Fields help you collect information from new hires during onboarding and organize details related to your employees.
Greenhouse Onboarding organizes your fields into field groups. These groups make it easy for your onboarding team to quickly categorize and sort the information collected during a new hire's onboarding.
Five field groups are included by default, but you can create and edit custom field groups to meet your organization's specific needs. This article covers how to add, edit, and delete field groups in Settings.
Access your field groups
From your Greenhouse Onboarding homepage, navigate to Settings > Company Info > Fields.
Note: Field groups are arranged in alphabetical order on the Fields page (except for Basic Information, which is always listed first).
Default field groups
Your Greenhouse Onboarding or Greenhouse Welcome account will include the following field groups by default:
- Basic Information
- Additional Information
- Personal Information Fields
- Profile Fields
- Social Fields
Note: The Basic Information field group is a collection of essential fields that store information for every employee and new hire in your organization. It isn't possible to rename this field group, add new fields, or move fields into or outside of the Basic Information field group. The Basic Information field group can't be deleted.
Add a field group
In addition to the five default field groups, you can add your own custom field groups at any time.
On the Fields page, click Add Field Group.
Give your new field group a Name in the dialog box.
When you're finished, click Save and Close.
Note: Learn how to add custom fields to a field group.
Edit a field group
Change your field group's name
To edit a field group's name, click the ellipsis icon.
Select Edit Field Group from the dropdown. Enter a new name for your field group in the dialog box.
Rearrange fields in a field group
You can rearrange the order of fields within your field groups. Click and hold a field, then drag it to a new position within the same field group.
You can also move fields between different field groups. Click and hold a field, then drag and drop it below the name of a different field group.
Note: Fields can't be moved into or outside of the Basic Information field group.
Delete a field group
You can only delete empty field groups. If you'd like to delete a field group that currently has custom fields, you'll need to move these fields to another group or delete these fields.
Once you've deleted or moved fields from a field group, click the ellipsis to the right of the field group's name.
Select Edit Field Group from the dropdown.
Click Delete.
Click Yes, delete it to confirm you want to delete this field group.
Note: The Basic Information field group can't be deleted.
Additional resources
Learn more about adding, editing, and deleting custom fields in Greenhouse Onboarding: