the submission under the Submitted Candidates module. Here, both notes added by you, the vendor, and recruiters will be displayed.
   
   

Notes: 

1. Since vendors are not part of your account as a user, the account's primary contact will be the owner for all notes added by vendors.
   
2. Vendor notes will be added under the candidate record created via their submission. If your account has the Applications sub-module enabled, then the note will be added under the related application record too. For example, when a vendor submits a candidate John for the Store Manager position, an application named John for Store Manager is automatically created. When a vendor adds a note to John from the vendor portal, it will be added to the application record for you to view.
   
3. Notes added for candidates in your vendor portal will not be displayed under the jobs they have been submitted for.