Field groups organize the list of onboarding fields into a category. This enables your organization to quickly view and configure the data fields that should be collected during a new hire's onboarding.
Access the field groups
To access the field groups, click Settings on your navigation bar, then select Fields on the left.
Default field groups
The default field groups consist of the following:
- Basic Information
- Additional Information
- Personal Information Fields
- Profile Fields
- Social Fields
To rearrange the organization of fields within the same field group, click and hold a field, then drag it to a new position within the group.
To move a field to a different field group, c lick and hold the field , then drag and drop it to a different group.
Add or edit a field group
To add a new field group, click Add field group located at the top of the Fields page.
Give the new field group a Name in the dialog box. When finished, click Save and Close.
To edit a field group, click the Ellipsis icon beside the field group. Then select Edit field group from the dropdown.
Delete a field group
A field group can only be deleted once all fields within the group are deleted or moved to another field group.
Once all fields are deleted or moved, click the Ellipsis icon beside the field group. Then select Edit field group from the dropdown.
On the next page, select Yes, delete it to confirm.