Adding and Managing Custom Offer Fields

Custom offer fields allow you to capture additional details about an offer beyond the default fields provided. These custom fields appear in the offer activity section when a candidate reaches the offer stage.

Adding a Custom Offer Field

1. Click on the Settings icon located at the bottom of the left-side menu.

2. Under the Custom Fields section, click on Offer Fields.

3. The Default Information section will display fields like Candidate Name, Job Title, Reporting Manager, Department, Office Location, Offered Compensation Amount, Pay Type, Offer Expiration Date, Start Date, etc. Note: These fields are not editable.

4. Click on the Add Custom Offer Field button located at the top right corner of the screen.
   

5. In the Field Name field, enter the name of your custom offer field.

6. In the Field Type dropdown, choose one of the following: Short Text, Long Text, Single Select, Multi-Select, Date, Number, URL, Yes/No, or Currency. Note: Once selected, the field type cannot be changed.

7. Update the Description field to clarify the purpose of the field. The Token field will be auto-populated.

8. Choose the office location(s) and department(s) where the custom field will appear.

9. Check the Required Field box if the field should be mandatory during offer creation.

10. Click on the Add button to create the custom offer field.

Editing a Custom Offer Field

1. On the Offer Fields homepage, click on the field name you want to edit.

2. Update the necessary information.

3. Click the Save button to apply your changes.

Deleting a Custom Offer Field

1. On the Offer Fields homepage, locate the field you want to delete and click the Delete icon.

2. A confirmation modal will appear.

3. Click Yes, delete to confirm and finalize the deletion of the field.