Recruitment Marketing Public

Overview

When it comes to building candidate profiles, every company has a different set of information needs that they wish to see reflected.

To accommodate that, Recruitment Marketing supports the creation of custom data fields for candidate profiles. This means that you can build out detailed profiles that cater specifically to your company's information needs.

For example, in addition to core details such as name, email, phone number, and social accounts, candidate profiles can also be edited to include whatever custom information your company considers valuable. This could be anything from the candidate's address or nickname, to their favourite colour, the number of weeks notice they're required to give their current employer, or their preferred department for employment in your organisation.

Creating a custom data field

1. From the side menu, under Company click Settings.
2. Under Candidate click Candidate custom fields.
3. Click the New button.
4. Complete the following details:
   • What is the name of this field - enter the name, which will appear above the field if Label (if different from field name) has been left blank.
   • Mapping Name - select either one of the 10 string fields or 15 dropdown fields.
   • Is this field required - only applicable to string fields. If you wish the completion of the field to be a mandatory step when editing a candidate profile, select to check.
   • Enter an optional placeholder - only applicable to string fields. Complete if you would like your new field to display placeholder text that would help guide recruiters.
   • Label (if different from field name) - add a value if you wish to see something different to the field name above the field information when it appears on the candidate profile. For example, the "Field name" may be "Dept." but the "Label" you enter may be "Candidate's preferred department".
   • Show this in Advanced Search - Select this if you would like this new custom field to be available as a data type in the Advanced Search feature i.e. if you would like to be able to search for candidates based on the information entered in this field. Custom data fields for candidates can also be used in the creation of smart lists.
5. Click the Save button.

Adding options to drop down fields

1. From the side menu, under Company click Settings.
2. Under Candidate click Candidate custom fields.
3. Click the Options link against the relevant field.
   
4. On the Options for field page, click the New button.
   
5. Enter a name.
6. Click the Save button.
7. Repeat to add other drop down options as required.

Once created, custom fields for candidates are applied to all existing and future candidates in your company's CRM and are visible to all team members. Where configured to be Show this in Advanced Search these data fields can be used in searches and in the creation of smart lists.

Refer to Creating a list for more information.

Using a custom data field

To add or edit data in a candidate custom field for a particular candidate:

1. From the side menu, under CRM click Candidates.
2. Use the search options to find the relevant candidate.
3. Click the candidate's name to open their profile.
4. Click the View Full Profile button.
5. Next to their name, click the Actions icon then select Edit.
   
6. Scroll down to the Custom Fields and enter the required information.
7. Click the Save button to keep the settings.