Full Zoho Recruit Ecosystem Setup:
1. Zoho Recruit Setup (Primary ATS CRM System)
Set up Zoho Recruit (Standard Plan)
Create and customize pipelines: Candidate Client Job Order
Add custom healthcare-related fields
Set up email templates and workflow triggers
Build a branded Career Site
Configure Shift Notes tracking
Configure Onboarding checklists and compliance tracking
2. Zoho Cliq Setup (Internal Communication System)
Create channels (#operations #ihs-updates #placement-notifications #shift-notes #ai- loyal #va-team #hr #finance)
Integrate Zoho Recruit Zoho Cliq notifications
Ensure full communication functionality
3. Zoho WorkDrive Setup (Document Storage System)
Create folders for HR Shift Notes Candidate Onboarding Client Contracts Finance Marketing Operations Job Orders Resumes AI Reports
Integrate WorkDrive Zoho Recruit
Automate file storage
4. Zoho Sign Setup (E-Signature System)
Upload templates: Candidate Agreement Client Agreement Onboarding Packet HR Documents Offer Letters
Test workflows
Automate signed document storage
5. HR Onboarding Configuration
Create onboarding task lists
Create compliance checklists
Set up HR workflows
Automate background check reminders
Track training documents
6. Finance Setup
Connect Zoho Books or Wave
Automate invoice reminders
Set up finance notifications in Cliq
Sync invoice folders
7. JBoard Zoho Recruit Integration
Set up Zapier integration
Map fields correctly
Test applicant flow
8. ChatGPT Automation Setup
Candidate/Client summaries ChatGPT Cliq
Shift Notes ChatGPT summaries
Weekly AI reports
File automation into WorkDrive
Notifications for jobs candidates onboarding finance
9. Testing Verification
Test all integrations
Verify automations file flow signature flow
Confirm HR finance notifications
Provide SOP
10. They will be responsible for:
Maintaining and improving your entire staffing tech stack
Expanding automations every month
Ensuring AI (Loyal ChatGPT) is fully integrated
Keeping your JBoard pipeline reliable
Helping train VAs on Zoho Recruit and Cliq
Handling all tech issues that could interrupt business
Building new features when needed
Zoho Recruit proven experience managing ATS and CRM workflows. Ability to consistently and reliably maintain the backend of all staffing systems. Strong knowledge of Zoho automation integrations and system optimization. Availability to start on a part-time basis with the potential to transition into a full-time role. Proactive detail-oriented and able to identify and resolve system issues quickly. Capability of maintaining system stability accuracy and performance with minimal supervision. Excellent communication skills and the ability to collaborate with internal teams.