How to add a candidate custom field?

Modified on Tue, 25 Jul, 2023 at 5:41 AM

The candidate information provided by the candidate at the time of applying or registering will be organized in the ATS. However, if you need to collect additional candidate details beyond the predefined ones, you can create a custom field under the "Candidate" type to gather the required information. This data will be stored in the Zappyhire ATS.


Please note that only users with administrator access have the authority to add custom fields. To do so, follow these steps:


Step 1: Go to Settings > Custom Fields.


Step 2: Click on the "+Add new Custom Field" option on the Custom Field Management page.


The Create Custom Field panel will appear.


Step 3: Select the "Candidate" module on the panel.


Step 4: Provide a name and select a type for the field. You can choose from various types, such as Text, Date, User, Large Text, Number, Number (With Decimal), Yes/No, Text (Single Select), Date (With Time), Skill, Skills (Multiselect) and Text (Multi-Select).


Note: If you select the field type Text (Single Select) or Text (Multi-Select), a new field will appear for entering dropdown choices.


Step 5: Add the question you want to ask the candidate. You can present these questions via chatbots or the registration form to collect data.


Step 6: Provide a default value that will be auto-filled and displayed in the custom field, and a tooltip message that will be shown when hovering over the "i" symbol next to the custom field.


Step 7: Under "How do you want to save this custom field?", choose between "Candidate level" or "Job Application level".



Job Application Level: Examples of job application-level custom fields include Expected Salary, Possible Earliest Joining Date, etc. These fields will be visible on the Edit Candidate page on the Job page but not on the Edit Candidate on the Candidate Repository screen. If the custom field contains data, the field value will be visible on the Candidate details page on the ATS, Candidate Profile pages on the Candidate Portal, and the Interview portal.


Candidate Level: Examples of candidate-level custom fields include Identity, Nationality, etc. These fields will be visible on the Edit Candidate page on the ATS candidate repo screen. The field value will be displayed on the Candidate details page on the ATS, Candidate Profile pages on the Candidate Portal, and Interview portal.


Step 7: Select the portals where you want to display the custom field. You can choose to display the field value on the Zappyhire ATS, Candidate Portal, Interview Portal, and Candidate Registration form.


Step 8: Finally, click on Save to create the new custom field. 


Note: Any candidate custom field question created will be reflected in all the chatbots (Job Application bot, Job stage chatbot, Data enrichment bot). These questions will be saved in the chatbot question library as custom field questions.


To learn how to collect custom field data via a chatbot, please read the article, “How to use a data collection chatbot?

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