JazzHR Custom Fields

Our Custom Fields feature allows you to store additional information internally on Candidate Profiles and on each Job. This functionality allows you to create unique Job and Candidates fields with text or a drop-down selection, such as 'Client Name' or 'Number of Openings' for Job fields and 'T-Shirt Size' and 'Birthday' for Candidate fields.

Create Custom Fields under Settings > Templates to make them available to fill in on each Candidate Profile and/or Job by default. Get started with the instructions below.

This article will cover:

Create Custom Fields

Please note that only Super Administrators and Recruiting Administrators can create custom fields.

To start creating custom candidate fields in JazzHR:

  1. Click Settings.
  2. Navigate to Templates.
  3. Select Internal Custom Fields.
  4. Click +Add Candidate Field.
  5. Name the Custom Field Name and select the field response type.
  6. Click Add This Field.

To start creating custom job fields in JazzHR:

  1. Click Settings.
  2. Navigate to Templates.
  3. Select Internal Custom Fields.
  4. Click +Add Job Field.
  5. Name the Custom Field Name and select the field response type.
  6. Click Add This Field.

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Enter Custom Fields on the Candidate Profile

  1. Navigate to the Candidate Profile.
  2. Scroll to the Full Profile.
  3. Click Edit Profile.
  4. Enter in the candidate-specific custom fields.
  5. Click Save. 

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Enter Custom Fields on a Job

  1. Navigate to a Job.
  2. Locate Custom Fields on the right column of the page. 
  3. Click the pencil icon next to the custom job field.
  4. Enter the custom field response.
  5. Click Update My Job.

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Report on Custom Fields

Note that Custom Reports are only available to Pro customers and Plus customers with the Advanced Reporting bundle

Report on Custom Fields by building a Custom Report. When selecting the columns to include in your report, check the boxes next to the Candidate Custom Fields and Job Custom Fields you'd like to report on. Use the filter icon in the upper-right of each column to filter candidates and/or jobs by specific fields. 

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Search Candidates by Custom Fields

First, Navigate to the Candidates tab:

  1.  In the Filter options on the right side of the page, locate and click +Add Custom Field Filter.
  2. Select a Custom Field Filter using the drop-down. 
  3. Refine your search using the drop-down parameters and select your search criteria. 
  4. Click Apply

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FAQs

Who can enter/edit the custom field on the Candidate Profile?

Super Admin, Recruiting Admin, and users with access to edit the Candidate Profile can enter and edit custom fields on the candidate profile.

Who can enter/edit custom fields on a Job?

Super Admin, Recruiting Admin, and users with access to edit the Job can enter and edit custom fields on a job.

Will Custom Job Fields be visible during the Job Approval Process?

Yes. The Job Approver will see the fields entered for each job when reviewing and approving. 

 

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