How to add a candidate custom data field
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, Clinch Talent now supports the creation of custom data fields for candidate profiles. This means that you can now build out better, more detailed profiles that cater specfiically 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 now 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 color, number of weeks notice they're required to give their current employer, or their prefererred department for employment in your organization.
To create a custom data field, go to Settings > Company (1.) and click on Candidate Custom Fields on the right. (2.)
Alternatively, scroll down to find the relevant section.
3. Click the green "+" button to add a new custom field
Fill out the details of the field, using the information below to guide you:
What is the name of this field? Give your field a name. This will appear above the field if "Label (if different from field name?" has been left blank.
What type of field is it? Choose from the following:
- Short text field (for use when candidate input is a single word, phrase or sentence)
- Large text area (for use with longer-form text, e.g. candidate cover letter)
- Boolean (is true / false)
If you select "Dropdown," you will now need to add options. This can be done once you have finished creating the new form field. Is this field required? This check box may or may not be visible based on the type of field you have selected. If you wish completion of the field to be a mandatory step when editing a candidate profile, click to check.
Enter an optional placeholder This check box may or may not be visible based on the type of field you have selected. Complete if you you would like your new field to display some default text that would help guide recruiters.
Label (if different from field name): More applicable to the creation of candidate-facing custom fields for form-type CTAs, fill this out only 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
Check the box 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.
You will be returned to the Company Settings screen. If your custom data field type is "Dropdown," you can now add your dropdown options by clicking on the "Options" link. Then, click on the red "+" button to add your options. Once created, custom fields for candidates are applied to all existing and future candidate in your company's CRM and are visible to all team members. These data fields can also be used in searches and in smart list creation.
Custom Fields in Use
To see your custom field in use, go to Candidates via the top or left navigation, search for a specific individual, or, choose one from a list.
Click on that candidate's name to open their profile.
Click on the " Action Button" —the three vertical dots beside the candidate's name— and select "Edit."Scroll to "Custom Fields" and enter the required information before hitting Save.