Vincere's field configuration tool allows you to create and customise fields for Candidate, Contact, Job, Company, and Placement records. This flexibility ensures you can capture and store specific information that isn't covered by Vincere's default fields.
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Custom fields are perfect for storing unique information. For instance, if you recruit for an industry with specific compliance requirements, you can record whether a candidate meets those requirements using custom fields, or track the time elapsed since a candidate obtained a professional qualification.
đ¤Tip: Custom fields are fully searchable using both Boolean and Advanced Search, helping you avoid shortlisting the wrong candidates or adding them to incorrect mailing lists.
Create custom fields
To create a custom field in Vincere, follow these steps:
Go to Settings, then click Field Configuration.
Select the record type you want to add a custom field to Candidate, Job, Contact, Company, or Placements.
Click the type of custom field you want to add. Vincere offers eight types of custom fields.
Scroll to the bottom of the page to see the field you have just created.
Click the edit button (pencil icon) to configure the field. Give the field a name, select the relevant options, then click Save.
Add custom fields to a profile
Candidate custom fields
To make a custom field visible on a candidate profile:
Go to the entity list on the left-hand side and select Candidate Summary, Candidate Quick View, or Candidate Onboarding as required.
Add, delete, or reorder sections by clicking the section name.
Search for the field name or select it from the Custom Field list.
Drag and drop the field into the desired section, then click Save.
Contact, Company, Job, or Placement custom fields
To add custom fields for Contact, Company, Job, or Placement records:
Select the record type â Contact, Company, Job, or Placement.
Configure the field by clicking the edit button (pencil icon).
Go to the entity list on the left-hand side and select the relevant summary view â for example, Contact Summary, Job Summary, Company Summary, or Placement custom fields.
Drag and drop the field into the desired section, then click Save.
đNote: For the Company Summary view, expand the Custom Fields section to reveal the fields you have created, then drag and drop the desired field into the Summary view layout. Custom fields for contacts, companies, and jobs are visible under the Custom Fields tab in the profile. The header and banner area of the Company entity is fixed and cannot be customised.
Edit custom fields
You can edit the field name, enable the custom column, and enable wildcard search for any custom field by clicking the pencil icon in the Action column.
For Dropdown list field types, you can also reorder custom field values:
Go to Settings, then click Field Configuration.
Drag and drop the dropdown options into your desired order.
đ¤Tip: This functionality ensures that custom fields remain accurate and relevant, even if they need to be updated months or years after they were first created.
Delete custom fields
To delete a custom field, go to the Field Configuration section and select the field you want to remove. The icon in the Action column indicates whether the field can be deleted immediately:
Red X icon: The field can be deleted directly.
Grey X icon: The field is currently used in specific records. Hover over the X to see where it is being used. You will need to remove the field from those records before you can delete it.
â ď¸Important: Deleting a custom field will permanently remove it from all records. This action cannot be undone.
FAQs
How do I set a tag on jobs to define job quality?
You can use a custom Dropdown list field to tag jobs with a quality rating, such as A to E. Follow these steps:
Go to Settings, then click Field Configuration.
Click Job Field from the button at the top left of the screen.
Select Dropdown lists as the field type.
Scroll to the bottom of the page and click the edit button (pencil icon) on the new field.
Name the field Job Quality, add options from A to E, and tick the Enable custom column checkbox, then click Save.
Click Job Summary from the button at the top left of the screen.
In the Custom Field list, drag and drop the Job Quality field into the table, then click Save.
Navigate to the job you want to rate, go to the Custom Fields tab, and select the appropriate value in the Job Quality field.
To view and filter jobs by quality rating, go to the Job table view and add the Job Quality column. You can then filter from A to E depending on how you wish to rank jobs.