Skip to main content

Configure the Candidate Summary

Set up and customize the Candidate Summary by arranging, adding, or removing fields to match your organization’s data needs.

Jason avatar
Written by Jason
Updated today

Use this feature to organize candidate information, display key data, and create custom tabs for improved visibility and workflow efficiency.


Access the Candidate Summary Settings

  1. Go to Settings, then click Field Configuration.

  2. Select Candidate Summary, and then click Custom Fields to open the configuration area.

📌 Note: The Custom Fields section allows you to manage both system-defined and user-created fields.


Add or Arrange Fields

  1. From the toolbox, drag and drop new or existing fields onto the Candidate Summary layout.

  2. Rearrange fields by dragging them into your preferred order or location on the page.

  3. (Optional) Create new tabs to group related fields and streamline data presentation.

  4. Click Save to apply all changes.

🤓 Tip: Use tabs to separate key sections such as “Personal Details,” “Experience,” or “Compliance Information.”


Remove Fields

  1. In the layout editor, locate the field you want to remove.

  2. Click the X icon in the top-right corner of the field.

  3. Click Save to confirm your changes.

📌 Note: The field will be removed from all records of that type across your database.


💡 Best Practices

  • Review your Candidate Summary layout quarterly to ensure it supports your current recruitment process.

  • Keep essential fields visible to improve recruiter productivity.

  • Use clear and consistent field labels for easier navigation.


🤔 FAQs

Q1: Can I restore a deleted field?

  • Answer: You can re-add the field from the toolbox and drag it back to your layout.

Q2: Will changes affect existing candidate records?-

  • Answer: Yes. Layout updates apply automatically to all candidate records of that type.

Did this answer your question?