How do I manage fields on Candidates?

By default, the Details tab on the Candidate profile page includes fields where you can record contact information, the source of the candidate, and the responsible recruiter and coordinator.  As well, users with permission to access the Private tab on the candidate profile page can record Current Salary and Desired Salary.  

If you'd like to record other information about candidates in a standardized format (e.g. College/University), users with Site Admin permissions can add custom fields to the candidate profile page.

Here's how:

  • Click Configure
  • Click Custom Options
  • Click Candidates
  • Click either + Add Field or click the edit pencil to edit an existing field
  • Enter the name of the field
  • Select the desired field type.  Important note: it is not possible to update the field type of an existing field.
  • If you'd like to be able to use the value of the field in email and offer letter templates, put a check in the box next to Create new email token
  • By default, the field will display on the Details tab of the candidate profile page.  If you'd like to restrict access to the field to only users with access to the Private tab, put a check in the box next to Mark Private
  • Click Save

In addition to being able to view these additional details on the candidate profile page, any custom fields that you add to the candidate profile page will be included when you export candidate details to Excel via the Candidates tab.

If you're interested in linking application responses to candidate fields, click here is another FAQ that would guide you through the process. 

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Comments

  • Avatar
    Alison Covarrubias

    Hello! If I wanted to create a custom field across all our sales positions to track the current compensation of our candidates, how would I go about doing that?

  • Avatar
    Mary Kathleen Morelli

    Hello Allie,

    Thank you for reaching out about! While you can certainly create a Candidate Custom Field that can be used across all departments to track the current compensation of candidates on your roles, it's not currently possible to create Candidate Custom Fields that only appear for a certain department. This department specific feature is only available for Offer Custom Fields. With that being said, I'd be more than happy to communicate your desire for this feature to our Product team!

    All the best,
    Mary

  • Avatar
    Sean O'Shaughnessy

    Hi,

    Is there or will there ever be functionality to parse information from a resume into a custom candidate detail field? I would like to create language fields which would hold information on a candidate's language skills such as native (spoken) language as well as secondary languages and the proficiency skills fo these second languages. Instead of having to manually update these fields it would be nice if the information could be parsed from resumes.

    Tks,

    Sean

    Edited by Sean O'Shaughnessy
  • Avatar
    Jess Bertubin

    Hi Sean,

    Thanks for writing in and sharing that example!

    Currently this functionality isn't possible however we'd be happy to revisit this down the road. Our present roadmap has a number of projects slated: adding to mobile, centralized dashboard, interviewer and room availability, and more. Feel free to follow along on the Product Blog within the Greenhouse Community!

    Best,
    Jess

  • Avatar
    Claire Priddy

    Hi Jess,
    The education info (school. degree, etc.) won't parse from resumes, correct? Recruiters still need to fill in these fields each time?

    Thank you,
    Claire

  • Avatar
    Mary Kathleen Morelli

    Hello Claire,

    Thank you for reaching out about this! At this time, Education information from a candidate's resume will not be parsed into structured Education fields. Your team will need to manually add this information.

    All the best,
    Mary

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