This article describes the Custom fields feature.
Custom fields are a powerful feature that gives you unprecedented flexibility in managing information across our platform. This feature allows to define and set values to custom fields for employees in the jobs module and employee calendar.
Key benefits
- Create unique fields tailored to your business needs
- Assign custom fields specific to different data objects
- Store critical information from a single, centralized view
Use case examples
- Track salary expectations: Capture and compare salary expectations across different roles and locations.
- Monitor language proficiency: Track candidate proficiency in multiple languages.
- Record work location preferences: Capture preferred work locations (remote, on-site, hybrid).
- Track candidate sources: Track where you found each candidate (e.g., job boards, referrals, social media).
How it works
Note
Only users with System Administrator permissions can manage the Custom fields. This article outlines the necessary steps in the System settings to enable this feature.
Use cases in recruitment and candidate management processes
When Custom fields are created in System settings, they will appear in the recruitment pipeline.
Any user with access to project settings in the recruitment pipeline may set up the custom fields for this project.
Click the drop-down arrow icon next to the project name and select settings. Then, choose the General tab and go to the Custom fields option. The button + Add custom field will present the list of available custom fields already created in the admin settings. You can add up to 10 items.
Now, as custom fields are set for this project, we can return to the project board. When we open the Candidate Drawer, the selected Custom field will appear.
Custom fields might be the most useful in the list view.
In the list view, all custom fields set for the project are available in the table. You can see the ones already selected for each candidate or make the selection yourself. You can do this by clicking a candidate's name and updating it in the drawer or by clicking directly on the corresponding cell in the table.
These custom fields are available for the list of candidates and applicants (the next tab after the List). They're identical for the candidate and the applicant. When the applicant becomes a candidate, the custom fields automatically migrate to this candidate, so they're inherited from the applicant to the candidate.
Custom fields can be saved as a part of a template to quickly configure fields for multiple projects.