Choose what new hires must provide (onboarding requirements)
Decide which onboarding details are required, optional or off for new staff.
For: Owners & admins · Category: Company setup (owners)
You control what each new hire is asked to fill in when they join. This sets the company-wide default that drives the onboarding form employees complete.
Steps
- Open the setting - Go to Settings -> Company and find "Onboarding information (company default)".
- Set each item - For each detail (such as ID, qualifications, bank details), choose whether it is required, optional, or not asked at all.
- Save - Press Save. New hires will see exactly these fields when they complete their profile.
Tips
- Only ask for what you truly need - a shorter onboarding form gets completed faster.
- This pairs with the employee guide "Complete your onboarding profile".