2847135 - How to add a new Field in a Template via Manage Templates - Recruiting Management

How to add a custom or standard field in a Template by using Manage Templates tool?

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SAP SuccessFactors Recruiting Management

If the user doesn't have access to Manage Templates, please refer to the article 2365214 - The Manage Templates Tool - Recruiting Management.

NOTE: It is very important to keep in mind this tool is extremely powerful. Modifications made to templates can have a direct impact on candidate experience, integrations, custom integrations, etc. Change should only be made by a qualified individual that is familiar with the configuration.

The following steps refers on how to implement whether a custom field or standard the required template:

1. In Admin Center, go to Manage Templates;
2. Select Recruiting Management tab and the desired Template type that you would like to modify:
   
   

3. Select a Template by clicking on the Template Name;
4. On the landing page, go to the button of the page and click on "#Fields defined. Click to modify.":

5. Click on "Add" dropdown button and select "Add custom Field" for Custom and "Add standard field" for standard: 

6. After adding the field, you will be redirected to edit it by filling the Field Information; 
7. Field information:

• Field Id - The field id must be unique and will be limited to a XML format.
• Field Type - The field type defines if the field will be, for e.g., a picklist, text, date, etc. Please, be advised that each field type will follow a certain behavior and will may require an extra configuration. For e.g., if you select picklist, you must refer a picklist id and, if necessary, a parent picklist id. Please refer to the following article for more information: 2707370 - Characteristics and Limitations of field types - Recruiting Management
• Field Label - The field label is the one displayed on the BizX. You can also link the label to a specific language by clicking on "Add More+" button.
• Field Description - As saying, the field description will be the description of the field when you move you cursor upon it. You can link each description for each language as well.
• Required Attribute - The required attribute will defined if the field is required or not. The candidate won't be able to create the profile or perform any change without filling the field if required.
• Anonymized Attribute - The anonymized attribute will set the field to be purged. Please refer to the following article for more information: 2103423 - DRM 2.0 to Purge Inactive Candidates and Inactive Applications - RCM
• Is Sensitive Attribute - Please refer to the following article for more information about this attribute: 2556844 - New Tag for identifying sensitive personal Data (SPD) - Recruiting Management

8. After filling the necessary information, hit done.

9. To complete the process, click in "Publish" button.

It's important to remember that a custom field will not be reportable at this moment. In order to made a custom field reportable, you must follow this article: 2081508 - Custom Reportable Recruiting Fields - Recruiting Management. After adding it, you must also define the permission for this field. Please, refer to the following article for more information:

• 2818192 - Candidate Profile - Field Permissions - Recruiting Management;
• 2951367 - How to Add or Edit Permissions of Job Requisition Fields via Manage Templates - Recruiting Management;
• 2664743 - Editing Read/Write Permission for Candidate Application Fields in SuccessFactors Recruiting;
• For Offer Detail, there is a difference for permissions when using custom and standard Fields: 
  • Custom fields in the Offer Approval need to be configured, with the assistance of your Implementation Partner as custom tokens in Provisioning > Configure Custom Tokens if they are to be used in the offer letter.
  • To check all other permissions exceptions for each standard field, please review KBA 2411448 - Permission to Edit Offer Approval Fields in Recruiting

Note: To confirm all supported standard fields per Template type, please refer to the following Guide sections:

• Supported Standard Fields for Job Offer Approvals;
• Job Application Template Standard Fields;
• Candidate Profile Field Definition: Field ID and Field Type;
• Job Requisition Standard Field Guide.

2365214 - The Manage Templates Tool - Recruiting Management

2103423 - DRM 2.0 to Purge Inactive Candidates and Inactive Applications - RCM

2556844 - New Tag for identifying sensitive personal Data (SPD) - Recruiting Management

2707370 - Characteristics and Limitations of field types - Recruiting Management

2818192 - Candidate Profile - Field Permissions - Recruiting Management

2081508 - Custom Reportable Recruiting Fields - Recruiting Management

2951367- How to Add or Edit Permissions of Job Requisition Fields via Manage Templates - Recruiting Management

2664743 - Editing Read/Write Permission for Candidate Application Fields in SuccessFactors Recruiting

2411448 - Permission to Edit Offer Approval Fields in Recruiting

Add field via Manage Templates; Adding Candidate Profile field via Manage Templates; Implementing Field via Manage Templates; , KBA , LOD-SF-RCM-CAN , General Candidate Issues (not Offers, not Profiles) , LOD-SF-RCM-ADM , Admin Center, RBP, Permissions and Settings , How To