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Job-Associated fields and files
Job-Associated fields and files

This article will help you upload and share candidate fields/files associated with jobs.

Avipsa Lakhanpal avatar
Written by Avipsa Lakhanpal
Updated over a week ago

Job-associated fields let you tailor the application process to the specific requirements of each job opening.

Recruit CRM streamlines the process of managing candidate information by allowing you to customize fields based on the different job roles the candidate is being considered for.

You can easily add and share job-specific fields for candidates, and ensure you gather the most relevant information for each position.


How to add custom job-associated fields?


2. Scroll down to the “Job Associated Files” section and click on 'Add Field':

3. Enter the field name and select its type from the following options: 'Text', 'Long Text', 'Dropdown', 'Multiselect', 'Number', or 'Checkbox'.

4. Click on the green 'Save Field' button to add the field.

Recruit CRM lets you add 5 custom job-associated fields apart from the 5 default 'File' type job-associated fields in the system.


How to make job-associated fields visible on the job application form?


1. Once you add the fields, turn the visibility 'ON' of the desired fields to make them visible on your job application form. Additionally, you can mark fields as 'Required' to make them mandatory for applicants to fill out.

2. Hit the green 'Save' button to save your changes:

3. Upon saving the changes, the desired fields will become visible on the job application forms as well, ensuring that applicants can easily access and fill them out as required.

Any changes you make in the Job application form settings will apply to all the job application forms. However, you can also customize these fields uniquely for each job application form.


Accessing job-specific details submitted by candidates 📄


On the job details page, within the "Candidate Pipeline" tab, click on the "Job Specific Details" button in the candidate details section to access job-related information for each candidate.

You'll be able to access the job-associated fields that you've added, enabling you to upload files, add values to those fields, and view previous values added by yourself or submitted by candidates via the job application form.

Furthermore, you'll also be able to review the candidate questions that the candidate has submitted for that specific job.


Job-Associated files


You might need different information from a candidate such as a different Cover Letter or Resume based on the different job roles they're being considered for. Recruit CRM makes it easy to add, store, and share job-specific files for Candidates.

If one of your candidates wants to apply to 2 different jobs, say a Marketing role and a Sales role, with 2 job-specific Resumes. The candidates can now submit different CVs/ Portfolios/ Cover letters/ Other files for different jobs from the job application form.

1. If you are on the Candidate’s profile, you can find the “View Files” option under the Assigned Jobs tab. (as seen in the image below):

2. On the Job profile, you’ll find the “View Files” option under Candidate Pipeline:

Once you click on the “View files” button under each Job assignment, you’ll have the option to add/ store 5 standard files such as Formatted Resume, Cover Letter, Portfolio and an additional 2 other files for each job.

These can also be Resumes formatted and Cover Letters created within Recruit CRM. This article will give you more information: Resume/ CV Formatting

There are two ways in which you can add a candidate file associated with the job:

1. You can click on the “Upload file” option and upload a brand new file into the system

OR


2. You can use the “Select file” option to choose an existing file from within the files section of the Candidate.


How to share job-associated fields with clients? ✅


While submitting candidates to clients, you can share the fields/files associated with the particular job. To do that, click on the "Fields Shared with Clients" button and select the fields/files that you want to share.

On the Assigned Candidates list within a job, you have the flexibility to display job-associated fields in the List view, run Advanced searches based on these fields, and seamlessly export them along with the candidate data.

Hope this helps!


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