Customizing Help Text

Objectives

After completing this lesson, you will be able to:

  • Configure custom help text

Custom Help Text

Custom help text is a useful tool to add clarity to existing fields. If you cannot remember what a field represents or how it varies from another field, custom help text comes to the rescue.

  • Custom help text is used to provide additional information about the purpose of a field for users doing data input into the field. This can be useful if you want to include helpful hints about your company processes directly on the forms to help employees or candidates populate the correct information.

  • Custom help text is available for requisitions, applications (candidate view and recruiter view), profile, and offer details.

  • The configured text will display a question mark next to the field and, when clicked, the help text displays.

Custom Help Text Configuration

To configure your custom help text, follow these steps:

  1. Navigate to Admin CenterManage Recruiting Custom Help Text.

    • Grant access to the feature, if this is not already done: Admin CenterManage Permission RolesSelect RolePermissionManage RecruitingManage Recruiting Custom Help Text.

  2. Select one of the following object tabs:

    • Job Requisition

    • Job Application: Candidate View

    • Job Application: Recruiter View

    • Candidate Profile

    • Offer Detail

  3. Select the fields that you would like to populate with help text.

    If you want to remove help text, simply un-check the field.

  4. Provide the text that you want to appear in the help text bubble and click Save.

Configure Custom Help Text

Business Example

Custom help text is used to provide additional information about the purpose of a field for users doing data input into the field.

Note
This exercise is optional.

Steps

  1. As the administrator, navigate to Admin CenterManage Recruiting Custom Help Text.

    1. Log in to your instance as the administrator.

    2. Navigate to Admin CenterManage Recruiting Custom Help Text.

  2. Add custom help text to two fields on a job requisition by following the steps below:

    1. On the Job Requisition tab, click the Select Fields button to display the list of available fields.

    2. Select the fields to which you want to add custom help text. Select OK.

    3. Choose the first field. Enter the text in the text box where it says Type Help Text… Use the rich text formatting options as applicable.

    4. Click Save.

    5. Repeat the steps as necessary to define all help text.

  3. Click Save.

  4. To view your entries, navigate to Recruiting and select an existing requisition. Hover over the job title and select View or Edit Requisition to open it. Find the fields for which you added help text and verify that the icon is visible. Select the icon to view your help text.

  5. Close the requisition window.

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