All About Creating and Editing Custom Fields in Vincere
Vincere's field configuration tool allows you to create and customize fields for Candidates, Contacts, Jobs, Company records, and Placements.
This flexibility ensures you can capture and store specific information that isn’t covered by Vincere’s default fields.
⭕ Why Use Custom Fields?
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 these requirements using custom fields. Or, you might want to track a candidate's experience in a particular job function, like the time passed since obtaining a professional qualification.
💡Additionally, custom fields are fully searchable using both Boolean and Advanced Search, helping you avoid mistakenly shortlisting the wrong candidates or adding them to incorrect mailing lists.
Click on the links ⬇️ to skip to the section you're interested in
⭕ Creating Custom Fields
To create custom fields, follow these steps:
Navigate to Settings > Field Configuration.
Choose Record Type: Select the type of record you want to add a custom field to (Candidate fields, Job fields, Contact fields, Company fields, or Placements fields).
Click on the type of custom field you want to add.
Vincere offers eight types of custom fields.
📂 More information on these types can be found 👉 here.
After creating a custom field > Scroll down to the bottom of the page you will see the latest fields that you've just created.
Configure it by clicking the edit button (pencil icon). Give the field a name and select relevant options > Click on Save.
Please refer to this video for visual guidance ⬇️
🔹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 desired.
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 and click Save.
Please refer to this video for visual guidance ⬇️
🔹Contact, Company, Job or Placements Custom Fields
To add custom fields for contacts, companies, jobs, or Placements Custom Fields:
Select the record type (Contact, Company, Job, or Placement).
Configure the field by clicking the edit button.
Go to the entity list on the left-hand side and select the summary (e.g., Contact Summary, Job Summary, Company Summary, and Placement custom fields).
Drag and drop the field into the desired section and click Save.
Please refer to this video for visual guidance ⬇️
Custom fields for contacts, companies, and jobs are visible under the 'Custom Fields' tab in the profile.
⭕ Editing Custom Fields
You're able to edit the Field name, Enable the custom column, and Enable wildcard for the custom fields by clicking on the pencil icon in the action column.
Additionally, in the Dropdown list field types, you also can reorder custom field values:
Navigate to Field Configuration: Go to Settings > Field Configuration.
Drag & Drop: Reorder dropdown options by dragging and dropping them to your desired order.
💡 This functionality ensures that custom fields remain accurate and relevant, even if they need to be edited months or years later.
⭕ Deleting Custom Fields
To delete custom fields, navigate to the Field Configuration section and select the field you want to remove.
Red X Icon: If the X icon in the Action Column is red, you can delete the field directly.
Grey X Icon: If the X icon in the Action Column is grey, the field might be used in specific records. Hover over the X to see where the custom field is being used. You'll need to remove the field from these records before deletion.
📝 Note that deleting a custom field will permanently remove it from all records.
⭕ Adding Custom Fields to Profile
To add custom fields to a profile, follow the steps outlined above for each record type.
Ensure that you drag and drop the field to the profile summary then save changes to make the fields visible in the respective profiles.
With these steps, you can effectively create, edit, and manage custom fields in Vincere, tailoring your records to meet the specific needs of your business processes.
⭕ FAQs
How do I set a tag on jobs to define job quality?
To set tags on jobs to define job quality, for example, A to E - We can use the custom column field.
Go to Settings > Field Configuration > Select Job Field in the blue button (located on the Left Top of the screen)
Choose the field type as Dropdown lists > scroll down to the bottom and click edit the field > Name it as Job Quality, add option from A to E, and tick on the check box to Enable custom column.
Once done, click on Save.
Head back to the blue button (located on the Left Top of the screen) and select Job Summary
In the Custom field > drag and drop the Job Quality field which you've just created to the table > Click on Save.
Navigate to the Jobs that you wish to define job quality > Go to Custom Fields and select the A to E in the Job Quality field.
If you want to rank jobs by quality (A-E) and see a report on how many of these jobs are being worked on - on the Job table view > Go to Job Table View and and add the Job Quality column.
In this column, you can filter from A to E, depends on how you wish to rank the job.
Please refer to the images below for your visual guidance:
Happy Recruitment #TheVinnyWay🤩