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How to Create and Use Custom Fields

Custom Fields allow you to create internal, configurable fields to track applicant information that is not collected during the initial application.

Updated over a week ago

Create a Custom Field

  1. From the sidebar, click on Settings

    Step 1 screenshot

  2. Click on Company

    Step 2 screenshot

  3. Click on Custom Fields

    Step 3 screenshot

  4. Click on Create

    Step 4 screenshot

  5. Add a Label for the custom field

    Step 5 screenshot

  6. Select the Field Type (Text, Yes/No, Date, Single Select, or Multi Select)

    Step 6 screenshot

  7. Toggle Searchable if you want this field to be available in search filters

    Step 7 screenshot

  8. Toggle Required if employees must fill out this field

    Step 8 screenshot

  9. If the field is required, select the Applicant Stage(s) where this field must be completed:

    Step 9 screenshot

  10. Click Create

    Step 10 screenshot


Edit or Archive a Custom Field

  1. Click on the dropdown trigger next to the custom field

    Step 11 screenshot

  2. Select Edit to make changes, or Archive to remove it from active use

    Step 12 screenshot

  3. Archived fields can be viewed under Archived Custom Fields

    Step 13 screenshot


View and Update Custom Fields on an Applicant

  1. From the sidebar, click on Applicants

    Step 14 screenshot

  2. Click on the name of the applicant

    Step 15 screenshot

  3. On the right side of the page, click on Custom Fields

    Step 16 screenshot

  4. Click Edit

    Step 17 screenshot

  5. Fill out or update the custom field values (for example: Yes/No selections, dates, or dropdown options)

    Step 18 screenshot


Use Custom Fields in Searches

Method 1 : Filter by Custom Fields:

  1. Go to the Applicants page

    Step 19 screenshot

  2. Click on Filters

    Step 20 screenshot

  3. Select Custom Fields

    Step 21 screenshot

  4. Choose the Custom Fields and the values or options you want to filter by

    Step 22 screenshot

Method 2: Display Custom Fields as Columns:

  1. On the Applicants page, Click on Display

    Step 23 screenshot

  2. Check the custom fields you want to see

    Step 24 screenshot

  3. A new column will appear in your applicant list for each selected field

    Step 25 screenshot



    Now you can standardize internal workflows, enforce required steps, and track custom applicant data across your entire hiring process!


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