Trouble shooting- Zoho People and Recruit
Zoho Recruit Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Recruit. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Zoho Recruit Field Update
The Field Update option helps you automatically update certain field values in the records when the associated workflow rule is triggered. Availability Profile Permission Required: Users with the Administrator profile can access this feature. To ...
Zoho Recruit Workflow Tasks
Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when ...
Zoho Recruit Workflow Alerts
Workflow Alerts are one type of action which can be associated with a workflow rule. Alerts are email or SMS triggers that are sent to candidates, contacts, and users. If you associate a workflow alert with a workflow rule, the specified email or SMS ...
Zoho Recruit Workflow Rules
Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...
Zoho Recruit Automating Workflows
Workflow management helps you automate your recruitment processes. You can automatically assign tasks to users based on the criteria defined in the rules and automatically update certain fields. Workflow automation consists of the following ...
Zoho Recruit Blueprint Glossary
State Each stage in your recruitment process is a state. They will be the values of a picklist field. Drag and drop a state to begin drawing your Blueprint. Example states: Picklist Values of the Deal Stage field. Contact Qualify/Unqualify Associate ...
Zoho Recruit Execute Blueprint
When records meet the entry criteria of a particular process, they will become active records in the process. The Details page of the record displays the current state of the record and the transitions available for that state. To execute a ...
Zoho Recruit Create Blueprint
The Blueprint in Zoho Recruit is an online replica of your offline recruitment process, designed to help you execute the recruitment process in a well-defined, systematic manner with no loopholes. With Blueprint, you can: Define every stage in a ...
Zoho Recruit Saving a Blueprint as a Draft
It so happens that sometimes you are not ready to deploy your final Blueprint yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to ...
Zoho Recruit Blueprint- Overview
Right from the moment a candidate enters your Zoho Recruit system up until you send out an offer letter and beyond, your organization could have several phases and branches in it's hiring process. Let’s consider a hypothetical company, Zylker Pvt ...
Zoho Recruit Understanding Zoho Recruit's Blueprint
Zoho Recruit's Blueprint lets you design, implement, and automate end-to-end hiring processes. You, the recruiter, can start with an empty board and build a complex automated process in a matter of minutes. This is done through two main components, ...
Zoho Recruit Home Tab Customization
The Home tab in Zoho Recruit is a quick way to check the progress of all your Recruit activities. It contains components from different modules such as Candidates, Clients, and Job Openings. One quick glance at the components of the Home tab will ...
Zoho Recruit Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the candidates ...
Zoho Recruit Business Card View
The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means ...
Zoho Recruit Adding Photo
You can add a photo of your contacts and candidates in your Zoho Recruit account. You can also delete the photos whenever required. To add a photo: Click the <Module> tab. Select a record from the list to add a photo to. In the Record Details page, ...
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 ...
Zoho Recruit Validation Rules In Zoho Recruit
Validation rules can improve the accuracy and consistency of the data in Zoho Recruit. These rules enforce specific requirements or restrictions on the data entered, such as filling out specific fields or entering data in a particular format. ...
Zoho Recruit Points To Note While Updating A Field Used In A Validation Rule
Validation Rules are effective on creating a record manually. However, when fields used in a validation rule (whether primary or secondary) are updated through other ways such as workflow update, and APIs, the field update takes precedence over the ...
Zoho Recruit Use Cases for Validation Rules Using Functions
Make detailed description mandatory if specific terms are entered in the field Zylker Tech manufactures electronic assemblies and similar other products. Their manufactured items are outsourced for quality check to a third-party service provider. The ...
Zoho Recruit Creating Conditional Layouts using Layout Rules
What is a layout rule? Your recruitment data is often inter-dependent. When you are creating a record for a candidate, not all the fields in the layout are utilized. For example, if the candidate is a fresher he would not need the Previous Experience ...
Zoho Recruit Layout Rule Exceptions
Layout rules are effective when creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precedence over both these rules. These instances are ...
Zoho Recruit Note Type
Notes can be a useful way to keep track of important details and help you stay organized as you manage your recruitment efforts. In Zoho Recruit, notes can be used to keep track of important information related to a specific candidate, job opening, ...
Zoho Recruit Adding Tags in Zoho Recruit
Tags are important in recruitment because they help to categorize and organize job postings, resumes, and other relevant information. This can make it easier for recruiters and hiring managers to find and review relevant candidates and job openings. ...
Zoho Recruit Setting Custom Module
Here is a list of features that will help you make the custom module function for your Recruitment process. Tab Settings Organize tabs in such a way that only the relevant tabs are visible for use and the unwanted tabs are hidden. You can also rename ...
Zoho Recruit Building Custom Module
Zoho Recruit offers several default modules for recruitment activities including Job Openings, Candidates, and Interviews. These modules have predefined business logic, including page layout, reports, and workflow automation, which feature limited ...
Zoho Recruit Tab Settings
Tabs represent different modules that are offered in Zoho Recruit. You can also add custom modules according to your recruitment process. The tab settings can be accessed by the admin and those users with access to this module. Organize Tabs The ...
Zoho Recruit Module Customization
Modules in Zoho Recruit Modules in Zoho Recruit let you categorize and track various aspects of your recruitment process. Modules in Zoho Recruit are represented as tabs in the app, such as Job Openings, Contacts, Clients. There are two kinds of ...
Zoho Recruit Customization
Customization allows you to build a successful organization-specific applicant tracking system. One of the key features of Zoho Recruit is the level of customization it allows. Users with Administrator privileges can customize Zoho Recruit to meet ...
Zoho People Adding user failed - 'An invited user with the same email address already exists'.
This issue occurs when one of the invited users has a matching email address of one of the existing users in your organization. All active user email addresses must be unique. Try again with a unique email address.
Zoho People Adding user failed - 'User has an unconfirmed account'.
This error is reported when verification is pending from user's side. When a user is invited from Zoho People, the user is expected to login and verify their account within the 7 days link validity period.
Zoho People Adding user failed - 'The user has an account in a different region'.
This error occurs when the employee has an account in another domain. This error is also reported when a user with the same email address exists in in any one of our data centers. All active user email addresses need to be unique. Check if the ...
Zoho People Unable to login - ' You are not allowed to sign in using this IP address.'
Zoho People Unable to sync users from Office 365 -' Zoho People app is not installed or authentication failed'.
This error occurs when have not logged in using your Office365 credentials. Login using your Office365 credentials to successfully sync users from Office365 to your Zoho People account.
Zoho People Adding domain failed - ' This operation cannot be performed as you are not the Organization Admin.'
While you may be the Super Administrator in Zoho People, you must be the Accounts Organization Admin to be able to add a domain. Only a user who is an Accounts Organization Admin and an Admin or Super Admin in Zoho People can add a domain. To make a ...
Zoho People Unable to access Zoho People account - ' Your organizational account already exists'.
This error occurs when you have not been added to the Zoho People account, although you are part of the Zoho Account organization. Contact your administrator to add you to your Zoho People account to gain access.
Zoho People Troubleshooting Guide - Introduction
This troubleshooting guide aims at addressing the common yet unexpected issues you may face when using Zoho People. Issues faced by Zoho People users with a rebranded domain (third-party cookies in browser) Adding domain failed - ' The domain you are ...
Zoho People Unable to sync users from GApps - ' Please install Zoho People app from Google Apps Marketplace to proceed'.
This error occurs when you have not logged in using your GApps credentials. To successfully sync users from GApps to your Zoho People account, login using your GApps credentials.
Zoho People Adding domain failed - ' The domain you are trying to access is verified and is being used by another organization'.
Zoho People Issues faced by users with a rebranded domain ( third-party cookies disabled in browser)
The below-listed issues occur for rebranded domain users as third-party cookies are disabled in their web browser. File upload fails when trying to import files in any form. Profile picture is not displayed when photos were uploaded via ...