Opening Custom Fields vs Flagged Fields

What’s the difference?

While they may look similar, they operate a bit differently. It’s easiest to separate Opening Custom Fields from Flagged Fields in your mind by thinking of it like this;

• Opening Custom Fields are used for Job Openings
• Flagged Fields are used for Candidates

What they share in common is that they are both internal-only, which means that only your team can see these fields, and your candidates cannot see your Opening Custom Fields or your Flagged Fields.

Opening Custom Fields

To set up Opening Custom Fields, you’ll go to Settings > Opening Custom Fields:

Here you can click the +Add New Field button:

Here, you’ll see the fields to fill out for your Custom Field. 

• Field Name: The title of the field

• Field Type: Which answer type you want to provide to your team. The options are:

  Text, Paragraph text, Number, Date, Web-link / URL, Single-select list.

• Make it private: This allows you to make the custom field visible to only Super Admins and Recruitment Managers

In this example below, you can see that the field name is Department, the field type is Single-select list with the options to select, and the private box is checked.

Now that you’ve got your Custom Fields set up, let’s see how they look on your opening! Under the Job Details tab of your opening, you’ll notice that none of the fields you set up are appearing. To add the fields you just created, you can click the blue Set up now text.

You will then see all the Custom Fields you created, and you can fill them all out or you can choose to only fill out one of them. Opening Custom Fields are available to all openings, but you don’t need to use them all on every opening!

Once you fill out the custom fields that you want, you’ll then see them appear on your opening under the Additional Details field:

Flagged Fields

Now lets discuss Flagged Fields on your candidates. To set up Flagged Fields, you can go to Settings > Flagged Fields.

You can add a flagged field by clicking the blue +Field button:

Here, you’ll see the fields to fill out for your Flagged Field. 

• Name: The title of the field

• Type: Which answer type you want to provide to your team. The options are:

  Text, Choose one option from a list, choose multiple options, Web-link / URL, Number, Email address

• Make it private: This allows you to make the custom field visible to only Super Admins, Recruitment Managers, & Job Admins
• Mark as required for*: You can choose to make these Flagged Fields populate on all candidate profiles, or candidate profiles in specific openings.

Here’s an example of a Flagged Field at work! Notice this field is for “Salary expectation”, with the answer type of “Single line text”, and it is set to only appear on candidate profiles on three job openings.

When you visit a candidate profile in one of those openings, you can see these fields appear. The red circle with a number in it indicates how many required fields there are for a user to fill in on the candidate profile:

By clicking the edit pencil to the right of each line, you can fill in those fields:

Reporting

• Opening Custom Fields pull to the Opening Excel Report. They will display as a column with the header of “Opening Info”.
• Flagged Fields pull to the Candidate Excel Report. They will display as a column with the header of "Flagged Field: [field name]". 

Questions? Feel free to reach out to us at hire@trakstar.com!