How to Add Custom Fields in Workwisely | Step-by-Step

Custom Fields

CUSTOM FIELDS

Custom Fields

Extend candidate, job, and interview records with custom fields — dropdowns, dates, formulas — tailored to your hiring workflow.

Custom fields
👥 WHO USES THIS
▸Recruitment admins extending records
▸TA ops capturing proprietary data
▸Recruiters tracking custom attributes
✨ WHAT YOU'LL ACHIEVE
▸Add fields without code
▸Map fields to reports and filters
▸Keep the ATS tailored to you

This feature allows the administrator to add the additional/custom fields for job postings, candidate profiles, career site and individual employee records to tailor the system to your specific needs.This customization helps capture unique information relevant to your hiring process and employee management.

  • Navigate to Settings → General → Custom Fields

  • Click the +Add button to open the custom field form. 

  • Enter the Field Name, select the Field Type, and define visibility settings. Add the field to relevant forms such as Job Candidates, Job Post, Individuals and Career Site. You can also mark fields as mandatory, ensuring that certain information is always captured.

  • You can manage the visibility of fields for different users and roles.

  • Then ,click Save.

  • Based on the configuration, go to the relevant form to view the custom field.




Fields Description

Title

Description

Field Name


It represents the specific data point being collected. For example, if capturing medical allergies during onboarding, the Field Name could be "Medical Allergies".

Field Type


It defines the format and type of data that can be entered into a particular field. It determines how users input information and how the system processes and stores that data.

  • Text Field- A single-line input field for short text responses(Eg-Name). If enabled, you must set the minimum and maximum character limits for input.

  • Text Area- A multi-line input field for longer text responses(Eg-Address, Medical Conditions).If enabled, you must set the minimum and maximum character limits for input.

  • Single Choice- Allows selection of one option from a predefined list (e.g., Gender: Male, Female, Other).If enabled, you must set the Dropdown Values for input.

  • Multiple Choice- Allows selection of multiple options from a predefined list (e.g., Skills: Java, Python, SQL).If enabled, you must set the Dropdown Values for input.

  • Number- Accepts numeric values only (e.g., Contact Number, Years of Experience).If enabled, you must set the data range for input.

  • Date- Provides a date picker for selecting dates (e.g., Date of Birth, Passport Expiry Date).

  • URL- Allows input of a web link (e.g., LinkedIn Profile, Portfolio Website).If enabled, you must set the URL link for input.

Validation Rule



Validation rules define the type of input allowed in custom fields to ensure data accuracy and consistency. The available validation options include:

  • Alphabet with Space – Allows only alphabetic characters (A-Z, a-z) and spaces. No numbers or special characters are permitted.

  • Alphanumeric with Space – Allows a combination of letters (A-Z, a-z), numbers (0-9), and spaces. Special characters are not allowed.

  • Common Input Alpha Validation – Ensures that only alphabetic characters are entered, restricting numbers and special characters.

  • Common Input Alphanumeric Validation – Accepts both letters and numbers but restricts special characters.

  • All Inputs Allowed – No restrictions; users can enter any characters, including special characters, numbers, and spaces.

Who can see the field

You can define visibility permissions based on roles and specific access levels. This ensures that only authorized users can view or edit the field.

Add Fields to


Custom fields allow organizations to capture additional information that is not included in the default fields.

  • Form Name- Job Candidate, My Profile, Individuals, Team Summary, Career Site.

  • Field visibility in custom fields depends on the selected form name, ensuring that the field is accessible only where needed.

  • Required -Custom fields can be set as mandatory, ensuring that the required information must be provided before proceeding.

  • Integration Mapping Key- If enabled, this allows custom fields created within the application to be mapped to corresponding fields in third-party systems.



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