Feature Spotlight: Custom Fields in AviontéBOLD

It’s Friday afternoon, and a recruiter has just made a placement. Everything is in the system, or so they think. Come Monday, billing discovers the client requires a cost center code that wasn’t included in the placement. Now someone has to track down the recruiter, locate the missing information, and get the invoice back on track.

By Monday morning, the invoice bounces. Billing is following up with the recruiter. The recruiter is tracking down the code. And a placement that should have been finished is suddenly creating extra work for three people.

This is the reality staffing operations often face. Every client has different requirements. Every placement has different details. A healthcare assignment may require credential information, a light industrial placement may involve specific shift or safety requirements, and a client may have its own billing codes, purchase order numbers, or reporting fields. These aren’t nice-to-have details. They’re information your team needs to move work forward, serve clients, and get people paid.

The problem isn’t that your team isn’t collecting enough information. It’s that your system doesn’t always provide the right place for them to put it.

That’s where Custom Fields come in. They let agencies capture the details that make their business unique, right where those details belong, so important information doesn’t get lost across teams, workflows, or the front and back office.

Why Did We Build BOLD Custom Fields?

We built Custom Fields because the information that drives billing, payroll, and reporting rarely fits a standard form. Billing codes, client approval workflows, compliance certifications, and specialized talent qualifications shape how an agency operates and needs a home.

For agencies with both front- and back-office, that data often sat one system away from the people who needed it. Every trip to check or update a value costs a recruiter a bit of focus. Multiply that across a branch and a full week, and those trips add up to real lost time.

Custom Fields bring business-critical data directly into BOLD, so the team can view and manage it where the work happens. The data stays connected to BOLD Back Office, so billing and payroll processes can use it as well.

What Are BOLD Custom Fields, and How Do They Work?

Custom Fields are agency-defined data fields that live directly on your Talent, Company, Company Office, Job, and Placement records in BOLD. They are available to BOLD Back Office Integrated customers, and on Talent and Company profiles they replace the Tags tab.

The basics come down to three ideas:

• Your admin sets the field up once. Each field takes the format your data needs: a date picker, checkbox, phone number, currency, free text, or a single- or multi-select dropdown. Recruiters see the right input every time, not a blank box.
• Each office sees only what it needs. Fields are configured per office, so a team looks at the information relevant to its workflow instead of everything the agency has ever tracked.
• Your team works in the record. Users view, add, edit, and remove values right on the profile or job, with an Edit Custom Fields permission controlling who can make changes.

This summer, we added the control that makes the biggest difference. Admins can now mark any Custom Field as required, pre-populated, or optional at the moment a record is created, including on the Add New Talent, Create New Company, Create New Office, Create Job, and Start on Job screens.

What Do Custom Fields Do for an Agency?

They turn “we usually remember to capture that” into “the record won’t save without it.” That shift touches every part of the operation.

Complete data from the first click. When a field is required, users can’t submit the record until it’s filled in. When a field is pre-populated, it appears as soon as the creation screen opens. Your team receives complete records without follow-up emails and cleanup.

• Screens that stay focused. Because fields are configured by office, each team has a clean view of what it tracks. Your Dallas branch doesn’t need to scroll past fields designed for your healthcare division.
• Accountability you can see. Every add, edit, and delete is logged in both BOLD and BOLD Back Office, including the date, time, and the name of the user who made the change. When someone asks why a value changed, you have the answer.
• Data that remains internal. Custom Fields are visible only to HCM users in BOLD. Talent never sees them during the online application, even when a field is required at record creation.

Where Custom Fields Fit in AviontéBOLD

Your staffing agency has its own clients, workflows, requirements, and way of doing business. Your system of record should reflect that, not force your team to work around it.

That’s the thinking behind Custom Fields in AviontéBOLD. They give your agency the flexibility to capture information standard fields miss, while keeping it connected to the records and workflows your team needs, with controls that support data accuracy and provide an audit trail.

Your business isn’t standard. Your staffing software shouldn’t be either.

Want to Learn More?

Explore how to view, configure, and manage Custom Fields across Talent, Company, Job, and Placement records in AviontéBOLD, including the required Back Office setup steps. Read the Custom Fields guide.