Administrators can customize Budget Info fields for all job posts in Recruiting. These fields help you track requisition details, support approvals, and report on job budget data.  

Note: Custom fields created in Recruiting do not transfer to the employee profile after hire. New employee profiles are created in Paycor, not Recruiting. For more information, refer to Transfer a hired employee from Recruiting to Paycor and start onboarding them. 

What you can do with budget fields 

Use budget Info fields to: 

• Track job-related budget details 
• Require key budget information before approval 
• Report on job budget data in Recruiting Analytics 

Example use cases

Budget Info fields can store any job-level information your approval or reporting process needs. Common examples include:

• Position type, such as backfill or new hire.
• Internal requisition codes or cost center codes.
• Approval metadata, such as urgency level or funding source.
• Compliance codes tied to the job rather than the employee, such as government census codes or job classification codes used for Affirmative Action Plans.

Because these fields are set on the job post, you select the code once per requisition instead of mapping internal job titles one-to-one to external codes.

Customize budget fields 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
2. Select Admin, then select Company Settings. 
3. Select Budget Fields. 
4. Drag Create a Custom Field to the location where you want the field to appear. 
   
5. Select a Field Type. Available options include: 

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

6. Enter a Field Title. 
   Important: Choose the field name carefully. You cannot edit the Field Title later without deleting the field and all related data. 
7. Optional: Select Required if the field must be completed. 
   
8. For a Drop Down List field, add each value you want to make available. Enter only the codes or options that apply to your hiring needs, such as the specific census codes used by your job categories.
9. Select Done, then select Save. 
    

Make changes to existing budget fields 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
2. Select Admin, then select Company Settings. 
3. Select Budget Fields. 
4. Hover over the field you want to change. 
5. Select the red star to switch between Required and Optional. 
6. Edit available field options, such as drop-down list values, or delete the field if needed. Update drop-down values when you need to add new codes or remove codes that no longer apply.
   

Important notes

• You cannot edit a Field Title after creation. 
  • To rename a field, delete it and create a new one. When you delete the field, it also deletes the data stored in it.
• Deleting a custom field permanently removes all related data. 

How to add custom budget fields to the Job Approval form 

If you use the Job Approval workflow, you can add custom Budget Info fields to the Job Approval Form. 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
2. Select Admin, then select Approvals. 
3. Select Job Approval Form. 
4. Scroll to Budget Information to view your custom fields. 
5. Choose one of the following options for each field: 

• Hidden: Removes the field from the approval form. 
• Optional: Shows the field but does not require completion. 
• Required: Requires completion before submitting the job approval request. 

Use these fields to collect job-level information not captured by the standard approval form. For example, backfill versus new hire, cost center codes, funding source, or compliance codes tied to the requisition.

For more details, see Set Up Guide for Job Approval in Recruiting. 

How to report job budget information 

You can report on Job Budget information using Recruiting Analytics. 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
2. Go to Recruiting Analytics. 
3. Select the custom Budget Info columns you want to include. 
4. Drag the columns into the Report Columns panel.