In order to add custom field mappings in Grayscale, you will need to be an Admin, and you will need to sign into the Grayscale desktop app rather than using the Chrome Extension.
Once you have mapped the custom fields, they will be usable as a filter by all members of your organization who have the ability to create automations.
Step 1: Finding the field you want to map in SuccessFactors
The first step in mapping the custom field, is identifying the field you are trying to map. While we try to display the field name in Grayscale as it is shown in SuccessFactors, there are a few cases where the field's ID is displayed instead, or where there are multiple fields with the same or similar names.
To avoid confusion and ensure you have the correct field, you should look up the field in the job requisition template in SuccessFactors and make a note of the Field-ID and Field Label.
Finding the Field-ID in SuccessFactors
In SuccessFactors, type "manage templates" into the search bar at the top, and then click on Manage Templates in the drop down
Click on the Recruiting Management tab, then click the Job Requisition link
If you do not see the Recruiting Management tab, check with others in your organization to see who has the ability to manage templates in SuccessFactors, and complete the next steps with their help
Click on the template used for the jobs that contain the fields you want to map. In our example, we're going with the Basic Job Requisition template
On this next page, you will see a link telling you how many fields are in use by this template. Click this link to open a list of the fields
Scroll through this list of fields and make a note of the Field-ID and Field Label of the fields you want to map. The Field Label is what is displayed on the requisition itself. For example, an earlier screenshot of the Grayscale field mapping list showed a field "filter1". As you can see by the following screenshot taken from the field list, the field with Field-ID "filter1" is actually the "Job Country" field from the requisition
Keep in mind that your fields may differ from ours (meaning your "filter1" field may have a different label)
Once you have noted the Field-IDs and Field Labels for the desired fields, it's time to head over to Grayscale to map them!
Step 2: Mapping the custom fields in Grayscale
Log into the Grayscale desktop app
Click on Settings
Click on ATS Integration
On this page, you will see a Field Mappings section, that contains a + Add Field Mapping button, and a list of the field mappings that have already been added
Click the + Add Field Mapping button, and you will see this panel appear on the right of the screen:
In the Grayscale Field textbox, enter the label you want to display for this field in Grayscale. We recommend using the label as it appears in the job requisition itself, but you can enter a different label if you desire
Next, click on ATS Field to open the list of fields available for mapping
Scroll through this list and select the field you want to map. This is where your notes on the Field-ID and Field Label will come in handy
Click the Create button, and the field will show up in the list of mapped fields
In the list of mapped fields, you will see the label you gave the custom field, plus the line "Successfactors (field-id) (field-type)", where "field-id" is the actual Field-ID of the field in SuccessFactors. You can use this as another way of confirming that you mapped the correct field
Repeat these steps for the rest of the fields you wish to map
That's it! You've successfully mapped some custom fields that will now be usable in automations by the rest of the team.