Custom Fields

Admin Help Center · Onboarding

Custom Fields

How to enable the additional fields

WHO USES THIS

Admins and HR Managers configuring the onboarding experience — they decide which extra fields every candidate should fill in on top of the built-in ones.

WHAT IT DOES

Lets you define Custom Fields and attach them to any onboarding form, so every new joiner captures the company-specific data you need (PAN, blood group, emergency contact, etc.).

BEFORE YOU BEGIN

• Admin or HR Manager role with access to Settings
• A clear idea of the additional data you need to capture
• The form(s) the field should appear on — Job Candidate, My Profile, Individuals, Team Summary, or Career Site

WHAT YOU’LL ACHIEVE

You’ll add one or more custom fields that appear on the selected forms, optionally marked as mandatory so onboarding cannot be completed without them.

Navigate to Settings → General → Custom Fields

Employee details can be recorded in their profile, with default fields covering most essential information required by the organization. However, if additional information is needed beyond the default onboarding fields, custom fields can be added. Fields can also be marked as mandatory, ensuring that candidates or employees cannot skip them during the onboarding process.

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Quick Steps

Create a Custom Field

1. Click the + Add button to open the custom field form. 
   
2. Enter the Field Name, select the Field Type, and define visibility settings. Add the field to relevant forms such as Job Candidates, My Profile, Individuals, Team Summary, and Career Site. Additionally, configure whether the field is mandatory.
   
3. Then click Save.
   
4. Based on the configuration, go to the relevant form to view the custom field.
   

💡 TIP

You can add a custom field to multiple forms at once. Select every form where the field should appear while creating it — you don’t need to recreate the field per form.

Visual Walkthrough

ON THIS SCREEN

• Path: Settings → General → Custom Fields
• + Add opens the Custom Field form with Field Name, Type, and target forms
• Assign one custom field to multiple forms in a single save

📌 NOTE

Field visibility is driven by Form Name. A custom field appears only on the forms you select, so pick them carefully — a field added to Individuals only will not show up on the Career Site.

📋

Reference

Fields Description

Title	Description
Field Name Mandatory Field	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 Mandatory Field	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 Mandatory Field	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.

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Frequently Asked Questions

Q.Where do custom fields show up for the new hire?

In the onboarding form(s) you selected while creating the field. If you tagged the field to Personal Information and Work Experience, both sections in the self-onboarding flow will show it.

Q.Can I add a field to more than one form?

Yes. On the Custom Field form, tick every form where the field should appear and save once — the field is attached to all of them.

Q.Which field types are supported?

Common input types are available — Text, Number, Date, Email, Dropdown, Multi-select, File upload, etc. Pick the type that matches the data you are capturing.

Q.Are custom fields mandatory for the candidate?

Only if you tick Mandatory Field when you create them. Non-mandatory fields are optional, and the candidate can leave them blank and still submit.

Q.Can I change or delete a field after a candidate has submitted data?

You can edit display settings (label, help text, mandatory). Deleting the field will also remove any data captured against it for past candidates — do this only if the field is truly no longer needed.

What’s Next

NEXT ARTICLE

Steps for Individual Onboarding

Use your new custom fields to invite and onboard a single candidate end-to-end.

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