Zoho Recruit

Build and Manage Your Online Store with Zoho Commerce

Course Brief

The Zoho Recruit Onboarding & Self-Deployment Course is designed for recruitment agencies, in-house hiring teams, and HR professionals who want to improve their hiring efficiency using Zoho’s end-to-end recruitment platform. Whether you’re managing high-volume hiring or specialized roles, this course guides you through the full setup and use of Zoho Recruit.

You’ll begin by learning how to create job openings, publish them to job boards, and manage applicant pipelines. The course walks you through candidate records, resume parsing, interview scheduling, and feedback collection. You’ll also explore how to customize stages, design email templates, and manage offer letters.

More advanced lessons cover automation tools like assignment rules, blueprints, workflows, and triggers. You’ll learn how to set up portals for hiring managers or clients, and how to integrate with platforms like Zoho Sign, Zoho People, and Google Calendar. You’ll also discover how to generate recruitment reports and dashboards for performance tracking and compliance.

By the end of the course, you’ll be equipped to manage your entire recruitment cycle from a single platform, reduce time-to-hire, and deliver a better experience for candidates and hiring teams alike.

Curriculum

Chapter 1: Introduction to Zoho Recruit

Lesson 1.1: What is Zoho Recruit and Who Should Use It

Lesson 1.2: Key Benefits of Using Zoho Recruit for Hiring Teams

Lesson 1.3: Understanding Zoho Recruit’s Core Features and Interface

Lesson 1.4: Understanding Roles and Permissions in Zoho Recruit

Lesson 1.5: Zoho Recruit Editions and Pricing

Chapter 2: Getting Started with Zoho Recruit

Lesson 2.1: Creating Your Zoho Recruit Account

Lesson 2.2: Navigating the Zoho Recruit Dashboard

Lesson 2.3: Setting Up Company Details, Time Zone, and Language

Lesson 2.4: Adding Users and Defining Roles in Zoho Recruit

Chapter 3: Managing Jobs and Candidates

Lesson 3.1: Creating and Publishing Job Openings

Lesson 3.2: Posting Jobs to Career Sites, Job Boards, and Social Media

Lesson 3.3: Managing Candidate Profiles and Applications

Lesson 3.4: Using Resume Parsing and Candidate Sourcing Tools

Lesson 3.5: Organizing Candidates with Tags, Stages, and Pipelines

Chapter 4: Automating the Recruitment Process

Lesson 4.1: Setting Up Email Templates and Notifications

Lesson 4.2: Creating Workflows for Candidate Management

Lesson 4.3: Automating Interview Scheduling with Calendar Integration

Lesson 4.4: Configuring Assessment and Evaluation Templates

Lesson 4.5: Using Blueprints for Guided Hiring Processes

Chapter 5: Collaboration and Productivity Tools

Lesson 5.1: Collaboration Between Recruiters and Hiring Managers

Lesson 5.2: Adding Comments and Feedback on Candidates

Lesson 5.3: Using Task Management in Recruitment

Lesson 5.4: Tracking Interview Feedback and Approvals

Chapter 6: Candidate Communication and Experience

Lesson 6.1: Sending Bulk Emails and Personalized Messages

Lesson 6.2: Configuring Candidate Portals and Self-Service Options

Lesson 6.3: Using Pre-Screening Questionnaires and Forms

Lesson 6.4: Automating Candidate Updates and Notifications

Chapter 7: Reporting and Analytics

Lesson 7.1: Overview of Zoho Recruit Reports

Lesson 7.2: Pre-Built Reports for Candidate and Job Performance

Lesson 7.3: Creating Custom Reports for Recruitment Metrics

Lesson 7.4: Building Dashboards for Recruitment KPIs

Lesson 7.5: Scheduling and Sharing Reports with Stakeholders

Chapter 8: Integrations with Zoho Apps and Third-Party Tools

Lesson 8.1: Integrating Zoho Recruit with Zoho CRM

Lesson 8.2: Connecting Zoho Recruit with Zoho People and Zoho Payroll

Lesson 8.3: Integrating with LinkedIn, Google, and Outlook

Lesson 8.4: Using Zoho Analytics for Advanced Recruitment Insights

Lesson 8.5: Automating Cross-App Workflows with Zoho Flow

Chapter 9: Security and Data Management

Lesson 9.1: Managing Data Security, Roles, and Profiles

Lesson 9.2: Enabling GDPR and Compliance Settings

Lesson 9.3: Backup and Export Options for Recruitment Data

Lesson 9.4: Configuring Two-Factor Authentication and Access Controls

Chapter 10: Final Setup Checklist and Ongoing Support

Lesson 10.1: Final Setup Checklist for Zoho Recruit

Lesson 10.2: Accessing Zoho Support and Resources

Lesson 10.3: Best Practices for Continuous Improvement in Recruitment

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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