You can configure the Onboarding form for new employees, specifying which fields display in the
Step 1 page of the new hire Onboarding process ().
To manage Onboarding options:
In the Onboarding section of the Recruiting tab, click
to edit Onboarding options.
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Edit the following options:
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Onboarding Step 1 (Custom Fields): This option allows you to select which custom fields display in Step 1 of the Onboarding form ().
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.
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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 ():
Collect County information during Onboarding
Require Date of Birth
Require Employee ID
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Click
Submit.
Your customizations are reflected in
Step 1 of
. Custom field modifications display under
Additional Details and
System field modifications display under
Review/ Update New Hire Contact Information.