Onboarding: Personal Data Templates

The first step of the onboarding process is to create a Personal Data Template, which will allow you to select what personal data you require from a prospective New Starter.

  The data templates are broken up in to Personal and Sensitive data, however only the Personal Data Template is required to create the new starter.

To create a Personal Data Template, follow the guidance below. Templates only need to be created once, the same template can be used for as many new starters as you would like. 

Step One

Navigate to the PEOPLE are of the platform in ADMINISTRATION mode and select the NEW STARTERS tab. This will take you straight to the PERSONAL DATA section.

Step Two

Click on the ADD button to the right-hand side of the screen. This will open the ADD A NEW PERSONAL DATA TEMPLATE pull-out drawer.

Then populate the Title field and Description 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 date fields using the toggles within the relevant sections.

Then click the NEXT button to proceed to the next screen.

Step Four

From the data points chosen from the previous page, you can then use the tick-box function to note which of these fields are mandatory for the new starter to complete.

Click the NEXT button to proceed to the summary page.

  Some fields will already contain a tick-box, these fields are essential for account set up in StaffCircle and cannot be un-ticked.

Step Five

This is the summary page, which will confirm the data points, and mandatory data points for the new starter to complete.

Click the SAVE button to finish creating the template.