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(Internal) Gem custom fields

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Internal
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Article
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Admin, User, & Team Management
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Enterprise EPD team
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This article was last verified on
06/06/2024

đź“– Customer-facing Resources

  • Gem custom fields

Gem’s custom fields enable users to track, record, and report on a unique prospect or project data about Gem prospects so they can glean additional insights on their recruiting pipelines. They are specific to a candidate. The value follows the candidate around across projects and is searchable in Prospect Search (as long as it’s not a freeform text field).

Project vs. Prospect Custom Fields

Project field

This refers to the categorization of a project (think: Department).

Project custom field

Gem allows users to create custom fields at the project level so that they 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. This categorization does NOT follow the prospect to the next project, is NOT searchable in Prospect Search, and is currently NOT reportable or searchable in Gem.

These are specific to a project and isolated to that project. Example: one of our customers will use a “Superstar” Project custom field where a candidate may be a superstar candidate for a specific job but not for another job. This is also the field we use if the customer starts leveraging forms.

Creation instructions and usage instructions can be found in the customer-facing resource linked above.

Prospect custom field

Gem allows users 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).

Creation instructions, usage instructions, and how to search and report on prospect custom fields can be found in the customer-facing resource linked above.

Types of custom fields

There are four different types of custom fields:

Type
Description
Reportable?
Searchable?
Single-select
Picklist where only one value is chosen
Yes
Yes
Multi-select
Picklist where multiple values are chosen
Yes
Yes
Freeform
Field to write a block of text.
No
No
Date
Can select the date something occurred.
No
Yes
  • Project vs. Prospect Custom Fields
  • Types of custom fields
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