Onboarding: Personal Data Templates

Building Personal Data Templates for New Hires

The first step to configuring your onboarding process in the platform is to create a Personal Data Template. This will allow you to select what personal data you require from a prospective New Starter, and this may include their personal contact information and emergency contact information.

Whilst data templates are broken up into Personal and Sensitive data, only the Personal Data Template is required to set up a new starter.

Templates only need to be created once, and the same template can be used for multiple new starters.

Step One

Hover over the People section of the side-bar, then navigate to: Configuration ➡️New Starters. Select the ➕ next to New Starters to open the Add a new personal data template pop-up.

Step Two

Populate the Title and Description field with the name of the template (this will only be visible to administrators).

The New Starter Introduction field will populate text above the fields which the applicant will be asked to provide. Click the NEXT button to proceed to the next screen.

Step Three

Select the data fields using the toggles within the relevant sections, then click NEXT to move on to the next screen.

Step Four

From the data points chosen from the previous page, use the tick-box function to state which of these fields are mandatory for the new starter to complete. Some of these fields will already contain a tick-box because these fields are essential for account set up in StaffCircle.

Click the NEXT button to proceed to the summary page.

Step Five

This is the summary page, which confirms the data points (mandatory and non-mandatory) for the new starter to complete. Click the SAVE button in the bottom right-hand corner to finish creating the personal data template.