Manage Onboarding Options

You can configure the Onboarding form for new employees, specifying which fields display in the Step 1 page of the new hire Onboarding process (Recruiting > Candidates > Initiate Onboarding).

To manage Onboarding options:

In the Onboarding section of the Recruiting tab, click to edit Onboarding options.

  1. Edit the following options:
    • Onboarding Step 1 (Custom Fields): This option allows you to select which custom fields display in Step 1 of the Onboarding form (Recruiting > Candidates > Initiate Onboarding).

      In the Available Fields column, click the field(s) you want to move, drag it over to the Selected Fields column, and release it.

      To arrange the order, drag fields up or down within the Selected Fields column.

      To remove a field, drag it back into the Available Fields area.

    • System Fields: For each system field you want to include on the Onboarding form, select the Display check box. To make a field required, select the Mark Required check box.

      Note:

      You can configure whether the following fields display and are required by default via the Onboarding section of the System Settings screen (Administration > Global Settings > System Administration > System Settings):

      Collect County information during Onboarding

      Require Date of Birth

      Require Employee ID

  2. Click Submit.

    Your customizations are reflected in Step 1 of Recruiting > Candidates > Initiate Onboarding. Custom field modifications display under Additional Details and System field modifications display under Review/ Update New Hire Contact Information.