How to Set Up Zoho Recruit for Your Organizati

Zoho Recruit is a cloud-based applicant tracking system that helps staffing agencies and HR teams streamline hiring. Before posting jobs or managing candidates, it’s worth configuring Zoho Recruit to match your organisation’s structure and workflow.

How to set up Zoho Recruit

1. Create your account: sign up with your email address and choose between Corporate HR or Staffing Agency during onboarding.
2. Define your organisation settings: go to Setup > General > Company Details, enter your organisation name, industry and location, and upload your logo.
3. Add users and define roles: go to Setup > Users & Control > Users, click Add User to invite recruiters, hiring managers and admins, and set roles and profiles to control access.
4. Set up workflows and automation: go to Setup > Automation > Workflow Rules to automate emails, tasks or status updates, and use blueprints for custom processes.
5. Integrate with other apps: go to Setup > Marketplace > All Apps to connect Zoho Recruit with Zoho People, Zoho CRM, and other third-party tools.
6. Set up reports and dashboards: go to Reports > + New Report, and use dashboards to track KPIs like time-to-hire and job status.
7. Review compliance settings: go to Setup > Compliance Settings to review data protection options such as candidate consent forms, and confirm current UK data protection requirements with your own compliance advisor.

Tips

• Start with a test job opening to get comfortable with the workflow.
• Use the Zoho Recruit mobile app to manage hiring on the go.
• Use templates for job descriptions, emails and offer letters to save time.
• Review automation and permissions regularly as your team grows.

Frequently asked questions

What’s the first step in setting up Zoho Recruit?

Create your account and choose whether you’re setting up for a Corporate HR team or a Staffing Agency, then configure your company details.

Where do I add users and set their roles?

Go to Setup > Users & Control > Users, then add users and assign roles and profiles to control access levels.

Can I automate parts of the hiring process from the start?

Yes, Setup > Automation > Workflow Rules lets you automate emails, tasks and status updates, and blueprints support custom multi-step processes.

Need help?

Need help setting up Zoho Recruit for your organisation? Contact support@thoughtlogik.com or see our Zoho implementation services.