Recruit Help

Tab Settings

Tabs represent the different modules that are offered in the Zoho Recruit. There are 18 modules, each representing a set of functions. You can customize the Zoho Recruit user interface according to your organization-wide business process. These tab settings are organization specific and so only Users with Administrator privileges can do the customization.

 Organize Tabs

The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using Zoho Recruit might not require the Forecasts, so these modules can be hidden. You can also change the order of the modules by moving them up or down on the list.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.
 

To organize tabs

  1. Log in to Zoho Recruit with administrative privileges.
  2. Go to Setup > Customization > Modules.
  3. In the List of Modules page, click OrganizeModules.

     
  4. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  5. Click Save.

Note

  • The Home tab cannot be hidden.
  • Irrespective of the profiles, hidden modules are not displayed to any user.

 Rename Tabs

Zoho Recruit provides an option to rename tab names according to the industry-specific terminologies. For example, the “Leads” tab can be renamed to “Candidates” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.
 

The table below displays the industry specific tab names comparing them to the standard Zoho Recruit tabs:

Zoho RecruitAd AgencyIT FirmSchool
CandidatesLeadsLeadsCandidates
ClientsClientsAccountsParents
ContactsAdvertisersContactsStudents
InterviewsMedia TypeServicesCourses

To rename tabs

  1. Log in to Zoho Recruit with administrative privileges.
  2. Click Settings > Setup > Customization > Modules.
  3. Move the mouse pointer to the module that you want to rename.
  4. Click on the More icon, and then click Rename.
  5. Enter the singular and plural forms of the module's name in the respective text boxes.
  6. Select the profile(s). Users in the selected profiles will have access to the module.
  7. Click Save.

Note

  • New tab names will not be reflected on the Page Layout, Reports, and Dashboards modules. Standard names are always displayed.
  • All the fields' names will also change according to the new name. For example, if you change the "Client" tab to "Account", the "Client Name" field will be changed to "Account Name".
  • If you change a tab name to plural form with the suffix "-ies", the singular form will be suffixed with "y". For example, if you change "Job Openings" to "Opportunities", in all the places the singular form of "Job Opening" is changed to "Opportunity".
  • While changing the tab name you can add singular and plural names for the tab, eg: Candidates vs. Candidate.

 Group Tabs

The different departments in your organization may use different modules (tabs) in Zoho Recruit. Tab groups let you organize the tabs available in your Zoho Recruit account. You can group the Sales, Marketing, Support and Recruitment related tabs and share the tab groups with users of the corresponding profiles in Recruit.

For instance, the Recruitment group may use only the Candidates, Clients, Contacts, Job Openings, Reports and Dashboards tabs. So you can create a Recruitment Tabs group and provide accessibility only to the Recruitment profile. Please note that the users will be able to access the tabs in a Tab Group based on the Module-level Permissions in their profile.

Availability

Profile Permission Required: Users with the Administrator profile can create tab groups.
 

To create tab groups

  1. Click the menu option next to the home button.
  2. In the drop down list, click Create .
  3. In the Create Tab Group page, do the following:
    • Enter a Group Name.
    • Select the tabs from the List.
    • Specify users with which profile permissions will be able to access this group from the list.
  4. Click Save.

Note

  • Enterprise edition users can create a maximum of 25 tab groups with any number of tabs in each group. Check Availability and Limits  to know more.
  • For a given profile, only the tabs in the tab group will be accessible. The users will be able to access the tabs in a group based on the Module-level Permissions in their profile.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohorecruit.com