Configuring Custom Fields

Sense CRM provides organizations with flexibility to capture information beyond the default fields available for jobs, applications, and users. This is achieved through custom fields, which are useful because every organization may recruit uniquely and need specific data.

There are three primary types of custom fields in Sense TRM: Job fields, Application fields, and User fields.

Custom Job Fields

Job fields are custom fields that need to be filled during job creation. They are part of the Job Form and allow recruiters to capture additional data like reason for replacement, designation, or necessary attachments. These fields are available on the requisition creation form.

Here are the steps to create custom job fields in Sense TRM:

1. Navigate to CRM Settings > General Configuration > Custom Fields > Job Fields. Here, you will see all the custom job fields already created.
   
   
   
2. Click on Create New.
3. In the pop-up window, add a Name and a Description for the new field.
4. Choose a field Type from the drop-down menu.
5. The Placeholder for the field will automatically be filled based on the title you provided.
6. Click on Add to finish the process.
   

Once these steps are completed, the new field will be available and listed among the other Job Fields.

Custom Application Fields

Custom Application Fields are a dynamic feature in Sense TRM that allows recruiters to define specific fields they want to capture through a candidate’s application. These fields capture details via referral, careers page, agency, and chatbot forms. To capture custom information using these fields, they must be included in the application configuration for the career page, referral, agency, and internal job posting. You can use these fields to gather information from referrals, careers pages, agencies, and chatbots.

To create custom application fields:

1. CRM Settings > General Configuration > Custom Fields > Application Fields.
   
2. Click on Create New.
3. In the pop-up window, add a Name and an optional description.
4. Choose a Type for the new field from a drop-down menu.
5. A Placeholder will be automatically filled based on your provided title.
6. You can check a box to link this field to the candidate's profile. When you link a custom application field to a candidate's profile, the values entered for that specific field will also be visible on the candidate's Details page.
7. Click Add to complete the process.
   

After adding, you can click on more options to edit or disable the field, and re-enable it later.

Job-wise Application Questions

In addition to Custom Application Fields, users can add specific questions to prepared application forms for individual jobs. These questions can be added to forms for the Careers Page, Referral, Agency, and IJP.

Importantly, the questions added this way will reflect only for that particular job. Creating these questions won't change the forms that are already in use.

To add job-specific questions:

1. Navigate to the specific job.
2. Go to Settings > Scorecard. You can add questions to the configured application forms for the job.
3. Click + Add Section, A pop-up appears where you type the section name. You can also copy from an existing job by typing the job name and selecting sections.
4. Click Add Parameter, enter the parameter name, and click the tick mark to save. Click X to cancel.
5. You can select an application field you want to add from a pop-up list. Only fields not already in use in the respective application form for that job will be available to add; fields already used will be disabled.
6. Configure options for the field/question, such as adding dependency criteria if needed, and choosing if it should be mandatory, optional, or OFF.
7. Click Add to complete the process.
   
   

Import Section Group: Import sections in bulk from a previously created scorecard section group. Type the group name and click import. You can edit or delete parameters.

Add Sample Questions: Click the Sample Question button to open a side panel. Write your message, use editing options, add links, and click Save.

Custom User Fields

User fields are used in the form, which will be filled in while creating a new user in Sense CRM. Sense CRM provides the flexibility to define fields to capture additional information through each user’s profile.

Organizations may need to gather specific information from users for their records. The fields added here will reflect on My Profile under Configuration > CRM Settings > My Account > My Profile.

To create custom fields for the user creation form:

1. Navigate to Configuration > CRM Settings > Custom Fields > User Fields. All the created custom user fields will be listed here.
2. Click on Create New.
3. In the following pop-up, add a Name and description.
4. Choose a Type from the drop-down menu.
5. Note – the placeholder will be automatically filled according to your provided name.
6. Click on Add to complete the process.

The new field will then be available to choose from while creating the Configuration > CRM Settings > Administration > Users > Configuration user form.

Finally, it is important to note that you cannot delete a custom field; you can only disable them.