As an Admin or Super Admins you can view Profile Fields or create new Profile Fields in the Admin section under Profile Set-up. You can also set Custom tables for better tracking of structured data.
Sapling collects information from new team members during the pre-boarding process and can also collect information for existing team members in the team member's onboarding hub.
For each profile field there are four categories in the application:
There are a number of Profile Field types within each category that Sapling can collect and store.
Managing employee data can be tricky and context specific, so we want to make sure you can manage what fields are displayed in the onboarding and offboarding flows (or not in either!).
In your profile field set-up, you can select whether the field should be shown in:
Note: you will also be prompted with a checkbox option that says "This is a confidential field and should be masked". By checking this, that means anyone with the permissioning level to see that field will have to actively click on the field to see what is hidden underneath (particularly helpful for sensitive data like Social Security numbers).
This information is available in the Profile section, which will either be completed by new hires during the pre-boarding process or existing team members within Sapling.