Field groups organize the list of various 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. In this article, we will explore:
To start, click on the Settings tab from your navigation bar.
From the Settings page, expand the Company Info panel on the left-hand side and click Fields.
Basic Information Field Group
As the name implies, the Basic Information field group is a collection of basic information on every employee and New Hire in your organization. You can neither rename, add new fields, nor migrate fields into or outside the Basic Information field group.
To rearrange the organization of fields within the Basic Information field group, click and hold the name of any field and drag the tile to a new position within the field group.
Configure any field in the Basic Information field group by clicking the field name.
To learn more about configuring the details of a field, click here.
Additional Information Field Group
While your organization can add and migrate fields into the Additional Information field group, fields defaulted to the field group (Personal Email, Manager, Work Country, and Employment Status) cannot be migrated outside of this group.
To rearrange the organization of fields or migrate a field to the Additional Information field group, click and hold the name of any field and drag the tile to a new position within the field group.
You can configure any field in the Additional Information field group by clicking any field name once. To learn more about configuring the details of a new field, click here.
Add and Edit Field Group
In addition to the Basic and Additional Information field groups, Greenhouse Onboarding provides other default field groups for your convenience. Fields can be moved freely between these non-Basic and non-Additional Information field groups.
To add a new field group, click Add Field Group from the Fields page.
From the subsequent dialog box, give the new field group a Name. When you have finished, click Save and Close.
New field groups will be added to the list of field groups in alphabetical order.
If you need to edit the name of a default or field group, navigate to the pane for the field group and click the ellipsis. From the drop-down menu, click Edit Field Group.