Zoho HR Management Suite

Define the Candidate-to-Employee Journey

We begin by agreeing one approved path from job opening and candidate application to hiring decision, employee onboarding, document signing, and HR file organization. The setup is built around the client’s real hiring process: what information is collected, who makes the decision, when a candidate becomes a new hire, and which documents must be completed before the person starts.

Build the Recruitment Foundation

One Zoho Recruit organization is configured with one recruitment pipeline of up to eight stages, up to three job-opening templates, 15 approved fields, one candidate application form, and one interview process with a scorecard. The result is a practical recruiting structure for vacancies, applicants, interviews, and hiring decisions—without leaving the team to rebuild the same process for every role.

Connect Recruit to People

Zoho Recruit and Zoho People are connected for one native hired-candidate handoff. Up to 10 approved field mappings and one selected candidate-status trigger are configured so a successful candidate can move into the agreed Zoho People Onboarding or Employee path. One approved attachment-category transfer can also be mapped where supported, keeping the transition clear without re-entering the same core information.

Create the Employee and Onboarding Foundation

Zoho People is configured for up to 50 employee profiles, three departments, 10 job titles, 15 approved employee fields, one work schedule, one holiday calendar, five leave types, three leave policies, and one HR form. These settings create the operational foundation for employee records and onboarding; the client supplies and approves all HR policies, classifications, and workforce rules.

Prepare an HR Document-Signing Path

Zoho Sign is connected to Zoho People for one approved HR document process, such as an onboarding packet or an internal acknowledgement. Up to two client-provided document templates can be prepared, with up to three recipient roles and 20 fillable fields per template. The setup prepares the technical signing flow and a test transaction; it does not draft, review, or validate legal documents.

Organize HR Documents in WorkDrive

One secure WorkDrive Team Folder model is configured for the approved HR document structure, with up to six top-level folders, named folder ownership, and role-based access for the configured HR and recruiting users. This gives the team a controlled place for approved employee and hiring documents instead of scattered files. Custom file automation, bulk migration, and ongoing file administration are outside the scope.

Control Access and Review Key HR Information

Access settings are configured for up to five named HR and recruiting users, subject to the client’s Zoho plans and licences. Three practical People or Recruit reports and one manager dashboard are set around the approved priorities, such as hiring status, onboarding progress, employee records, or outstanding HR actions. The reporting foundation supports daily administration, not bespoke analytics or payroll reporting.

Test, Refine, and Hand Off

We test the agreed process using one client-provided candidate record, the Recruit-to-People handoff, the employee or onboarding record, document access, and the available signing scenario. Practical in-scope refinements are completed before one 90-minute live administrator handoff, so the team can operate the foundation confidently after launch.