Customizing Layouts and Fields

Layouts and fields in Zoho Recruit let you shape how information is captured and displayed for each module, so recruiters only see the fields relevant to their process.

What layouts and fields do

Fields store individual pieces of data, such as a candidate’s expected salary or a job opening’s department. Layouts group fields into sections and control what appears on a record for a given module, role or record type.

How to customise fields

1. Go to Setup > Customization > Modules and select the module you want to change.
2. Add, edit or remove fields, and choose field types such as text, date, picklist or lookup.
3. Mark fields as mandatory where the information is required to move a record forward.

How to customise layouts

1. From the same module settings, open the Layouts section.
2. Create a new layout or edit an existing one, arranging fields into sections that make sense for your process.
3. Assign the layout to specific roles or record types, so different teams see only what’s relevant to them.

Tips

• Keep layouts focused: remove fields your team doesn’t use to reduce clutter.
• Use separate layouts for different job types or client accounts if they need very different information.
• Test layout changes in a sandbox environment before applying them to your live account, where sandbox is available on your plan.
• Review field-level permissions alongside layouts, so sensitive fields stay visible only to the right people.

Frequently asked questions

What’s the difference between a layout and a field in Zoho Recruit?

A field captures one piece of information, such as a candidate’s phone number, while a layout is the arrangement of fields and sections a user sees for a module.

Can different teams see different layouts for the same module?

Yes, you can create multiple layouts for a module and assign them based on role or record type, so each team sees only the relevant fields.

Who can customise fields and layouts in Zoho Recruit?

Users with the Customize Zoho Recruit permission, typically administrators, can create and edit fields and layouts.

Need help?

Need help tailoring Zoho Recruit’s fields and layouts to your process? Contact support@thoughtlogik.com or see our Zoho optimisation services.