Managing Offer Fields

Kula allows you to create custom offer fields to capture specific details about an offer. These fields are visible when a candidate reaches the offer stage in the offer activity section.

How to add custom offer fields:

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

2. Under the Custom Fields section, select Offer Fields.

3. Default Offer Information:

   • You will see the Default Information section containing the following fields:
     • Candidate Name
     • Job Title
     • Reporting Manager
     • Department
     • Office Location
     • Rec ID
     • Level of Job
     • Offered Compensation Amount
     • Pay Type
     • Offered Equity
     • Vesting Cliff for Equity
     • Vesting Interval for Equity
     • Vesting Period for Equity
     • Bonus
     • Offer Expiration Date
     • Start Date
     • Required Visa/Authorization (International)
     • Required Visa/Authorization (US)
     • Work Authorization Status
       
       Note: The fields in this section are not editable.
       
       
4. Click the Add Custom Offer Field button in the top-right corner.
5. Fill in Field Details:
   • Enter the field name in the Field Name section.
   • Select the field type from the following options:
     • Short Text (single line)
     • Long Text (multiple lines)
     • Single Select (one answer)
     • Multi-Select (multiple answers)
     • Date (select a date)
     • Number (input numbers)
     • URL (input a web address)
     • Yes/No (choose either yes or no)
       
       Note: Field types cannot be changed after selection.
6. Complete Additional Fields:
   • Add a description (optional).
   • The Token field will auto-populate.
   • Choose office locations and departments where the custom field will appear.
   • Select the Required Field checkbox if this field must be completed.
7. Click Add to finalize your custom offer field.

Edit a Custom Offer Field

• To edit, click the field name on the Offer Fields page under Custom Fields, update the necessary information, and click Save.

Delete a Custom Offer Field

• To delete, click the Delete icon next to the field on the Offer Fields page. Confirm the action by clicking Yes, Delete in the pop-up modal.