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Custom fields for candidate profiles [Pro]

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Workable organizes candidate information into a standard format, using ‘fields’; different segments for each piece of information. This makes it easy to find what you need at a glance, e.g. name, resume, contact details.

The out-of-the box candidate profile in Workable is designed to include fields that are standard for every company. However, some roles require more detailed or specific information from candidates (e.g. pilot license number, starting salary).

Custom fields are included with a Workable Pro subscription. To talk to someone about the implementation of custom fields for your account, contact a member of our sales team:

  • USA & Rest of World: +1 857 990 9675
  • Europe: +44 203 826 8149

Alternatively, complete the following form and a qualified member of the team will get back to you to map out a plan customized for your company.


Overview

Custom fields enable you to collect the exact information you need from candidates and store it automatically on their profile.

These fields can be added to application forms or used internally by the hiring team. You can also set the visibility of fields, meaning that certain information remains confidential.

custom-fields-overview.png

Note: If you don’t think custom fields are a good fit for your needs right now, you can still add extra questions to your application forms.


Custom field types

Workable provides two different field types, depending on whether the information is to be provided by the candidate or the hiring team:

1) Candidate fields

These fields are displayed on job application forms. Candidates will have the option to fill them out when they apply. The information received will be stored on the candidate’s profile.

Examples:

  • Right to Work
  • Level of highest degree

2) User fields

These fields are displayed on candidate profiles and can be filled out by members of the hiring team.

Examples:

  • Expected salary
  • Available after (start date)

Custom field formats

Workable offers a broad range of data formats, outlined below. An implementation specialist will help you determine which option is best for the data you want to collect, and where on the candidate profile the fields should be displayed.

  • Paragraph: these fields are designed to be answered in the form of a sentence or paragraph. Common uses include: assessment questions or open-ended essay-style questions, requesting links to work samples
  • Short Answer: limited to 128 characters, short answer fields are best-suited for cases where multiple choice options might be too lengthy or where you would like a concise, free response. Uses could include: “What is your strongest skill?”, “What is your favorite movie?”, “Describe yourself in 100 characters”.
  • Yes/No: ask candidates to provide a yes or no response.
  • Date: ask the applicant to select a date from a calendar menu. Common uses include: requesting a potential start date, determining a date when licensing/certification was received.
  • Dropdown: enable the user to select an answer from a dropdown menu. Use this option if there are multiple brief answers to a question, which would take up too much room on the page as a standard multiple choice question.
  • Multiple Choice: this field type will allow you to add multiple answer options. Choose whether only one answer can be selected or multiple answers.
  • Number: this field type will only allow users to input numbers. Uses include: asking about current salary or years of experience.
  • File upload: ask the applicant to attach a file. This is useful for collecting portfolios or other documentation which would not be included in a resume or cover letter.

Supported file types for upload are:

.doc, .docx, .gif, .html,.jpeg, .jpg, .odt, .pdf, .png, .ppt, .pptx, .rtf, .tiff, .txt, .xls, .xlsx, .zip

The maximum file size is 20MB.


Using custom fields

After implementation, custom fields are accessed via the Recruiting preferences section of your account.

custom_fields_preferences.png

Administrators can change the visibility options for fields on this page. You can also quickly reference your fields and see if the data is User or Candidate provided.

Click the link describing the audience to change the visibility options.

custom-fields-visibility.png

Candidate-provided fields will appear when you create the application form for a job. Set them to mandatory, optional or off per job as required. 

custom_fields_application_form.png

When a candidate applies you will see these fields included on their candidate profile.

custom_fields_application_form_2.png

User-provided fields are set in the Workflow section of the job editor. You can enable or disable fields depending on their relevance to the job.

custom_fields_workflow.png


Viewing custom fields

Custom fields (both candidate and user) will appear on candidates’ profiles. The location of each field is set at the implementation stage. If you have turned off a field for a given job then it will not appear in the candidate profile. You can turn the field on at any time to have it appear.

custom-fields-in-candidate-profile.png

In the above screenshot the company has added a custom ‘Salary Info’ section to record the candidate’s expected and current salary. At the beginning of the default ‘Summary’ section they have inserted a field to record an “Available after” date.