Custom Fields are designed to allow you to collect, store, and utilise additional data around your hiring process that isn't already collected as standard in Pinpoint.
For example, as part of an approval process, you may want anyone creating a new job in Pinpoint to detail certain information about the hire to you, such as the salary bracket it fits into, or the headcount. Custom fields would allow you to add specific fields to the New Job page to capture this information, and it will then be added to the draft that's sent to the sign-off signatories to approve.
Or, you could use Custom Fields to ensure specific offer details are included in the offer letter for every candidate, such as bonus or share allocations. These are just two examples, but the ways in which you could use custom fields to customise your hiring processes are endless.
Where can I use Custom Fields?
Custom Fields can be assigned to:
Jobs (and the data from the fields is included in the Sign-Off draft for approval)
Talent Pipeline Candidates
Offers (including the offer letter and offer email)
The data from custom fields can be used in the Report Builder.
What type of fields can be created?
Custom fields can be:
Short Text Fields
Long Text Fields
Select / Pick from List (Single)
Select / Pick from List (Multi-Select)
How do I create Custom Fields?
Firstly, navigate to the Custom Fields page from the Pinpoint settings menu (you'll need to have the Company Manager role assigned to you to see this).
This will open the Custom field overview, which will show you any fields you have defined.
Select the Create New button on the right hand side of the screen:
You'll then be able to define the details of the custom field, including which part of Pinpoint the field is used in, the type of data you are collecting, and a sample value for use in the Report Builder preview.
Once you have saved the details, the field will then be ready to use in the platform.
The order the custom fields appear in their respective location can be adjusted using the up down arrows to change their position.
The order of any elements inside a select or multi-select custom field can also be changed by dragging and dropping any item in the list.