How do I customize Budget Fields for my Organization?

Admins can modify the Budget Info fields that appear on each job. This allows you to fully customize the fields for your organization and track requisition-related information in Recruiting. These fields can also be tracked in reports.

1. Navigate to Admin > Company Settings > Budget Fields.
2. Click and drag Create a Custom Field to the location you want the new field to appear.Select the desired Field Type. Recruiting has several options:
   • Text Entry / Short
   • Text Entry / Long
   • Paragraph Text
   • CheckboxesDrop Down List
   • Date Field
   • Yes/No
   • Scale
   • Low to High
3. Type in 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.
   
   You can also mark the field as Required, but this can be changed later. When ready, click Done.
4.  When finished, 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.

The Field Title cannot be edited once the field has been created. Deleting a custom field removes all associated information.

Is it possible to report on Job Budget Info?

Yes! Certain reports in Analytics can provide Job Budget Info. To include the custom columns, click them and then Add. (Alternatively, click and drag the columns over to the Report Columns Panel.)