How To Add an Item to the Recruiting Navigation bar

This document will demonstrate how to customize your Recruiting App menu bar by adding items to the menu.

Accompanying demonstration video

By default, the horizontal Recruiting navigation bar includes the following items:

  • contacts,
  • opportunities,
  • campaigns,
  • accounts,
  • cases,
  • reports,
  • dashboards,
  • tasks, and
  • chatter.

The default items cannot be removed. However, you may customize your Recruiting navigation bar by adding additional items and changing the order in which the items are listed. The following steps outline how to add an item to the navigation bar, using Email Templates as an example.

  1. Click the little pencil on the far right side of the navigation bar.
    An image of the horozonal menu bar across the top of the Recruiting app with a box around the objects available on the menu

  2. This opens a popup window called Edit Recruiting App Navigation Items. Click the Add More Items box in the upper right of the popup window.
    An image of the Edit Recruiting App Navigation Items window with the Add New Items box in the upper right circled in red

  3. Another popup window will open with an alphabetical list of all possible items you could add. Be sure you’ve clicked on All, then type what you are looking for in the search menu. In the example below I’ve typed in Email Templates and that module has come to the top of my choices. Click the Plus button to add.
    An image of a popup window called Add Items with Email Templates typed into the search bar and circled in red. On the right, under Available Items, All is circled. Under the search bar are the words Email Templates highlighted in yellow. A blue plus sign is to the left of these words and it is circled in red.

  4. Scroll down to the bottom of the popup window and click Add 1 Nav Item, then click Save. Your navigation bar will now include Email Templates.
    An image of the horizontal Recruiting app menu with Email Templates on the far right. Email Templates is circled in red

  5. To change the order of your navigational items, return to the Edit Recruiting App Navigation Items window. Click and drag each navigational item they are in the order that you'd like; topmost will be the leftmost in the horizontal Recruiting navigation bar.

Navigation Tip: To open Email Templates without adding it to your navigation bar, use the search feature in App Launcher (nine dots in upper left corner) to find Email Templates.


Keywords:
Email template, object, objects, Salesforce, Recruiting app, menu
Doc ID:
151069
Owned by:
Emilie D. in Office of Admissions and Recruitment
Created:
2025-05-22
Updated:
2025-07-14
Sites:
AdmissionsRecruitment-internal