Zoho Recruit Page Level Customization
Page-level customization refers to customizing the details page of a record and the layout(s) related to it, such as adding, removing and reordering sections. In Zoho Recruit, this is accomplished through the use of the Related List section of a record's details page.
What are Related Lists?
In the realm of HR and recruitment, Related Lists serve as indispensable organizational tools. They consolidate interconnected information, offering a seamless and efficient workflow for professionals. By centralizing all pertinent data within a single module, recruiters can swiftly navigate through candidate profiles, job openings, and interactions without unnecessary diversions or pointless clicking. This consolidation not only aids in in-depth data analysis but also expedites the reporting process.
Additionally, related lists foster collaborative teamwork by ensuring all team members are on the same page, thereby enhancing productivity and informed decision-making. Tailored to individual preferences, they represent an essential asset for HRs and recruiters, streamlining their tasks and ensuring accuracy in the management of recruitment data.
Managing Related List
In Zoho Recruit, the ability to manage Related Lists offers unparalleled customization for tailoring your data management experience. You can effortlessly add, remove, and reorder related list sections according to your specific needs. By doing so, you have the power to redefine the layout of the details page. Whether you want to streamline candidate profiles or organize job-related interactions, managing Related Lists empowers you to create a personalized and intuitive interface.
This section will use a Candidate record as an example to help guide you through the process, ensuring you maximize the potential of Related Lists to optimize your workflow and enhance your recruitment efficiency.
To edit the Related List section;
- Go to the record you wish to customize. For reference, we will be using a candidate record.
- Select a record from the list view and click More > Organize Candidate Details.
Alternatively, you can hover your cursor over the Related List section and click the Configure icon. - In the Organize Candidate Details pop-up, you can Select/Unselect related list sections and Reorder them according to your hiring needs.
- When you're done, click Save. Upon saving, your changes will be reflected in the layout of the candidate's details page
Note: By default, the Notes sections will be placed on the top of the related list and cannot be reordered.
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