Set up Social Tab

Link Your Company's Social Media Profiles

Availability

  • Available in: Professional and Enterprise Editions
  • Permission Required: Users with Social Tab and Social Profiles permisisions.

 Enable Social Admin Permission

To start using social Tab in Recruit, you have to link your Organisation's social media pages with Recruit. The configuration can be done by any user who has an Administrator profile in your Zoho Recruit account. That is, a social admin will be able to set up social media accounts and manage permissions of other users who have access to them.

Only the Super Admin or a user with Administrative privileges can enable Social Admin permissions for other user profiles.

To enable Social Admin permission

  1. Log in to Zoho Recruit with Administrative privileges.
  2. Click Setup > Security and Control > Profiles 
  3. Click Edit for the Profile which you wish to grant the Social Admin Permission.
  4. Scroll down to the Social Permissions section.
  5. Enable the Social Tab permission.


     
  • Social Profiles - Contact/Candidate Details Page : This represents the ability to associate the personal Facebook, Twitter, LinkedIn and Google+  profiles of Candidates/Contacts in Zoho Recruit.
  • Social Tab : This repesents the access to the Social tab.
  • Click Save.

Note

  • Once you remove the Social Admin permission for a profile, the users under the profile will continue to have read-only access to the Social tab.
  • If the Social Profiles - Contact/Candidate Details Page permission is still enabled, they can continue to associate personal Facebook, Twitter, LinkedIn and Google+ profiles of Candidates/Contacts.
  • Access (even read-only) to the Social tab can be completely disabled only from Social Settings.
    Social Settings can be accessed from either Setup or the Social Tab itself.
  • The Social Admin permission is not editable in the default Zoho Recruit Profiles, that is, the Administrator and Standard profiles. In profiles that are cloned from the Administrator profiles, the Social Admin permissions are editable.
  • A user with "Administrative privilieges" is one who has the Admin Permissions enabled in his/her profile. 

 Social Tab Settings

 Add Facebook Page

Connecting your Company's Facebook pages with Zoho Recruit allows you to perform the following set of actions.

  • Publish Job Openings.
  • Interact and engage with people who comment on your post.
  • Like a post.
  • Add people straight to Zoho Recruit database either as Candidates / Contacts.

To add a Facebook page

  1. Log in to Zoho Recruit as an Administrator/Social Admin.
  2. Click Settings Setup > Job Boards List > Social Networks.
    Alternatively, if you are on the SocialTab, click the Settings icon. In the Social Settings page, select the Facebook tab.
  3. Click Add Account.
    Please make sure that the pop-up blocker is disabled in your browser.
  4. In the Facebook popup, specify the login credentials for your company's Facebook account that you want to link with Zoho Recruit.
  5. Click LogIn.
    If you are already logged in to your Facebook account outside of Zoho Recruit, you will be informed that "You are already logged in as [user]". Click Continue in order to continue configuration as the logged in user. Or else click Change User to log in as a different user.




    In order to add Facebook pages, you must authorize your Facebook account and grant permissions for Zoho Social to access information from your Facebook account. You can review and choose the set of actions to be performed as per your requirements. They are as shown in the screenshots below.






    Click Ok to integrate your Facebook account with Zoho Recruit.
     
  6. Your organization's Facebook pages will be listed. Select your pages and click Add. 
     
  7. Set permissions for Actions:
    • Actions - You can define the set of actions that users are permitted to do under each section. For example, you may want certain users to post updates and comments but some others to just view updates. In such a case, you can restrict them from posting content on Facebook in the Manage Permission section.
      By default, the Administrator profile is granted all available permissions.


       

Note

  • For a Facebook account to be configured in Zoho Recruit, it needs to have Pages associated with it. If you attempt to configure a Facebook account without Pages associated with it, the account will be automatically deleted once you navigate away from Social Settings.
  • If you close the Add Page popup without adding any pages after you configure your account, the account will be removed.

 Add Twitter Handle

With your Twitter account associated to Zoho Recruit, you can perform the following set of actions from within Recruit.

  • Tweet and retweet.
  • Reply to tweets. 
  • Mark tweets as Favorite.
  • View your Tweets, tweets mentioning your brand and their replies. 
  • Receive and reply to DMs.

To add a Twitter handle

  1. Log in to Zoho Recruit as an Administrator/Social Admin.
  2. Go to Setup > Social Integration > Twitter.
    Alternatively, if you are on the Social Tab, click the Settings icon. In the Social Settings page, select the Twitter tab.
  3. Click Add Account.
    Please make sure that the pop-up blocker is disabled in your browser.
  4. In the Twitter popup, specify the login credentials for your company's Twitter account that you want to associate to Zoho Recruit.

  5. Click Authorize app.
    Once the account is authorized, you will be redirected back to Zoho Recruit.

  6. Set permissions for Actions:
    • Actions - This permission defines the actions that can be performed by users in each profile.
      By default, Administrator can perform all available actions.

 Social Interactions - Related List Settings

You can associate the Facebook and Twitter profiles of your Contacts /  Candidates to the Zoho Recruit records. This helps you keep track of the social activities of your Candidates and Contacts to get insights on the various updates related to your requirements. These settings help you in managing your social accounts easily.

 Activate Integration

You can add your personal social media accounts when you don't have the permissions for Social Tab. You can make use of them to interact with the Candidates / Contacts right from inside. Learn more.  ( Change Link )

 Deactivate Integration

When you no longer want to use the integration, you can revoke the authentication and deactivate the integration.

To deactivate Twitter integration

  1. Sign in to your Twitter account.
  2. Go to the Twitter's Settings > Apps.
    The applications you have authorized to interact with your Twitter account will be listed.
  3. Click Revoke access for the Zoho Recruit app.
    The Twitter integration will be deactivated.

To deactivate Facebook integration

  1. Sign in to your Facebook account.
  2. Go to the Facebook's Account Settings > Apps.
    The applications you have authorized to interact with your Facebook account will be listed.
  3. Select the Zoho Recruit app and click the Remove App link.
  4. In the pop-up window, click Remove.
    The Facebook integration will be deactivated. If you want to use this feature again, you need to authenticate yourself with Facebook


             

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