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Exelare - Zoom Integration

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Zoom Marketplace Compliance Review Document

1. Overview

Exelare is an Applicant Tracking System (ATS) used by recruiting and staffing organizations to manage candidate workflows.

The Zoom integration enables recruiters to schedule and manage Zoom Meetings directly within Exelare for candidate interviews. The integration supports meeting lifecycle management, calendar synchronization, communication logging, recording access, and in-meeting workflow enhancement.

All requested OAuth scopes are directly aligned with defined recruitment use cases and are necessary to deliver this functionality.

2. Functional Test Plan

Title: Exelare–Zoom Integration Test Plan

Step 1: Login

Step 2: Access Admin Module

  • Locate the Profile Icon at the bottom-left of the left-side navigation menu.
  • Click the Profile Icon.
  • Select Admin Module.

Step 3: Locate Zoom Integration

  • Click the Integrations tab.
  • Locate the Zoom Integration (identified by the Zoom logo).

Step 4: Authorize Zoom

  • Toggle the switch to Enable Zoom.
  • Click the Login button.
  • Complete the Zoom OAuth authorization process.
  • Grant the requested scopes.

Step 5: Navigate to Active Candidates

  • Click Candidates from the left navigation menu.
  • A list of available views will appear.
  • Select Active from the available views.
  • The system will display active candidate records.

Step 6: Select Candidate

  • Select a candidate by checking the box in the corner of the candidate record.

Step 7: Schedule Zoom Meeting

  • Click the Schedule button.
  • Select Zoom Meeting from the dropdown menu.

Step 8: Enter Meeting Details

  • Enter the required meeting details:
    • Subject
    • Date
    • Time
    • Additional options (if configured)

Step 9: Create Zoom Meeting

  • Click Save.
  • The system will:
    • Create a Zoom Meeting
    • Generate a unique Join URL
    • Store meeting details in the Candidate’s profile
    • Sync the event to the user’s Zoom-linked calendar (if enabled)

Step 10: Send Candidate Notification

  • After successful meeting creation, the system automatically generates a pre-populated email.
  • The email includes:
    • Meeting subject
    • Scheduled date and time
    • Zoom Join URL
    • Interview instructions (if configured)
  • The recruiter may review and edit the content.
  • Click Send to deliver the invitation to the candidate.

3. OAuth Scopes and Business Justification

A. Calendar Scopes

calendar:read:list_events

calendar:read:event

Purpose:
Displays the recruiter’s existing calendar events within Exelare to prevent scheduling conflicts.

calendar:write:event

calendar:update:event

calendar:delete:event

Purpose:
Creates, updates, or deletes calendar events when Zoom Meetings are scheduled, rescheduled, or cancelled within Exelare.

B. Meeting Management Scopes

meeting:write:meeting

Purpose:
Creates a Zoom Meeting and generates a Join URL when a recruiter schedules a candidate interview.

meeting:read:meeting

Purpose:
Retrieves meeting details and Join URL for display within the Candidate profile.

meeting:update:meeting

meeting:delete:meeting

Purpose:
Allows recruiters to reschedule or cancel Zoom Meetings directly from Exelare.

meeting:read:alert

Purpose:
Notifies recruiters within Exelare if a technical issue occurs (e.g., host account limitations or meeting errors).

C. Cloud Recording Scopes

cloud_recording:read:recording

Purpose:
Allows authorized users to access and review interview recordings within the Candidate Activity section.

cloud_recording:read:meeting_transcript

Purpose:
Retrieves meeting transcripts for:

  • Interview review
  • Keyword search
  • Documentation
  • Compliance purposes

D. Zoom Phone Scopes

phone:read:*

Purpose: Productivity and Compliance

Allows automatic logging of:

  • Call history
  • Call duration
  • Call recordings

This ensures centralized communication tracking and supports staffing compliance requirements.

E. Messaging Scope

message:read:content

Purpose: Communication Continuity

Allows Zoom Team Chat and in-meeting chat content to be stored in the Candidate activity log, ensuring important communication details are preserved and accessible to authorized team members.

F. User Access Key

user:read:zak

Purpose: Seamless Host Experience

Required for Zoom Meeting SDK integration to allow recruiters to:

  • Start Zoom Meetings from within Exelare
  • Join Zoom Meetings as Host
  • Maintain host privileges (e.g., recording, breakout rooms)

G. Zoom App Scope

zoomapp:inmeeting

Purpose: In-Meeting Workflow

Allows the Exelare Candidate Profile to open as a side-panel Zoom App during a Zoom Meeting. This enables recruiters to:

  • View candidate information
  • Take notes
  • Update candidate status in real time

4. Data Usage and Compliance Statement

  • Zoom data is accessed only after explicit user authorization via OAuth.
  • Data is used solely for defined recruitment workflow functionality.
  • Exelare does not sell, distribute, or share Zoom user data.
  • Access to Zoom data within Exelare is restricted to authorized users.
  • Data is stored securely in accordance with standard security practices.

5. Conclusion

The Exelare–Zoom integration is designed to provide structured, secure, and workflow-driven Zoom Meeting management within a recruitment environment.

All requested scopes are directly aligned with defined functional requirements and are necessary to deliver the described features.

Feedback and Knowledge Base

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