Recruiting is all about keeping track of countless moving pieces: candidates, job openings, interviews, hiring managers, and more. Without the right system in place, details slip through the cracks, miscommunications happen, and efficiency suffers.
That’s where Zoho Recruit’s related lists come in. Related lists connect different modules inside Zoho Recruit so you can manage everything linked to a candidate or job opening in one place.
In this blog, we’ll walk through what related lists are, how they work, and how each section—like notes, attachments, interviews, and assessments—can streamline your hiring process.
When you open a record in Zoho Recruit, you’ll notice a section on the left-hand side labeled Related Lists.
Each item in this section is its own area in the page or a separate module—like Notes, Attachments, Interviews, and more. The power of related lists is that they connect these modules directly to the record you’re viewing.
Let’s dive into each related list and explore how it helps recruiters and hiring teams stay organized.
The Notes section is your running log of communications and updates. It’s the perfect place to jot down:
Conversations with candidates
Updates about a job opening
Quick reminders for team members
By keeping notes in the record, anyone on your team can pick up where you left off without missing context.
For example:
On a candidate’s record, you’ll see related notes, resumes, interviews, and tasks tied specifically to that individual.
On a job opening record, you’ll see everything connected to that position, including interviews conducted, offer letters sent, and hiring manager submissions.
In short, related lists centralize all activity and documentation for easy access and collaboration.
Need to keep resumes, cover letters, or signed documents on hand? The Attachments list is where you upload and store files.
Examples:
For a candidate record: resumes, references, or certifications
For a job opening: job descriptions or related PDFs
Attachments ensure that critical files are always linked to the right record.
The Interviews module tracks every interview tied to a candidate or job opening.
You can:
Schedule a formal interview — in person, by phone, or through Zoom
Log past interviews — add details about informal or on-the-fly conversations
This feature creates a full history of all interviews, ensuring hiring teams have a clear picture of each step in the process.
Recruitment often involves external partners. The Shared Vendors list (on Job Openings) makes it easy to track third-party vendors recommending candidates for roles.
By keeping vendor information tied to job openings, recruiters can maintain transparency and ensure that everyone stays informed about candidate progress.
Recruiters often identify strong candidates but still need final approval from the hiring manager. The Hiring Manager Submissions section centralizes these submissions, making it easy to track:
Which candidates have been submitted
Where they are in the approval process
This eliminates back-and-forth confusion and ensures hiring managers always have the details they need.
The Offer Letters section keeps all job offers organized in one place. This is where recruiters can upload or draft offer letters for candidates who have reached the final stage.
Having a clear record of offers helps ensure nothing falls through the cracks and gives recruiters quick access to historical offer details.
Recruitment involves dozens of small tasks, from reviewing applications to following up with candidates through calls or meetings. The To-Do’s list makes it easy to create and track action items tied directly to a job opening or candidate.
Scheduling interviews
Reviewing assessments
Following up with hiring managers
By logging to-do’s, recruiters never lose sight of next steps.
Not all meetings are interviews. The Events list is designed for other important meetings, like:
Check-ins with hiring managers
Internal recruiter team discussions
Separating interviews from general events keeps scheduling clean and organized.
The Calls section lets you log conversations with candidates, hiring managers, or vendors.
Manual logging: Add call details after the fact.
Automatic logging: If you integrate Zoho Recruit with a telephony system, calls are logged automatically.
Every job opening involves repeatable steps—screening resumes, conducting interviews, sending assessments, and so on. The Checklist feature ensures you never miss a step by providing a structured list of actions for each opening.
This helps standardize processes across teams and improves overall consistency.
One of the most powerful related lists (in Job Openings module) is the Pre-Screening Assessment.
Here’s how it works:
Create assessments in the Assessments module.
Attach a specific assessment to a job opening under the pre-screening section.
Send the assessment to candidates as part of your hiring process.
Related lists may seem like a small detail, but they bring massive benefits to recruiters and hiring teams:
Centralized information: All details connected to a candidate or job opening live in one place.
Team collaboration: Recruiters, hiring managers, and vendors all have access to the same up-to-date records.
Process efficiency: Standardized tools like checklists and assessments keep hiring consistent and reliable.
Time savings: Features like auto-logged calls and automated pre-screening reduce manual work.
By leveraging related lists effectively, you not only improve your workflow but also create a smoother, more professional experience for candidates.
Zoho Recruit’s related lists are more than just a sidebar feature—they are the backbone of an organized recruitment process. From keeping track of interviews and offer letters to automating assessments, related lists ensure that nothing slips through the cracks.
If you want to get the most out of Zoho Recruit—or if you’re interested in pairing it with powerful integrations like RingCentral—our team at Amazing Business Results can help.