Skip to main content

Edit a custom field on a candidate profile

Add or update custom field values on a candidate profile so they show up in reports, filters, and segments.

Written by Amritanshu Anand

Capture data on a candidate that doesn't fit the default profile fields β€” visa status, preferred work model, salary expectations, certifications, anything specific to how your agency works. Custom field values are filterable in Advanced Search and surface in reports.

What this is

Custom fields are defined once by an Admin in Workspace Settings β†’ Custom Fields, then become available on every candidate profile in the workspace. Recruiters fill in the value per candidate from the Custom Fields card.

Update a custom field value

  1. Open the candidate's profile.

  2. Scroll to the Custom Fields card.

  3. Click the Edit icon on the card.

  4. Enter or pick the value for each field.

  5. Click Save.

Example

An agency tracks visa status for every engineer candidate. After a screening call, the recruiter opens the profile, clicks Edit on the Custom Fields card, picks "H1B - Sponsorship needed" from the dropdown, and saves. Later, when filtering Advanced Search for candidates who don't need sponsorship, this candidate's record reflects the right status.

Things to know

  • Recruiters can fill in values, but only Admins can add, rename, or delete custom field definitions in Workspace Settings.

  • Field types vary β€” text, dropdown, multi-select, number, date. The editor adapts to whichever type the Admin set.

  • Custom field values are searchable in Advanced Search and can be used as filters, group-by dimensions in reports, and merge fields in email templates.

  • If a dropdown is missing an option you need, ask an Admin to add it β€” don't shoehorn into the wrong value, since it'll skew filters and reports later.

Did this answer your question?