Skip to main content

Important system message. Read More

View Alert [ close x ]
Content Starts Here
< Back

Article

Adding and Editing Profile Tabs

Release: 16.2

View As PDF

Overview

Each profile in the iCIMS Talent Platform (e.g., Person, Job, Company, etc.) has several default tabs, on which various types of information are displayed. User admins have the ability to add new tabs and modify existing tabs for each profile type, configuring the way a profile looks for all of their company's users. This article describes the process of adding and editing a new tab to the Person Profile; the steps are similar for all profiles. (User admins can also reorder all tabs. For instructions on reordering existing tabs, please refer to the Reordering Profile Tabs article.)

Note: User admins can only create two types of tab: fields and pinned. A fields-type tab can be added to any profile, and as its name suggests, it can house custom and standard fields. A pinned tab, however, can only be added to the Recruiting Workflow Profile; it is merely a copy of a tab from the Job or Person Profile that has been “pinned” to the Recruiting Workflow Profile.

This article will discuss creating a fields-type tab only; for information on the pinned-type tab, please see Pinning a Tab to the Recruiting Workflow Profile.

Creating New Profile Tabs

In this example, the steps demonstrate creating a tab for the Platform’s Person Profile. The process is the same for other Profile types.
  1. Select Admin on the menu bar, and select System Configuration on the dropdown menu.
  2. Select System from the left navigation panel. 

An image of the left navigation menu in System Configuration.

  • Tip: System contains options that pertain to the entire iCIMS Talent Platform, rather than product specific options. Selecting System from the main menu allows User Admins to edit Company and Person Profile fields, as well as Platform-wide settings like Appointment and Notification settings.
  1. Select Person from the list of options on the right. 

An image of the list of options on the right in System Configuration.

  1. Click the Add New Tab button to launch the Add New Tab window.

An image of System Configuration with the Add New Tab button highlighted.

  • Tip: By default, the User Group dropdown will have Global Group selected, because new tabs can only be created globally. (The tab can later be hidden for all user groups that should not have access to it.) Platform will also already be selected, because tabs can only be added to the Platform’s Person Profile, not Portal pages. 
  1. Enter a name for the tab in the Label field. 
  • Tip: Tab Type : Fields is selected by default, because it is the only tab type available for user admins to create on Person, Job, Company, New Hire Category, and Talent Pool Profiles.
    • An additional tab type, Pinned, may be created by user admins on the Recruiting Workflow Profile only. Creating this kind of tab is discussed in the Pinning Tabs to the Recruiting Workflow Profile article.
    • To create a tab that consists of reports, forms, widgets, or custom URLs, contact iCIMS Technical Support.
  1. Click the Show Advanced Options icon to view additional configuration options, if necessary.
  • Tip: The Show Advanced Options feature helps users specify when the tab is visible and who can access it. 

This image displays the Advanced Options section of the New Tab window.

  • Select a Role Type within Advanced Options to configure the tab to display only to those users with a specific role in the Platform. 
  • Select Hidden if this tab should he hidden. (Tabs cannot be deleted, so if a tab is no longer necessary, it must be hidden.) 
  • The Show for Profile setting indicates when a tab should display on the profile:
    • Yes: Always show the tab.
    • Feature Dependent: Only show if the corresponding feature is enabled; contact iCIMS Technical Support for assistance.
    • No: Never show the tab. 
  • The Show for Self setting indicates when a tab should show to a user who is viewing their own profile:
    • Same as Profile: Inherit settings from “Show for Profile.”
    • Yes: Always show the tab.
    • No: Never show the tab.
  • The Show for Create Wizard setting indicates if a tab should be filled out with a new profile is created:
    • Same as Profile: Inherit settings from “Show for Profile.”
    • Yes: Always show the tab.
    • No: Never Show the tab.
  1. Click the Add button to add the new tab to the Person Profile.
  2. Click the Save button to finalize the addition of the new tab.

  • Warning: The newly created items will be marked in blue until changes are saved. New tabs are not available to use until they are saved.

 

Editing Profile Tabs

  1. Access System Configuration and navigate to a tab that needs to be edited. Select the down arrow on the tab, and select the Edit Tab button.
An image of System Configuration with the Edit Tab option highlighted.
  1. Make any necessary changes on the Edit Tab window and select the OK button.
  2. Select the Save button to finalize the changes to the existing tab. 
Tips: 

User Admin Curriculum

The iCIMS Introductory curriculum for user admins is split into four sections: Working in System Configuration, Managing Libraries, Managing Users & Profiles, and Managing Scheduled Reports. It includes videos and articles, with each type of resource denoted by the following icons:
  • User-added image: Article
  • User-added image: Learning Clip
  • User-added image: Chaptered Video
  • User-added image: Training Webinar
These resources provide information to assist user admins in configuring and maintaining their organization's instance of the iCIMS Talent Platform.

Working in System Configuration

Managing Libraries

Managing Users & Profiles

Managing Scheduled Reports