The article is for administrators.
Overview
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, see Transfer a hired employee from Recruiting to Paycor and start onboarding them.
What you can do with budget fields
You can use budget Info fields to:
- Track job-related budget details
- Require key budget information before approval
- Report on job budget data in Recruiting Analytics
Steps to customize budget fields
- Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
- Select Admin, then select Company Settings.
- Select Budget Fields.
-
Drag Create a Custom Field to the location where you want the field to appear.
- 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
-
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. -
Optional: Select Required if the field must be completed.
-
Select Done, then select Save.
Make changes to existing budget fields
- Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
- Select Admin, then select Company Settings.
- Select Budget Fields.
- Hover over the field you want to change.
- Select the red star to switch between Required and Optional.
-
Edit available field options, such as drop-down list values, or delete the field if needed.
Important notes
- You cannot edit a Field Title after creation.
- 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.
- Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
- Select Admin, then select Approvals.
- Select Job Approval Form.
- Scroll to Budget Information to view your custom fields.
- 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.
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.
- Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
- Go to Recruiting Analytics.
- Select the custom Budget Info columns you want to include.
-
Drag the columns into the Report Columns panel.
Updated: May 8th, 2026 6524 views 0 likes
*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.