Recruitment overview

Recruitment Applies to: HR Managers & Admins

Recruitment is ZekoHR's applicant tracking system. A hiring manager raises a requisition, HR approves it into an opening, candidates enter a searchable talent pool, and each application moves across a Kanban board through screening, interviews, offer and pre-joining until the person joins as an employee or Contractor. Every email to a candidate is sent from the portal and kept on their history.

Who can do this: Admins with `recruitment.manage.any` and HR Managers or Recruiters with `recruitment.manage.assigned_companies` run hiring. Managers raise requisitions with `recruitment.requisitions.create`. The Management role sees the dashboard with `recruitment.dashboard.view.any` and exports with `recruitment.reports.export`. Everyone refers with `recruitment.refer.self`. Settings need `recruitment_settings.manage`. This module must be enabled on your plan; Admins can check Settings → Billing.

Where to find it

The Recruitment group in the sidebar. The dashboard is Recruitment → Dashboard at `/recruitment`. Every recruitment page carries the candidate search box at the top (HR only).

The hiring dashboard with eight KPI cards, the pipeline funnel and candidates by source
The hiring dashboard with eight KPI cards, the pipeline funnel and candidates by source

The screens

Sidebar entryPathWhat it does
Dashboard`/recruitment`KPI cards, funnel, source bars, upcoming interviews, positions pending close, overdue feedback.
Openings`/recruitment/jobs`Requisitions and openings, with the Kanban board on each job. See Jobs and openings.
Talent pool`/recruitment/candidates`Every candidate ever added, with filters and smart search. See Candidates and applications.
Interviews`/recruitment/interviews`Day-by-day agenda of every interview. See Interviews and scorecards.
Offers`/recruitment/offers`All offers by status, plus Awaiting my approval. See Offers and approvals.
Pre-joining`/recruitment/prejoining`Accepted candidates, their document checklist and BGV. See Pre-joining.
Referrals`/recruitment/referrals`Employee referrals and their rewards. See Referrals.
Reports`/recruitment/reports`Source effectiveness and the MIS export. See Recruitment reports.
My interviews, My openings, Offer approvalspersonalAppear only for people who are a panelist, a hiring manager or a named offer approver.
Refer a candidate`/refer`Every employee's referral page.

Reading the dashboard

  1. Pick a Company (only shown when you can see more than one) and a From / To range. The range defaults to the current month.
  2. Each card links to the filtered list behind it. Management users with dashboard-only access see the numbers but cannot open the HR worklists.
  3. Pipeline funnel counts applications by stage category. Click a row to open the talent pool filtered to that stage.
  4. Candidates by source shows three bars per source: candidates added, shortlisted and joined.
  5. Upcoming interviews lists the next five. Positions pending close lists open or on-hold jobs that are filled or past their target closing date. Overdue feedback counts panel scorecards more than a day late.
CardHow it is counted
Open positionsVacancies still to fill across open jobs (vacancies minus filled).
Candidates in processApplications from New through Offer accepted, including On hold.
Screening pendingApplications in New or Screening.
Interviews scheduledScheduled interviews from now onwards.
Offers releasedOffers sent, accepted, declined or expired in the period.
Candidates joinedApplications whose joining date falls in the period.
Candidates rejectedApplications rejected in the period.
Positions pending closeOpen or on-hold jobs that are filled or past the target date. Nothing closes automatically.

HR also sees a dismissible banner until the Offer letter template has been reviewed, because offers cannot be released with an unreviewed letter.

What happens next

Every write in the module is audited. In-app and email notifications go out for requisition decisions, interview assignments, submitted feedback, offer approvals and responses, joined candidates and referral updates. ZekoHR runs its automatic checks daily: offers expire at 00:20, offer reminders go out at 09:00 and referral reward eligibility is updated at 03:40; interview and feedback reminders are checked hourly.

Rules and limits

  • HR Managers only see companies in their HR scope. Without an assignment a warning tells them to ask an Admin for Settings → HR scope.
  • Hiring managers, panelists and offer approvers get access by relationship, not by role: they see only the jobs, interviews or offers they are attached to.
  • Hiring managers never see salary, offer details or candidate emails; panelists see only a candidate summary and resume.
  • The talent pool is organisation-wide; jobs, applications and offers belong to a company.

Troubleshooting

I only see Refer a candidate under Recruitment. You have no manage permission and no recruitment relationship yet. Ask HR to make you a hiring manager, panelist or approver, or an Admin to change your role.

The dashboard cards are not clickable. You have dashboard-only access (Management). Opening the worklists needs a manage permission.

Nothing in the sidebar mentions Recruitment. The module is not on your plan. Admins can check Settings → Billing.

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