Onboarding: Secure Data Templates

How to Set Up Secure Data Templates for New Hires

In addition to the Personal Data Template, you can create a Secure Data Template which will allow you to request sensitive/banking information from the new starter. These fields sit within the Payroll tab on an employee’s StaffCircle profile, and access to this data is locked down to users with sensitive permissions.

These secure fields will be included as part of the onboarding form that the new starter is asked to complete.

Step One

Hover over the People section of the side-bar, then navigate to: Configuration ➡️New Starters. Select the New Starters title, then click the SECURE DATA tab at the top of the page.

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

View the data fields in the two sections, then click NEXT to move on to the next screen.

Step Four

Click the NEXT button to proceed to the summary page.

Step Five

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