Overview

Administrators can fully customize Budget Info fields for all job posts in your company. These fields can be used to track requisition-related information in Recruiting and converted for reporting purposes.

Note: When you create a new job, the Budget fields described in this article carry over into job approvals.

How Do I Customize Budget Fields for my Organization?

1. Log in and go to Admin > Company Settings > Budget Fields.

2. Click and drag Create a Custom Field to the location you want the new field to appear.

3. Select a Field Type - Recruiting has these options:

• Text Entry / Short
• Text Entry / Long
• Paragraph Text
• Checkboxes Drop Down List
• Date Field
• Yes/No
• Scale
• Low to High

4. Complete the Field Title field.

Note: Choose the name of the field carefully. It cannot be edited later without completely deleting the field and all associated information.

5. You can also mark the field as Required, and then click Done. 

6. When you finish, click Save.

How Do I Make Changes Later?

Move your cursor over the field. Click the Red star to swap between Required and Optional.

You can also edit certain fields (such as drop-down lists) or delete the field to remove it from Budget Info.

Notes: 

• The Field Title cannot be edited after it's created. 
• Deleting a custom field removes all associated information.

How Do I Report Job Budget Information?

Analytics includes reports for Job Budget information. To include the custom columns, click them and then Add. 

Alternatively, click and drag the columns over to the Report Columns Panel.