Create Ad-hoc Private Fields

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Overview

Ad-hoc fields can only be created within a task template in Evolve ATS—Onboarding. When you configure an ad-hoc field, you can do so in the same way as custom fields.

Audience

Onboarding Admin

Create Ad-hoc Private Fields

Click the Onboard Admin tab > + New Task Template.

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Select the Standard Task Template, then click Create.

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Click Placeholder.

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Within the Ad hoc fields section, select Private fields from the following options:

  • Private fields—This field can only be used for the current task template you are creating. NOTE: This field can be used as part of the exclusion criteria.
  • Shared fields – This can only be used within other task templates. NOTE: This field can be part of an inclusion and/or exclusion criteria.

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Click New private field.

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Select the field type from the dropdown.

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Click Create.

Without Encryption

Enter the desired name for your field in the Label field.

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NOTE: You can change the name in the future. However, you cannot change the field code once you save it.

Select an Option set:

  • Standard option set – Include the Evolve standard list options: Country Code, Country, Gender, State Type, Currency, and State. Click Save.
  • Shared option set – Includes a custom list of option sets created by your Evolve ATS admin. Select the desired option set and click Next. Then, follow the steps to create an option set.
  • Create new option set – You will click Create option set > add the desired values as needed > click Finish Adding Options > click Finish.

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Click Save.

With Encryption

NOTE: Some field types support storing collected data as encrypted. You should choose this option when the related information is sensitive and should be handled securely. Users with Human Resources and Onboard Orchestrator roles can view the field (and its contents) even though it's encrypted.

Enter the desired name for your field in the Label field.

NOTE: You can change the name in the future. However, you cannot change the field code once you save it.

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Click Next.

Update the following configurations as needed:

  • Rendering – How the field is viewed after the data is entered.
  • Input Mode – How the field is viewed when the task assignee completes the field.
  • Validation – Allows the admin to configure a set of validation rules (e.g., Required and Digits Only).

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Click Save.

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