As your team grows and your workflows become more complex, managing a large number of custom fields can get messy. To make things easier, Recruiterflow lets you categorize your custom fields.
This capability helps you keep your workspace organized, improves usability, and makes it faster for recruiters to find the fields they need.
What Are Custom Field Categories?
Custom Field Categories allow you to group related custom fields together under a shared label. Instead of seeing a long, unstructured list of fields, users will see neatly organized sections when viewing or editing candidate, job, contact, or company details.
For example:
A category called “Compensation Details” might include fields like “Expected Salary” and “Current CTC.”
A category called “Client Info” could hold client-specific data points for jobs or contacts.
These categories are visible anywhere the fields appear—such as on forms, candidate/job profiles, chrome extension or internal workflows—making navigation easier.
Why Use Custom Field Categories?
Here’s how this feature helps your team:
✅ Declutters long forms and profiles
Grouping fields reduces visual clutter and improves focus.
✅ Boosts efficiency
Recruiters can find and fill out the right fields faster.
✅ Improves consistency
Standardized categories help enforce naming and usage conventions across your team.
✅ Scales with your team
As you create more fields, categories keep your system clean and structured.
How to Create and Use Custom Field Categories?
Step 1: Go to Custom Fields Settings
Go to Settings and choose Custom Fields.
Select the tab for the type of field you want to organize (Candidate, Job, Contact, etc.).
Step 2: Add a Category
Click on the dropdown button adjacent to the "Uncategorized" label and edit the custom field which you want to categorize.
In the next window, add the category name under the "Field Category" box and select 'Create'. We recommend you also add a "Description" so that your team is aware of what this category is.
Finally, click Save.
Your new category is now available.
The Categories apply to all entities in your system - Candidates, Contacts, Jobs, etc
The field will now appear under that category wherever it's used in the system.
Tips for Using Categories Effectively
Group fields based on function (e.g., “Hiring Manager Notes,” “Candidate Preferences”).
Keep category names clear and simple.
Avoid creating too many categories—stick to broad themes.
Revisit and reorganize periodically to keep things tidy.
Related Resources
Need help planning your field structure? Reach out to our team — we’re happy to help!