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Zoho Recruit

Onboarding (Recruit)

Onboarding in Zoho Recruit manages pre-joining document collection and task checklists after offer acceptance, with integration to Zoho People for automatic employee record creation.

Onboarding in Zoho Recruit refers to the post-offer phase where a hired candidate begins the transition into an employee. Zoho Recruit manages pre-joining tasks such as document collection, form completion, and joining date tracking before the candidate is handed off to HR or an HRMS like Zoho People.

Pre-Joining Onboarding in Zoho Recruit

After a candidate accepts an offer and is marked as hired in Zoho Recruit, the onboarding workflow can be triggered. This typically includes collecting identity documents, signed offer letters, educational certificates, and filling in joining forms. Zoho Recruit can automate the collection of these through templated email requests and a candidate-facing checklist.

Handoff to HRMS

Zoho Recruit integrates with Zoho People to transfer new hire data automatically when a candidate is marked as hired. This eliminates re-entry of employee data and ensures the HR team receives all recruitment details, documents, and custom fields captured during the hiring process. For companies in India where onboarding paperwork is substantial, this integration reduces onboarding processing time significantly.

Example: A candidate accepts an offer for a Sales Manager role at a Pune FMCG company. Zoho Recruit automatically sends a pre-joining checklist requesting Aadhaar, PAN, educational certificates, and a signed appointment letter. Once all documents are received, the record is transferred to Zoho People as a new employee profile.

Frequently Asked Questions

What is Onboarding in Zoho Recruit?

Onboarding in Zoho Recruit is the post-offer phase that manages pre-joining document collection, task checklists, and data handoff to an HRMS. It bridges the gap between offer acceptance and the candidate’s first working day.

Does Zoho Recruit integrate with Zoho People for onboarding?

Yes. Zoho Recruit integrates with Zoho People so that when a candidate is marked as hired, their recruitment record, documents, and custom field data are transferred automatically to create the employee profile in Zoho People without manual re-entry.

Need help implementing this in Zoho?

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