Custom Fields

Custom fields allow you to capture specific information for your requisitions, candidates or offer letters in ClearCompany. Requisition custom fields will appear during the requisition creation process. When creating custom fields for candidates, you will be able to add a field at the bottom of a candidate profile to be filled out by your recruiting team.

In this article:
Navigating to Custom Fields
Custom Fields Options
Requisition Custom Fields
Candidate Custom  Fields
Offer Letter Custom Fields
Reporting and Custom Fields
Additional Resources

Navigating to Custom Fields

1. Select Tools and then Setup. 
2. Click Custom Fields under Recruiting Setup.
   
3. Use the drop-down menu to select the custom field you would like to Add, Remove or Edit. You will have the option for Requisition Custom Fields, Candidate Custom Fields, and Offer Letter Custom Fields.

Custom Field Options

Below are the fields that need to be filled out in order to create a custom field.

Field Name

Enter the text of the question, such as "Employee type"

Category/Order

The category allows you to choose whether a question is required or optional. Order: You can modify the order in which questions are asked. An order number of “1” means that a question will be asked first.

Single Field

A single field is a short text field, designed for a few words or a sentence.

Text Field

A text field is for longer responses, up to several sentences in length.

Single Select

Single select allows the candidate to select one choice of a multiple-choice question. You will enter all possible choices when you create the question.

Multiple Select

The multiple-select option is just like a single select, except the candidate may select more than one answer. Use the radio button to the right of the possible answers to select the default answer. 

Requisition Custom Fields

Requisition custom fields are fields that will appear on the requisition at the bottom of the Budget tab. These fields capture information on a job requisition such as employee type for custom reporting or internal approval purposes. See examples below:

Requisition Custom Field Setup

1. Use the drop-down menu to select requisition custom fields.
2. Once on this page, you can Edit a custom field by clicking the Pencil Icon on the left or create a New one by clicking the New Requisition Field button at the top.
3. Fill out the information on the requisition custom field creation menu that opens on your screen below:

Candidate Custom Fields

Custom candidate fields are editable fields on the candidate tearsheet that your hiring team can edit or fill out. See examples below:

Candidate Custom Field

1. Use the drop-down menu to select Candidate Custom Fields.
2. Click the “New Candidate Field” button.
3. Fill out the information on the candidate custom field creation menu that opens on your screen.

Offer Letter Custom Fields

Offer letter custom fields are fields that you can add to an offer letter, either internal or candidate-facing that ensure important details of the offer are captured for approval. Some examples of offer letter custom fields include Vacation Time, Medical Benefits, and Start Date. These will come in handy when you begin creating offer letter templates. 

Offer Letter

1. Use the drop-down menu to select Offer Letter Custom Fields.
2. Select New Offer Letter Field.
3. Here you may enter the:
   
   1. Field name: enter a term that might be included in an offer letter. Examples: Vacation Time, Medical Benefits, Start Date, etc. You may then describe the field name, if necessary.
   2. A description: This refers to a description of your field. It is not necessary to add a description in order to add a custom field.
   3. Required: You can make a field required, this will be useful when sending information to your Payroll Provider.
   4. Include in Reporting: This allows you to include this field in reports that allow offer letter custom fields.
   5. Answer Type: You can assign a default value to these fields as well - so if you have a standard set of medical benefits, you could include these as a default for the Medical Benefits field. This will save you some time down the road when you are filling out the details of an offer. For the radio button and check box answers, you may select an answer to make it a default answer.

Reporting and Custom Fields

When creating a custom field, you will notice a check box, "Include in Reporting." Selecting this option will trigger this custom field to appear in the reports that can show this value. To  understand which reports can show the custom fields, check out this article: Recruiting and Data Points

At this time, Multi-Select custom fields are not supported at this time.

Include in Reporting

1. If you have already created a custom field and would like to edit make sure the field is included in reporting navigate back to Custom Fields.
2. For the field you would like to include, select the pencil icon.
3. Make sure Include in Reporting is checked.

Additional Resources

Adding and Editing Application Questions