How to Set Up Zoho Recruit for Your Organizati
Introduction
Zoho Recruit is a cloud-based applicant tracking system (ATS) that helps staffing agencies and HR teams streamline their hiring process. Before you start posting jobs or managing candidates, it’s important to configure Zoho Recruit to suit your organization’s unique structure and recruitment workflow. This guide walks you through the initial setup process.
Step-by-Step Instructions:
Create a Zoho Recruit Account
- Visit https://www.zoho.com/recruit/. Click Sign Up and create your account using your email address. Choose between Corporate HR or Staffing Agency during onboarding.
Define Your Organization Settings
- Go to Setup (⚙️ icon) > General > Company Details. Enter your organization name, industry, and location. Upload your company logo for branding.
Add Users and Define Roles
- Navigate to Setup > Users & Control > Users. Click Add User to invite recruiters, hiring managers, and admins. Define roles and profiles to set access levels and responsibilities.
Customize Modules and Layouts
- Go to Setup > Customization > Modules. Rename modules if necessary. Customize layouts and fields to match your data need
Configure Email and Communication Settings
- Setup your email account in Setup > Channels > Email. Enable templates, notifications, and sync options.
Create and Publish Job Openings
- Go to Job Openings > + Add Job Opening. Enter details and publish to your career site or job boards.
Set Up Workflows and Automations
- Go to Setup > Automation > Workflow Rules. Automate emails, tasks, or status updates. Use blueprints for custom processes.
Integrate with Other Zoho and Third-Party Apps
- Go to Setup > Marketplace > All Apps. Connect Zoho Recruit with Zoho People, CRM, Zapier, Slack, etc.
Set Up Reports and Dashboards
- Navigate to Reports > + New Report to create reports. Use dashboards for KPIs like time-to-hire and job status.
Enable GDPR and Compliance Settings
- Go to Setup > Compliance Settings. Enable GDPR compliance, data encryption, and candidate consent forms.
Tips:
- Start with a test job opening to get comfortable with the workflow.
- Use Zoho Recruit’s mobile app to manage hiring on the go.
- Use templates for job descriptions, emails, and offer letters to save time.
- Schedule regular reviews of automation and permissions as your team grows.
