Auto-populate custom offer field from custom job field

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Details that end up in a candidate's offer, such as the salary or hourly rate, stock options, etc. are often determined before the job itself is ever opened for recruiting. As a result, many organizations log the same details in a custom job field during job creation, and again in a custom offer field later when configuring an offer for a candidate.

In this article, we will discuss how to eliminate this redundant process by creating identical custom job and offer fields, and then auto-populating the custom offer field with information from the corresponding custom job field.

Begin with an existing custom job field, or create a new one by navigating to Configure Configure.png Custom Options Jobs Add Field. For step-by-step guidance on creating a new custom job field, please click here

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Next, create a custom offer field by navigating to Configure Configure.pngCustom Options Offers Add Field. For step-by-step guidance on creating a new custom offer field, please click here.

Note: The details listed below must be an exact match between the custom job field and the custom offer field. A discrepancy in any of these details will prevent the custom offer field from auto-populating.
  • Field name
  • Field type (all field types are supported)
  • Options (for single select or multi select fields)

The field type cannot be edited once a field is created; if the field type does not match between the two fields, the field with the incorrect type must be deleted and re-created to use this feature. Please note deleting a custom field could impact historical data.

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With the custom fields configured, navigate to an existing job (All Jobs > Job) to provide information for the new custom job field. Alternatively, you can create a new job and add information to the custom job field during the new job setup flow.

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From the Job Dashboard, click the Job Setup tab. On the subsequent page, click Job Info in the left-hand panel. 

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From the Job Info page, navigate to your newly created custom job field. Hover your mouse over the field and click the edit edit_2.png icon.

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Input or select the appropriate information for the job. Click Save when finished.

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Next, navigate to a candidate on the job for whom you wish to create an offer. From the candidate's profile, click Offer Details Create Offer

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In the Create Offer dialog window, navigate to the newly created custom offer field to see the same information you selected in the corresponding custom job field auto-populated. Fill out the remaining custom offer fields as needed, and click Save when finished.

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Note: The user creating the offer has the ability to edit the pre-populated selection in the custom offer field. It is not possible to lock the custom offer field to the selection made in the corresponding custom job field.