Integrating and Using Zoom Meeting on Ceipal ATS

Prerequisites

• Login credentials to a Ceipal ATS account
• Login credentials to a Zoom accountZoom login credentials

Configuration Steps

After configuration, users must set their user preferences to schedule Zoom meetings. Please follow the below steps for the setup:

Step 1: Login to Ceipal ATS.

Step 2: Click on the profile icon.

Step 3: Click on View Profile.

Step 4:Click on User Preferences.

Step 5: Search for the Video Meeting Provider.

Step 6: Select Zoom Meeting from the dropdown.

Step 7: Click on    and login to the Zoom account.

Step 8: The page will be redirected to the Zoom Authentication page. Click Allow to authorize.

Step 9: After Successful Authentication, an acknowledge message will be displayed.

Steps to Use Integration

Users can use Zoom Meeting to schedule interviews for Applicants, and schedule meetings with Clients, Leads, and Vendors.

To schedule an interview through Zoom Meeting, users can follow the below steps:

Step 1: Go to Job Posting Listing and click on the plus icon to expand the job and view the Submisison records.

Step 2: Select the required Submission Record and click on Schedule Interview.

Step 3: Provide necessary information related to the interview and select Zoom Meeting for mode of interview.

Step 4: Click on Schedule.

To schedule a call with Clients, Leads, or Vendors, please follow the below steps:

Step 1: Go to the Clients/ Leads/ Vendors module.

Step 2: Click open the required record.

Step 4: Scroll down to Meeting Schedules and click on Add.

Step 5: Provide the meeting details and select the meeting mode as Zoom.

Step 6: Click on Schedule.

Steps to Logout

To log out from the configured Zoom Meeting,

Step 1: Click on the profile icon.
Step 2: Click on View Profile.
Step 3: Go to User Preferences.
Step 4: Scroll down to Video Meeting Provider.
Step 5: Click on the drop down.
Step 6: Choose Zoom Meetings.
Step 7: Click on to log out.