Zoho Recruit Setup

Build Recruit Around Your Hiring Process

We review how your organization creates vacancies, collects applications, screens candidates, schedules interviews, gathers feedback, and records hiring outcomes. Zoho Recruit is configured around one approved recruitment process instead of generic default stages and fields.

Configure the Recruitment Foundation

One Zoho Recruit organization is configured with the approved company information, time zone, basic recruiting preferences, email sender details, and standard module settings needed for the agreed hiring workflow.

Define the Job Opening Structure

Up to 3 approved job-opening templates are configured with the required fields, descriptions, ownership, locations, and standard details for recurring roles. This gives recruiters a consistent way to create and manage vacancies.

Build the Candidate Hiring Pipeline

One approved candidate pipeline with up to 8 stages is configured to represent the practical path from application or sourcing through screening, interview, decision, and the client’s final outcome. The client provides all stage definitions and decision criteria.

Customize Candidate and Vacancy Information

Up to 15 approved standard or custom fields are configured across the Candidate and Job Openings modules. The included fields help the team organize work-related information, source details, recruitment ownership, and agreed tracking requirements.

Import Prepared Candidate Records

One clean and prepared CSV file containing up to 500 candidate records can be imported with the approved field mapping. The client is responsible for ensuring it has the right to collect, store, and process all candidate information before providing it for import.

Prepare Application Capture and Views

One application form with up to 12 approved fields is configured and prepared as a hosted link or standard website embed. We also create up to 5 practical custom views to help recruiters find candidates and job openings by the approved status, owner, source, or other criteria.

Configure Interviews and Feedback

One standard interview process is configured with the approved interview types, statuses, invitation details, and one client-provided interview scorecard or feedback structure. Up to 2 interview stages are prepared for the agreed recruitment workflow.

Set Up Team Access and Recruitment Reporting

Up to 3 approved recruiters, hiring managers, or administrators are assigned standard roles or client-approved access levels. Up to 3 reports and one recruitment dashboard are configured for approved vacancy, candidate, interview, pipeline, or source information.

Test, Refine, and Launch

The organization settings, job templates, pipeline, fields, import, application form, views, interview process, access, reports, and dashboard are tested before handoff. Practical refinements are completed within the fixed package scope, followed by one 60-minute live handoff session.