Overview

Each profile in the following iCIMS Talent Cloud products (e.g., Person, Job, Company, etc.) has several default tabs, on which various types of information are displayed:

• iCIMS Connect (Legacy CRM) 
• iCIMS Applicant Tracking (ATS)
• iCIMS Offer Management 
• iCIMS Onboarding 

User admins have the ability to add new tabs and modify existing tabs for each profile type, configuring the way a profile looks for all of their company's users. This article describes the process of adding and editing a new tab to the Person profile; the steps are similar for all profiles. (User admins can also reorder tabs. For instructions on reordering existing tabs, refer to the Reordering Profile Tabs article.)

Note: User admins can only create two types of tab: fields and pinned. A fields-type tab can be added to any profile, and as its name suggests, it can house custom and standard fields. A pinned tab, however, can only be added to the Recruiting Workflow profile; it is merely a copy of a tab from the Job or Person profile that has been “pinned” to the Recruiting Workflow profile.

This article will discuss creating a fields-type tab only; for information on the pinned-type tab, see Pinning a Tab to the Recruiting Workflow Profile.

Creating New Profile Tabs

In this example, the steps demonstrate creating a tab for the Person profile. The process is similar for other profile types.

1. Select Admin on the menu bar, and select System Configuration on the dropdown menu.
2. Select System from the left navigation panel. 

• Tip: System contains options that pertain across relevant products, rather than product-specific options. Selecting System from the main menu allows User Admins to edit Location (or Company) and Person Profile fields, as well as system-wide settings like Appointment and Notification settings.

3. Select Person from the list of options on the right. 
4. Click the Add New Tab button to launch the Add New Tab window.

• Notes:
  • ​The Add New Tab button only displays when the User Group dropdown is set to Global Group. New tabs can only be created globally, but the tab can later be hidden for all user groups that should not have access to it. 
  • The Add New Tab button only displays on the Platform tab within System Configuration because tabs cannot be added to portal pages. 

5. Enter a name for the tab in the Label field. 
6. For most profiles, Fields is the only option available to user admins in the Tab Type field. On the Recruiting Workflow profile, an additional tab type, pinned, may be created. 

• Notes:
  • Creating a pinned kind of tab is discussed in the Pinning a Tab to the Recruiting Workflow Profile article.
  • To create a tab on a profile that consists of reports, iForms, widgets, or custom URLs, submit a case to iCIMS Technical Support.

7. Click the Show Advanced Options icon to view additional configuration options, if necessary.

• Tip: The Show Advanced Options feature helps users specify when the tab should display and who can access it. 

• Select a Role Type within Advanced Options to configure the tab to display only to those users with a specific role. 
• Select Hidden if this tab should be hidden. (Tabs cannot be deleted, so if a tab is no longer necessary, it must be hidden.) 
• The Show for Profile setting indicates when a tab should display on the profile:
  • Yes: Always show the tab.
  • Feature Dependent: Only show if the corresponding feature is enabled; submit a case to iCIMS Technical Support for assistance.
  • No: Never show the tab. 
• The Show for Create Wizard setting indicates if a tab should be filled out with a new profile is created:
  • Same as Profile: Inherit settings from “Show for Profile.”
  • Yes: Always show the tab.
  • No: Never show the tab.
• Select Hide in Split Screen Right Pane to exclude this tab from the available tab options in the split-screen pane when Profile Redesign has been enabled.

8. Click the Add button to add the new tab to the Person profile.

9. Click the Save button near the top right of the main System Configuration screen to finalize the addition of the new tab.

• Warning: The newly created items will be marked in blue until changes are saved. New tabs are not available to use until they are saved.

 

Editing Profile Tabs

1. Access System Configuration and navigate to the tab that needs to be edited. Click the name of the tab, then select the down arrow on the tab. Finally, select the Edit Tab button.

2. Make any necessary changes within the Edit Tab popup and select the OK button.
3. Select the Save button to finalize the changes to the existing tab. 

Tips: 

• For instructions on reordering existing tabs, refer to the Reordering Profile Tabs article.
• Once you have created a new tab, you will need to add sections and then fields to it (in that order). For more information on adding sections and fields, please see Adding and Editing Profile Tab Sections and Adding & Editing Fields.

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User Admin Curriculum

The iCIMS Knowledge Base includes additional resources to prepare user admins to work with the iCIMS system. These resources have been compiled in the following article: User Admin Curriculum