Overview

iCIMS Candidate Relationship Management (CRM) is a powerful tool that organizations can use to recruit, attract, and engage qualified candidates. Working seamlessly with iCIMS Applicant Tracking (ATS), CRM provides comprehensive search and email capabilities that enable recruiters to find and communicate with the best-matching candidates for their jobs.

iCIMS Candidate Experience Management (CXM) combines the functionality of traditional candidate relationship management technology with AI-enhanced marketing automation capabilities to assess candidate engagement and automate campaigns.

CXM and CRM users have one of two roles: recruiter or recruiter admin. Recruiters have access to all functionality that allows them to search for and contact candidates. Recruiter admins, however, have extra permissions and capabilities not possessed by regular recruiters. This includes adding, editing, and deleting custom fields in CXM or CRM.

For more information on user access and recruiter admin permissions, review the Managing Recruiter User Access and Configuration Settings in iCIMS Candidate Experience Management (CXM) and iCIMS Candidate Relationship Management (CRM) article.
 

Understanding Custom Fields

The Custom Fields tab of the Admin Settings page enables recruiter admins to view, create, and edit custom fields within their system. When custom fields are set up in your system, they appear in several places and are visible to all CXM or CRM users:

• Those fields display at the bottom of both the Add Candidate and Edit Candidate pages in CXM and CRM.
• Selections made for those custom fields display on the candidate's profile at the bottom of the Additional Information subtab (under the Background tab).
• Those fields display as filters on the Search Candidates panel. For more on using filters, review the article Searching for Candidates in iCIMS Candidate Experience Management (CXM) and iCIMS Candidate Relationship Management (CRM).
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  • Note: Custom fields that are open text fields do not display as search filters in the search filters list. Due to their open-ended nature, text fields do not make good search filters in the way that, for example, single select and date fields do.

This tab lists all of your organization's custom fields in table format. The following information is included in the table and is required for all custom fields:

• Field Name: The name of the field as displayed in the system.
• Field Type: The type of field as displayed in the system. The following field types are supported:
  • Short Text: A free-text field to enter a shorter string of text (i.e., 100 characters or fewer).
  • Long Text: A free-text field to enter a longer string of text (i.e., more than 100 characters).
  • Single Select: A dropdown field to make one selection from a list of options.
  • Date: A date field to enter a specific calendar date.
• Answers (if the field type is set to Single Select): The options for the single-select dropdown. In the table, the Answers column lists the number of options available in each dropdown. If the field has a different field type, the column displays N/A.

 

Creating Custom Fields

Recruiter admins can add custom fields to CXM or CRM by selecting the + Create Custom Field button at the bottom right of the Custom Fields tab. This opens the Create Custom Field page, where the admin enters a name for the field and selects its field type.

When Single Select is selected as the field type, the Answers section opens at the bottom of the page.
 
Using the Answers interface, recruiter admins can:

• Add a new dropdown option by selecting the +Add Another button and entering text in the Value field of the new row.
• Delete an existing option by selecting Delete in that option's row.
• Update an existing option by editing the Value field in its row.
• Reorder the dropdown options that display by dragging and dropping them to a new spot in the interface.

After selecting Submit at the bottom, a Custom Field Added message displays, and the new custom field is added to the table.
 

Editing Custom Fields

Any custom field can be edited by selecting that field's row on the Custom Fields tab and making any changes to the field name, field type, and answers. Once the recruiter admin selects Submit, those changes are saved, and the table is updated with the new information.