Create hiring templates

A hiring template defines the steps of your onboarding flow — which categories of information a new hire's record collects. When you add a new hire, you pick a template and the stepper builds itself from it.

How do I create one?

1. Open Employee Directory → Hiring Templates and click Create Template.
2. Choose the field categories and subcategories the template should collect — keep it to what you genuinely need on day one; profiles can be completed later.
3. Save.

How do I maintain templates?

Edit or delete templates from the same list. Different employment types often warrant different templates — a contractor template can skip sections a full-time hire needs.