Beam Help — independent expert support for Zoho. This article shows a practical way to manage new job requests when you use both Zoho Recruit and Zoho People, covering where each product is best used and the handoffs between them[1][7][5][8].
Why this matters
Managers often need a simple request-and-approval flow for new hires that hands off to recruiting without losing approvals or job details[1]. Using Zoho People for request/approval and Zoho Recruit for vacancy creation and hiring pipelines keeps approvals and talent workflows in the tools designed for them[7][5][8]. Beam Help is not official Zoho support; this guidance reflects independent best practices based on the referenced documentation and community notes[1][8].
Step-by-step
Step 1. Decide which system holds the initial request: use Zoho People for a manager-originated job request and approval flow, because People includes onboarding, offer and appointment management and can handle approvals that feed HR processes[7][1].[7][1]
Step 2. Capture the request details in Zoho People: have the head of department submit a request record that includes role description, headcount, budget and approvers so HR gets a single authoritative record to act on[1][7].[1][7]
Step 3. Route the request through People approvals: configure the People approval route so the HR director and HR manager receive and approve the request before recruitment begins, keeping the approval trail in People where onboarding and offer templates live[7][1].[7][1]
Step 4. When the request is approved, create the job in Zoho Recruit: take the approved job brief from People and create a corresponding job opening in Zoho Recruit so sourcing and candidate tracking occur in Recruit, which is designed for end-to-end applicant tracking and job pipelines[8][5].[8][5]
Step 5. Map the hiring workflow in Recruit: use Zoho Recruit’s hiring pipelines to model the stages required for this role (screening, interviews, offers), and create multiple pipelines if different roles need distinct stage sets[5].[5]
Step 6. Use integrations or marketplace extensions as needed: if you need interview automation, scheduling, or CV screening, consider Zoho Bookings integration for automated interview scheduling or marketplace extensions for screening and interviews, then connect those to the Recruit job record[2][6].[2][6]
Step 7. Move candidates through Recruit and generate offer materials: run sourcing and assessment in Recruit, then when you reach offer stage use Zoho People’s onboarding and offer/appointment features to send formal offer and appointment letters if you want People to manage final employee setup[5][7].[5][7]
Step 8. Convert the hired candidate into Zoho People for onboarding: after the candidate accepts, convert their record into Zoho People so onboarding, employee ID generation, and subsequent employee lifecycle steps occur in People[7][1].[7][1]
Step 9. Keep records synchronized and audit-ready: retain the approval history in People and the hiring history in Recruit so HR and hiring managers can trace approvals, interviews and offer documents across systems[1][8].[1][8]
Common pitfalls
- Overlap of responsibility: storing approvals in Recruit rather than People can split the approval trail; keep approvals in People when People is the official HR system so approvals and onboarding remain consistent[1][7].[1][7]
- Missing pipeline configuration: not setting up multiple hiring pipelines in Recruit for different role types can force one-size workflows that don’t match role needs; create separate pipelines for distinct processes[5].[5]
- Ignoring available integrations: failing to link scheduling or screening tools adds manual work; use available Bookings or marketplace extensions where they match your process[2][6].[2][6]
What to check
- Confirm the job request and approval records reside in Zoho People and show the complete approval trail[7][1].[7][1]
- Verify the corresponding job opening exists in Zoho Recruit and is assigned the correct hiring pipeline and stages[5][8].[5][8]
- Ensure onboarding and offer steps are enabled in Zoho People so accepted candidates can be converted and issued employee IDs and onboarding materials[7][7]