Zoho Recruit Online Help

Setup

Organizational Settings

  1. How can I view the activity log?
  2. How can I assign primary contact?
  3. How can I view and export the audit log?
  4. How can I activate multi-currencies & add home currency? 
  5. How can I add multiple currencies?
  6. How can I change the currency exchange rate?
  7. How can I activate currency?
  8. How can I deactivate currency?
  9. How can I set the currency locale?
  10. How can I personalize my company's logo?
  11. How can I set the organization time zone?
  12. How can I set the fiscal year?
  13. How can I edit the company details?
  14. Who is the primary contact for my organization? How can I change the primary contact?

Personal Settings

  1. How can I add a signature to email messages?
  2. How can I change the locale information?
  3. How can I change the name format?
  4. How can I change my password?
  5. How can I change themes?
  6. How can I delete my Zoho account?
  7. I forgot my password. How can I reset it?
  8. How can I update my personal information?
  9. How can I configure my IMAP Account?

User Permissions

  1. How can I create data sharing rules?
  2. How can I manage the data sharing process?
  3. How can I set access permissions for custom links?
  4. How can I set access permissions for fields?
  5. How can I control permissions?
  6. How can I create user profiles?
  7. How can I assign roles to users?
  8. How can I create user roles?
  9. How can I create groups?
  10. How can I edit groups?
  11. How can I delete groups?
  12. How can I assign users to groups?
  13. How can I add users?
  14. How can I re-invite users?
  15. How can I activate/deactive users?
  16. How can I edit user details?

Territory Management

  1. What is territory management?
  2. How can I enable territory management?
  3. How can I create a territory?
  4. How are territories assigned?
  5. How can I assign territory rules?
  6. How can I run rules to assign territories automatically?

Customization

Field-Level Customization

  1. How can I add attachment category?
  2. How can I edit attachment category?
  3. How can I delete attachment category?
  4. How can I add custom fields?
  5. How can I edit custom fields?
  6. How can I delete custom fields?
  7. How can I display required fields or hide unwanted fields?
  8. How can I add multi-select pick list values?
  9. How can I add pick list values?
  10. How can I create auto number fields?
  11. How can I create currency fields?
  12. How can I create formula fields?
  13. How can I create lookup fields?
  14. How can I create the terms of service field?
  15. How can I map candidate and contact fields?
  16. How can I map dependency fields?
  17. How can I add custom links?
  18. How can I add note types?
  19. How can I edit note types?
  20. How can I delete note types?

Page-Level Customization

  1. How can I customize page layout?
  2. How can I organize page details?
  3. How can I customize related lists?
  4. How can I customize search layout?

Module Customization

  1. How can I add custom modules?
  2. How can I edit custom modules?
  3. How can I delete custom modules?
  4. How can I link custom modules with other modules?
  5. How can I create custom list views?
  6. How can I clone custom list views?
  7. How can I set up default list view?
  8. How can I specify list view criteria?
  9. How can I set the business card view?
  10. How can I edit criteria patterns?
  11. How do I add Custom Buttons?

Tabs

  1. How can I organize tabs?
  2. How can I rename tabs?
  3. How can I group tabs?

Templates

  1. How can I create email templates?
  2. How can I edit email templates?
  3. How can I delete email templates?
  4. How can I create email template folders?
  5. How can I create mail merge template folders?
  6. How can I import mail merge templates from MS Word?
  7. How can I delete mail merge templates imported from MS Word?
  8. How can I create SMS templates and folders?
  9. How can I edit SMS templates and folders?
  10. How can I delete SMS templates and folders?

Copy Customization

  1. How can I process copy customization?

Job Boards & Resumes

Job Boards Management

  1. How can I enable job board publishing?
  2. How can I disable job board publishing?
  3. How can I post jobs to job boards?
  4. How can I republish jobs in job boards?
  5. How can I post new job openings to job boards?
  6. How can I post new job openings to published websites?
  7. How can I map fields while posting jobs to job boards?
  8. Why it is important to map additional job board fields?
  9. How can I enable job posting to CareerBuilder?
  10. How can I enable job posting to Glassdoor.com?
  11. How can I edit CareerBuilder login credentials?
  12. How can I check the status of the published job openings in CareerBuilder's response mail?
  13. How can I post jobs to LinkedIn?
  14. How can I post sponsored jobs to Indeed.com?
  15. How can I find resumes and add them to Zoho Recruit using Indeed Resume Search?
  16. How can I find resumes and add them to Zoho Recruit using Monster Resume Search?
  17. How can I get candidate contact details through Indeed search?
  18. How do I post jobs to Broadbean?

Resume Management

  1. How can I submit resume to a client?
  2. How can I submit resumes in bulk to a client?
  3. How can I submit resume to the hiring manager?
  4. How can I submit resumes in bulk to the hiring manager?
  5. How can I import candidate details from documents?
  6. How can I configure field mapping?
  7. How does Paste the Resume feature work?
  8. How can I configure formatted/branded resume?
  9. How can I generate formatted/branded resume?
  10. How can I generate formatted/branded resume in bulk?
  11. How can I forward formatted/branded resume to clients?
  12. How does Resume Extractor work?
  13. How to download and install Zoho Recruit Resume Extractor?
  14. How to add and associate a candidate with a job opening?
  15. How to manage the fields in Zoho Recruit Resume Extractor view?
  16. How to add custom fields in Zoho Recruit Resume Extractor?
  17. How to log in if Two Factor Authentication (TFA) is enabled?
  18. How to sign in when using Google Apps, Gmail, Facebook or other login credentials?
  19. How to delete an auth token?
  20. Why is the resume not getting parsed through Zoho Recruit Resume Extractor?
  21. What is candidate review form and how does it work?
  22. How can I include the candidate review form link when forwarding candidate details to the client?
  23. How does Resume Inbox work?
  24. How can I configure Resume Inbox?
  25. What should be the email subject format for job association?

Search

  1. How can I search records by alphabets?
  2. How can I search records by information?
  3. How can I do an advanced search?
  4. How does the simple search work?

Careers Website

Careers Website Management

  1. How can I create a new careers web page?
  2. What are Publish Fields and how do they work?
  3. How can I clone (duplicate) an existing careers web page?
  4. How can I publish job openings to websites?
  5. What is Candidate Login and how do I use it?
  6. How can I edit or customize an existing careers web page?
  7. How can I delete an existing careers web page?
  8. How can I create a new candidate form?
  9. Can I create two candidate application forms with different field options?
  10. How can I embed a published job listing page on websites?
  11. How can I embed a candidate form page on websites?
  12. How can I embed a Web Form on websites?
  13. How can I rename the Apply Now button?
  14. How can I disable the Apply Now button?
  15. How can I rename an existing careers web page?
  16. How can I restore a deleted widget on a careers web page?
  17. How can I customize Job List fields?
  18. How can I customize the candidate form fields for a specific job opening?
  19. How can I change the Page Name, Page Title, Page Layout, Meta Keywords and Meta Description of a careers web page?
  20. How can I change the logo on my careers web pages?
  21. How can I change the theme, background color, background image and font attributes of a careers web page?
  22. How can I preview a careers webs page?
  23. Which users have permission to add or edit careers web pages?
  24. How can I map the careers site URL to my domain's URL?
  25. How can I select templates for the job opening details page?​
  26. How can I mass invite candidates?
  27. Follow Zoho Recruit career pages using RSS Feed

Email Triggers

  1. How can I create an email trigger to acknowledge a candidate's job application?
  2. How can I create an email trigger to acknowledge candidate registration?
  3. How can I create an email trigger for the recruiter or job owner when a candidate applies?

Automation

Workflow Management

  1. How can I create workflow rules?
  2. How can I associate alerts, tasks or field updates to workflow rules?
  3. How can I create workflow alerts?
  4. How can I create workflow tasks?
  5. How can I create workflow field updates?
  6. How can I create Custom Functions?
  7. What is a Manual Trigger Workflow?

Macros

  1. How can I create macros?

Web Integration

  1. How can I set autoresponders?
  2. How can I create folders for autoresponders?
  3. How can I create auto response rule for web form?
  4. How can I create auto response rule entry?
  5. How can I generate an unsubscribe link?
  6. How can I generate web forms?
  7. How can I activate web tabs?
  8. How can I create web tabs?
  9. How can I delete web tabs?

Assignment Rules

  1. How can I create assignment rules?

Webhooks

  1. How can I set up webhooks?
  2. What are the types of error codes that can be displayed while setting up webhooks?

To-Dos & Interviews

Tasks, Events & Calls

  1. How can I create tasks?
  2. How can I create events?
  3. How can I log a call?

Interviews

  1. How can I schedule interviews?
  2. How can I import interviews?
  3. What is interview review form and how does it work?
  4. How can I include the interview review form link when forwarding the interview details to the interviewer?

Social Integrations

General

  1. Social Tab in Zoho Recruit
  2. How can I activate social apps in Zoho Recruit?
  3. How can I remove Twitter/Facebook company profile?
  4. How can I publish jobs to Twitter/Facebook?

Linkedin

  1. What are the activities that can be performed with LinkedIn integration?
  2. How can I authenticate my LinkedIn account from Zoho Recruit?
  3. How can I associate candidates and contacts with their LinkedIn profiles?
  4. How can I remove LinkedIn profile association?
  5. How can I deactivate LinkedIn integration?

Facebook

  1. How can I authenticate my Facebook account from Zoho Recruit?
  2. How can I associate my company's Facebook Page with Zoho Recruit?
  3. How can I associate candidates/contacts with their Facebook profiles?
  4. How can I add Facebook profile image to Zoho Recruit account?
  5. How can I remove Facebook profile association?
  6. How can I deactivate Facebook integration?
  7. How can I enable job posting to Facebook?

Twitter

  1. How can I associate my company's Twitter profile with Zoho Recruit?
  2. How can I authenticate my Twitter account from Zoho Recruit?
  3. How can I associate candidates/contacts with their Twitter profiles?
  4. How can I add Twitter profile image to Zoho Recruit account?
  5. How can I remove Twitter profile association?
  6. How can I deactivate Twitter integration?
  7. How can I enable job posting to Twitter?

General

  1. How can I customize the Stage and Probability mapping for job openings?
  2. How can I associate candidates to job openings?
  3. How can I associate job openings to candidates?
  4. How can I manage calendar in Zoho Recruit?

Data Administration

Record Management

  1. How can I create records?
  2. How can I approve records?
  3. How can I mass update records?
  4. How can I mass transfer records?
  5. How can I mass delete records?
  6. How can I send mass emails?
  7. How can I restore records from recycle bin?
  8. How can I enable email duplication check?
  9. How can I merge duplicate records?
  10. How can I deduplicate records?
  11. How can I delete records from recycle bin?
  12. How can I convert a candidate to contact and vice versa?
  13. How can I create tags?
  14. How can I edit tags?
  15. How can I delete tags?
  16. How can I view the tag list?
  17. How can I associate tags to a record?
  18. How can I associate multiple tags in bulk to records?
  19. How can I unassociate tags from a record?
  20. How can I schedule to send mass emails?

Import Data

  1. How can I import data?
  2. How can I view the import history?
  3. How can I migrate data from other ATS into my Zoho Recruit account?

Export Data

  1. How can I export data?
  2. How can I request a data backup?

Reports & Dashboard

  1. How can I create dashboards?
  2. How can I create dashboard folders?
  3. How can I add dashboard components?
  4. How can I create reports?
  5. How can I create report folders?
  6. How can I delete reports?
  7. How can I edit criteria patterns?
  8. How can I export reports?
  9. How can I schedule reports?
  10. How can I view reports?

Forecasts

  1. How can I create forecasts?
  2. How can I configure the organization's forecast settings?
  3. How can I create forecasts based on a role hierarchy?
  4. How can I create forecasts based on territory hierarchy?

Zoho Integrations

Zoho Mail

  1. How can I set up a POP mail account?
  2. How can I configure Zoho Mail Add-on?
  3. How can I lock/unlock an email account?
  4. How does MailMagnet work?
  5. How can I take backup of an email account?
  6. How can I add custom 'from' address?
  7. How can I delete custom 'from' address?
  8. What is BCC dropbox?
  9. How can I activate BCC dropbox?
  10. How can I send emails using BCC dropbox email address?
  11. How can I regenerate BCC dropbox email address?
  12. How can I specify search pattern?

Zoho CRM

  1. How can I enable Zoho CRM integration in Zoho Recruit?
  2. How can I import data from CRM?

Zoho Docs

  1. How can I attach files from Zoho Docs?
  2. How can I create mail merge documents using Zoho Writer?
  3. How can I edit mail merge templates in Zoho Writer?

Zoho Reports

  1. What is Advanced Recruit Analytics?
  2. How can I configure Zoho Reports Integration?
  3. How do I create reports?
  4. How do I create a dashboard?
  5. How do I share Zoho Reports?
  6. How do I view sample reports and dashboards?

Zoho People

  1. How can I enable Zoho People integration in Zoho Recruit?

Apps & Add-ons

Microsoft Outlook Plug-in

  1. How can I check the Microsoft Outlook version for installing 32 bit and 64 bit Zoho Recruit plug-in?
  2. How can I download and install Zoho Recruit plug-in?
  3. How can I configure Zoho Recruit plug-in settings?
  4. How can I add a candidate from Microsoft Outlook into Zoho Recruit?
  5. How can I add a client contact from Microsoft Outlook into Zoho Recruit?
  6. How can I add emails to candidate/contact record?
  7. How can I associate candidate to a job opening from Microsoft Outlook?
  8. How can I uninstall Zoho Recruit plug-in from Microsoft Outlook?
  9. How can I sync my Zoho Recruit and Outlook contacts, tasks and events?

SMS Add-on

  1. What is SMS Add-on?
  2. How can I configure SMS add-on?
  3. How can I register with SMS vendors?
  4. How can I check available SMS credits?
  5. How can I send SMS to Candidates and Contacts?
  6. How can I send mass SMS to Candidates and Contacts?
  7. How can I send mass SMS to Candidates and Contacts using criteria?
  8. How can I view the SMS history?

Google Apps

  1. Zoho Recruit for Google Apps
  2. How can I activate Zoho Recruit from Google Apps?
  3. How can I activate Google contacts and calendar from Zoho Recruit?
  4. How can I deactivate Google contacts and calendar from Zoho Recruit?
  5. How can I enable sync permissions for profiles?
  6. How can I add Google Apps users to Zoho Recruit?
  7. How can I attach files from Google Drive?
  8. How can I configure Zoho mail add-on?
  9. How can I enable Zoho Recruit contextual gadget for Gmail?
  10. How can I embed Zoho Recruit gadgets?
  11. How can I synchronize Google Mail with Zoho Recruit?
  12. How can I synchronize Google Apps contacts?
  13. How can I synchronize Google Apps calendar?
  14. How can I export events to Google calendar?
  15. How can I export tasks to Google tasks?
  16. How can I import contacts from Google Apps?

Zoho Recruit Mobile Edition 

Zoho Recruit App for iPhone

  1. Zoho Recruit for iPhone
  2. How can I install the Zoho Recruit app on iPhone?
  3. Zoho Recruit Dashboard on iPhone
  4. How can I change the settings?
  5. How can I search records?
  6. How can I add notes?
  7. How can I associate tags to a record?
  8. How can I make calls?
  9. How can I send emails to candidates and contacts?
  10. How can I send SMS to candidates and contacts?
  11. How can I tag a record as hot?
  12. How can I use MailMagnet in iPhone?
  13. How can I view attachments?
  14. How can I view the map?
  15. How can I view the record details?
  16. How can I schedule a candidate interview?
     

Zoho Recruit App for Android Phones

  1. Zoho Recruit for Android Phones
  2. How can I install the Zoho Recruit app on my Android Phone?
  3. Zoho Recruit Dashboard on Android Phone
  4. How can I change the settings?
  5. How can I search records?
  6. How can I add notes?
  7. How can I associate tags to a record?
  8. How can I make calls?
  9. How can I send emails to candidates and contacts?
  10. How can I send SMS to candidates and contacts?
  11. How can I tag a record as hot?
  12. How can I use MailMagnet in Android Phone?
  13. How can I view attachments?
  14. How can I view the map?
  15. How can I view the record details?
  16. How can I schedule a candidate interview?

Pricing & Product Information

  1. How many editions does Zoho Recruit have?
  2. What are the system requirements to install Zoho Recruit?
  3. What are the pricing details of Zoho Recruit?
  4. What are the differences between the paid version and the free version of Zoho Recruit?
  5. How does the Zoho Recruit 15 days free trial work?
  6. How can I view the current usage details?
  7. How can I view the storage details?
  8. How many applicants can I have in the free version of Zoho Recruit?
  9. Can we subscribe to Zoho Recruit at a lower price if we are a non-profit organization?
  10. Can I downgrade to the free version of Zoho Recruit at any time?
  11. How can I change or update the credit card details in my Zoho Recruit account?
  12. How can I upgrade my Zoho Recruit subscription?
  13. How can I downgrade my Zoho Recruit subscription?
  14. How long is a free account with Zoho Recruit valid?
  15. What is SSL? Will it keep all my communications secure?