Configure and manage custom fields on the Candidate Profile so you can capture the exact information your business needs, make fields mandatory, show them in tables as custom columns, and use them as wildcards in Document Builder.
⚠ Important: Some standard fields cannot be set as mandatory. See the list in the Make a Field Mandatory section before planning your configuration.
Open Field Configuration
Go to Settings, then click Field Configuration.
On the configuration page, select Candidates so you can view and edit the candidate-specific fields.
📌 Note:
The configuration tool also lets you create and manage fields for Contacts, Jobs, Companies, and Placements from the same screen.
To make the Job Title field visible on the Candidate Profile, ensure the Employment History section is added under Work History, then save your changes.
Add and Configure a New Candidate Field
In Field Configuration for Candidates, create a new field or locate the existing field you want to expose on the Candidate Profile.
Choose a Field Type, then complete any required options (for example, dropdown values or text length) and click Save.
Configure the Candidate Summary Layout
Go to the Candidate Summary layout configuration, then locate the new field you created in the list of available fields.
Click Edit Field, then rename the field as needed so it is clear to your users.
In the field options, choose whether to enable the field as a Custom Column and/or a Wildcard, then click Save.
Return to the Candidate Summary layout, then search for the field you created in the list of available fields.
Select the appropriate section (for example, Employment History) and drag and drop the field into the desired position, then click Save.
📌 Note: For example, to add the Job Title field to the Candidate Summary, ensure it is included under the Employment History section before you drag and drop it into the layout.
Make the Field a Custom Column
In Field Configuration for Candidates, open the field you want to show as a column in tables by clicking Edit Field.
Tick the Enable Custom Column checkbox, then click Save to apply the change.
Go to your Candidate table, then open Table Views & Configuration.
Add the new custom column to the view, then save the table configuration so users can filter and sort by this field.
Use custom columns for fields you frequently filter or sort by, such as Job Title, Source, or Seniority Level.
Make a Field Mandatory
In Field Configuration for Candidates, locate the field you want to make mandatory.
Check the Mandatory box for that field, then click Save to enforce data entry before users can save the record.
For example, to make the Job Title mandatory.
Go to Settings, then click Field Configuration.
Open Employment History, locate the Job Title field.
Tick the Mandatory checkbox, then save your changes.
⚠ Important: Some fields currently do not support the mandatory option. These include: Email Permission, Branches, Brands, Divisions, Teams, Candidate Brief, Candidate Owner, Livelist Active Applications, Picture, Talent Pool, Privacy | GDPR, Desired Functional Expertise, Desired Industry, and Desired Location. These may be considered for future updates or feature requests.
Set the Field as a Wildcard
You can use custom fields from Candidates, Contacts, Companies, and Jobs as wildcards in the Document Builder.
In Field Configuration, open the field you want to use as a wildcard by clicking Edit Field.
Tick the checkbox to enable the field as a Wildcard, then enter a clear wildcard title and field name.
Enter a Key for the wildcard, ensuring it is unique and easy to recognise in Document Builder templates.
Save the field, then use the wildcard key in your Document Builder templates to merge candidate data into documents.
📌 Note: You do not have to include # in the key; the system handles wildcard formatting for you.
Use consistent naming for wildcard keys (for example, CandidateJobTitle or CandidateLocation) so template builders can easily find and reuse them.
Submit a Feature Idea
If you need additional mandatory options or new field capabilities, you can share your suggestions with the Product Team.
Go to the product Ideas Board.
Use the search function to look for existing ideas similar to your suggestion.
If you find a similar idea, vote for it and add a comment explaining your use case and why it is important.
If your idea is not listed, submit a new feature request with clear details on the problem, the desired enhancement, and the benefits for your workflow.
By contributing to the Ideas Board, you help the team prioritise improvements based on real user demand.