Customize the Review Page Layout

Create Customized Page Layouts

A page layout determines the fields, sections, related lists, and buttons that appear when users view or edit a record. You can modify an object’s default page layout or create a new one.

Giving the HR team easier access to the records they need further empowers them to match the right candidates with the right jobs. Now customize the Review page layout to help the team easily access information from the interviewing process.

First, create a new section for Core Competencies on the page layout.

  1. From Setup, click Object Manager, then Review.
  2. Click Page Layouts.
  3. Click Down arrow  next to Review Layout and select Edit.
  4. Add a new section to the page layout by dragging Section from the palette to fall below the Information section.
  5. Fill in the section properties:
    • For Section Name, enter Core Competencies.
    • For Layout, select 1-Column.
  6. Click OK.
  7. Drag the Core Competencies and Core Competencies Comments fields from the Information section into the Core Competencies section.

Next, create a new section for Leadership Skills.

  1. Drag Section from the palette to fall below the Core Competencies section.
  2. For Section Name, enter Leadership Skills.
  3. Under Layout, select 1-Column.
  4. Click OK.
  5. Drag the Leadership Skills and Leadership Skills Comments fields from the Information section into the Leadership Skills section.

Now create a new section for Experience.

  1. Drag Section from the palette to fall below the Leadership Skills section.
  2. For Section Name, enter Experience.
  3. Under Layout, select 1-Column.
  4. Click OK.
  5. Drag the Experience and Experience Comments fields from the Information section into the Experience section.

Create a new section for Recommendation.

  1. Drag Section from the palette to below the Experience section.
  2. For Section Name, enter Recommendation.
  3. Under Layout, select 1-Column.
  4. Click OK.
  5. Drag the Recommend for Hire and Reason Recommended fields from the Information section into the Recommendation section.
  6. Select the Core Competencies field, then hold down CTRL or Command and select the Leadership Skills and Experience fields as well.
  7. Hover over one of the highlighted fields and click Wrench icon to edit them all.
  8. For Field Properties, select Required for all three fields.
  9. Click OK.
  10. Click Save.

By customizing the Review page layout, you’ve given recruiters easy access to important feedback from interviews, helping to streamline the hiring process. Keep things moving by creating a custom page for candidate records.

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