Gem's custom fields enable you to track, record, and report on a unique prospect or project data about Gem prospects so you can glean additional insights on your recruiting pipelines.
This article explains:
Types of custom fields
There are four different types of custom fields:
|Picklist where only one value is chosen
|Picklist where multiple values are chosen
|Field to write a block of text.
|Can select the date something occurred.
Prospect custom fields
Gem allows you to create custom fields on the prospect profile to track data that is not a part of Gem's standard prospect profile (name, work & school experience, contact info).
Creating prospect custom fields
To create prospect custom fields:
- Navigate to the Custom Field Settings section of your Team Settings dashboard.
- Click the "+New Custom Field" button.
- Type in the Custom Field Name and select the Field Type (single-select, multi-select, date, freeform text).
*For multi-and single-select fields, add the values for the picklist in the Options box.
Check the "Allow anyone to add options" box if you'd like non-admin users to be able to add values to multi- and single-select picklists. Check the "Required" box if you want to make filling out a custom field mandatory when adding a prospect to Gem. You can also create custom field categories to better organize your custom fields and reduce clutter.
Using prospect custom fields
After creating prospect custom fields, they will show up in the Gem Extension under Custom Fields. You can fill them out by clicking on the text box.
Gem will prompt users to fill out any required fields once a prospect has been added to the platform.
Project custom fields
In addition to prospect custom fields, Gem allows you to create custom fields at the project level so that you can track project-specific information (like the quality of profile or hiring manager feedback). Only prospects in the project will be able to have these project custom fields available. These fields are currently not reportable or searchable in Gem.
Creating project custom fields
To create project custom fields:
- Navigate to the Project where you'd like to use custom fields
- Click the "Options" dropdown and select "Edit Project Custom Fields"
- Click "+ New Custom Field"
Type in the Custom Field Name and select the Field Type (single-select, multi-select, date, freeform text). For multi-and single-select fields, add the values for the picklist in the Options box. Project custom fields cannot be required.
Using project custom fields
After creating project custom fields, they will show up in the Gem Extension under Project Custom Fields section. You will see an option to edit these project custom fields for all projects that the prospect is in.
Searching & reporting on prospect custom fields
Users can search on single- and multi-select custom fields from the Prospects module in Gem under the Custom Fields section.
You can also report on these custom fields in Gem's Pipeline Analytics by filtering, grouping, or breaking down by the custom field you would like to report on.
"(No Value Set)" indicates the number of prospects that do not have a value inputted for custom fields that are not required.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at email@example.com.