Create Custom Recruiting Fields
In this step, you help HR recruiters monitor the interview process by adding custom fields to capture interview outcome information. Ling Wu wants interviewers to rate and comment on each candidate in the areas of core competencies and leadership skills and give feedback on whether they recommend a candidate for hire. To do this, set up some custom fields on the Review object.
Create Custom Picklists
Create custom recruiting picklist fields for Core Competencies and Leadership Skills so interviewers can quickly rate candidates on a scale of 1 to 5.
- From Setup, click Object Manager and select Review.
- Click Fields & Relationships, then New.
- Select Picklist as the Data Type and click Next.
- For Field Label enter
Core Competencies
. - Select Enter values, with each value separated by a new line and enter these values:
1 2 3 4 5
- For Help Text, enter
For this category, rate candidate on a scale of 1 (lowest) to 5 (highest)
. - Click Next, Next, then Save & New.
- Follow steps 3 through 7 and create two more picklists with
Leadership Skills
andExperience
as the field labels.
Create Custom Text Fields
Next, create custom text fields for Core Competencies, Experience, and Leadership Skills, so interviewers can add comments on the candidates.
- Select the Text Area as the Data Type, then click Next.
- For Field Label, enter
Core Competencies Comments
. - Click Next, Next, then Save & New.
- Follow steps 1 through 3 and create two more text areas with
Leadership Skills Comments
andExperience Comments
as the field labels.
Create a checkbox field allowing interviewers to recommend candidates for hire.
- Select Checkbox as the Data Type and click Next.
- For Field Label, enter
Recommend for Hire
. - For Help Text, enter
Do you recommend that we hire this candidate?
- Click Next, Next, then Save & New.
Now create a text field allowing interviewers to give reasons they recommend a candidate.
- Select the Text Area as the Data Type and click Next.
- For Field Label, enter
Reason Recommended
. - Click Next, Next, then Save & New.
Next, create a lookup relationship field for Interviewer.
- Select Lookup Relationship as the Data Type and click Next.
- For Related To, select Interviewer and click Next.
- For Field Label, enter
Interviewer
. - Click Next, Next, Next, then Save & New.
Finally, create a master-detail relationship field for Job Application.
- Select Master-Detail Relationship as the Data Type and click Next.
- For Related to, enter Job Application.
- Click Next.
- For Field Label, enter
Job Application
. - Click Next, Next, Next and Save.
Your job is done! AW Computing’s Recruiting App is in great working order now. You’ve created custom objects, site objects, and junction objects. You’ve added custom fields and you’ve customized page layouts. And the HR team can do a better—and faster—job of placing talented new employees in the right roles on the company’s ever-growing teams.