Structure your data for powerful reports

This working session will help you customize your Greenhouse data to fit your organization’s unique hiring needs. You’ll learn how to create and manage custom fields for jobs, candidates, applications, and offers, as well as apply company metadata like tags, rejection reasons, and sources to better track and report key information.

Through live demos and practical examples, you’ll see how to start building custom fields and metadata that make your account unique and support better decision-making. This session is designed for customers with Site Admin permissions and includes live walkthroughs so you can follow along and complete key actions in real time.

By the end of this session, you will:

• Build and manage your first custom fields for jobs, candidates, applications, and offers
• Apply company metadata such as tags, rejection reasons, and sources to track key information
• Use custom fields and metadata to filter and group jobs and candidates
• Understand the iterative nature of customizing your data and plan your next steps to continue the process