Keeping your placement records complete and consistent starts with the right field setup. You can add up to 50 custom fields, organise them into sections, and control which fields are mandatory — all within the Field Configuration settings.
Key features: Create up to 50 custom fields, organise them into sections, set fields as mandatory, enable wildcards for the Document Builder, and export field data via the Export Scheduler.
How to Create and Manage Placement Custom
Fields
Follow these steps to add and manage custom fields in the Placement section:
To create a new Placement Custom Field:
Navigate to Settings, then click on Field Configuration, followed by Placement Fields.
Click on the field type you want to create (e.g., Text, Dropdown, Date).
Configure the field label and other settings.
(Optional) Group your fields into sections for better organization.
To make a field mandatory:
Make sure to check the box labeled Mandatory when setting up the field.
So, mandatory fields must be filled before a placement can proceed.
To remove or modify the mandatory setting:
Return to Settings, then click Field Configuration, followed by Placement Fields.
Locate the specific field (e.g., Cost Centre).
Uncheck the Mandatory box to make the field optional. 👉 Proceed with caution to avoid gaps in critical data.
If you encounter issues such as being unable to move candidates to Offer status due to the "Cost Centre" field, follow the steps above to make the field optional. This adjustment ensures smoother workflow transitions.
To enable a custom field as a wildcard:
In the Placement Fields section, select the field you want to enable.
Check the box labeled Enable Wildcard.
This wildcard will now be available in the Wildcard Section of the Document Builder.
To export custom fields:
Go to Export Scheduler in your settings.
Choose the relevant export format that includes Placement data.
Placement custom fields will be included in the export.
Best Practices
Verify the impact of removing mandatory fields on your workflows before making changes.
Document all changes to field configurations for auditing and consistency.
Use sections to group fields logically for a cleaner user experience.
Use wildcards only for fields relevant to your documents to avoid clutter.
Save changes to field configurations and reload profiles or records to ensure updates are applied.
Check for conflicting configurations or duplicate entries if issues persist after modifying field settings.
FAQs
Q1: What happens if I set a Placement field as mandatory?
Answer: The placement process cannot be completed until that field is filled out.
Q2: Can I remove the mandatory status from a field later?
Answer: Yes, you can remove the mandatory setting by unchecking the box in the Placement Fields configuration.
Q3: Where do I find wildcards after enabling them for custom fields?
Answer: Wildcards can be found in the Wildcard Section inside the Document Builder.
Q4: How many Placement custom fields can I create?
Answer: You can create up to 50 Placement custom fields.
Q5: Can Placement custom fields be included in reports or exports?
Answer: Yes, custom field data can be exported using the Export Scheduler.
Q6: What should I do if FastTrack360 sync fails due to Cost Centre issues?
Answer: Open the Job record and navigate to the FastTrack360 section. Fill in the "Cost Centre" field, save, and resend the placement.
If the issue persists, check the Company record to ensure the Cost Centre is correctly synced to FastTrack360 and remove any duplicate entries before re-syncing.
Happy Recruitment #TheVinnyWay🤩