Onboarding: Secure Data Templates

In addition to the Personal Data Template (required), you can also create a Secure Data Template which will allow you to request sensitive/banking information from the new starter.

  These fields sit within the Sensitive tab on an individuals profile, and access to this data is locked down to users with the 'Sensitive' toggle enabled for the People section.

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

To create a Sensitive 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. Then click the SECURE DATA section.

Step Two

Click on the ADD button to the right-hand side of the screen. This will open the ADD A NEW SECURE 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

The toggles displayed on this page are automatically switched on and cannot be un-toggled.

Click the NEXT button to proceed to the next screen.

Step Four

The final page displays the requested fields for the Secure Data template.

Click NEXT to proceed to the next screen.

Step Five

This is the summary page which will confirm the information provided on the previous pages.

Click SAVE to add the template to the platform.