How can I customize page layout? 

Page-level customization is one of the important functions that allow Recruit administrators to define the organization-specific requirements within each module.

Customizing the page layout allows you to do the following:

Add Required Fields or Hide Unwanted Fields

By default all the standard fields are displayed in each module page layout. The customs fields that you create will also be displayed. You can hide some of the standard fields, add new custom fields to the pages and move fields from one section to other section. You can also drag and drop the fields to reorder them.

To show or hide fields:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, drag and drop the Field Labels to/from the List of Removed Fields to hide or show fields.
  4. Click Save.

Mark Fields as Mandatory

You can make certain fields mandatory in Zoho Recruit as per your requirements. Note that the Locked Fields and certain Standard Fields, cannot be removed or changed from mandatory. For example, Last Name and Candidate Owner in Candidates; Job Opening Owner, Job Opening Name, Stage, and Closing Date in Job Openings. 

To mark a field as mandatory:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, move the mouse pointer over the field and select the check box. 
    Clear the check box to change the field from mandatory.
  4. Click Save.

Add or Modify Sections

Sections help in combining certain type of fields within a particular topic. By default, there are some sections available in each module. You can add, modify or delete these sections based on your organization's requirements.

To add a section:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, click Create Section.
  4. In the Create Section dialog box, add Name for the new section, select the Column Layout, and click OK.
  5. Click Save.

To modify a section:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, click Edit icon.
  4. Edit the Name and Column Layout details, if required, and click OK.
  5. Click Save

Note:

  • The tab order is set to Left-Right on selecting "Two-Column" in the Column Layout.
  • Click the Delete icon to delete the section.