Custom Applicant and Position Fields

TAM includes many fields for use on the Applicant and Position pages.  Occasionally you may find a need to include additional information in these areas.  You can do this by adding custom fields. Custom fields can be found by going to Setup -> Other Company Settings and can only be accessed by TAM users at the administrative level.

 

The Custom Applicant fields can be used to track any information about your applicants that you want, such as security clearance level, personality assessment results, certifications, etc.  Each field can be created as open ended, as a drop-down list (single responses), or checklist (multiple responses).

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  • To create a drop-down list (single choice) click on "drop-down list" to open a text box. Enter each of your choices separated by a newline (Enter).
  • To create a checklist (multiple choice) click on "checklist" to open a text box. Enter each of your choices separated by a newline (Enter).
  • Each field can be hidden from any of your user groups. For example, you may have a field for "Salary Desired" which you do not wish to be seen by your hiring managers. Click on the "key" icon and then select each user group you want to have access to this field.
  • Each field can be "Archived" when no longer being used. This allows keeping the data in each applicant's records.
  • You can change the order of the fields using drag-and-drop. Simply position your cursor on the row you wish to move, in an empty space of that row. The cursor will turn into a "cross".  Then click and while holding down the mouse key, drag the row to its new position. 
  • Make sure to Save any changes.

Once these fields are created they will be display on the Applicants' table as well as on each Applicant's page.  They will also be displayed on appropriate reports.

Fields can be renamed, but this should be done very carefully as there may already be existing data in your applicant's records.

 

The Custom Position Fields can be used to collect information that is useful for each position, such as security clearance level, client name (for 3rd-party recruiters), project name, etc. 

custom_pos.png

  • To create a drop-down list (single choice) click on "drop-down list" to open a text box. Enter each of your choices separated by a newline (Enter).
  • To create a checklist (multiple choice) click on "checklist" to open a text box. Enter each of your choices separated by a newline (Enter).
  • Each field should be marked as "Internal" or "External". External fields are displayed to applicants on each Job page, and on your Careers page if you're using the TAM-hosted table display.
  • Each field can be "Archived" when no longer being used. This allows keeping the data in each applicant's records.
  • If you use an internal requisition number or other identifier that you want visible for each position in TAM, you can append that field to the TAM position number by selecting "Append to Position #".
  • Each field can be hidden from any of your user groups. For example, you may have a field for "Salary Desired" which you do not wish to be seen by your hiring managers. Click on the "key" icon and then select each user group you want to have access to this field.
  • You can change the order of the fields using drag-and-drop. Simply position your cursor on the row you wish to move, in an empty space of that row. The cursor will turn into a "cross".  Then click and while holding down the mouse key, drag the row to its new position. 
  • After you create/edit a field, click Save at the bottom.

Fields can be renamed, but this should be done very carefully as there may already be existing data in your positions.

 The custom position fields will appear on the Create/Edit Position page, and will also appear as columns on the Positions Table.