How to Customize Data Fields within the Click Boarding Admin Portal

Disclaimer:  Depending on your configuration, custom data field functionality may not be available. While we strive to ensure our product features are available for everyone, there are some configurations that are currently incompatible with certain features. To see if this feature is available for your company, please send an email to [e-mail].

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Let’s review the customizable data fields within the Click Boarding Admin Portal and examples of each:

1. Collection: (array)

• One or more grouping(s) of related fields to be collected once or many times
• Groupings will follow the same method of collection and have the same field names
• A Collection acts as a container for other data fields
• Collection fields can be compared to how a folder on your desktop can contain files; a Collection can contain data fields

EXAMPLE #1: Emergency Contact

You would create Emergency Contact as a Collection if you wanted to collect more than one emergency contact from your candidate.

Emergency Contact Collection could contain:

• First Name
• Last Name
• Relationship
• Phone Number

EXAMPLE #2: Professional License

You would create Professional License as a Collection if you wanted to collect more than one professional license from your candidate.

Professional License Collection could contain:

• Expiration Date
• Issuing Agency
• License Name
• License Number
• License Type

Other examples of a Collection could include:

• Direct Deposit
• Historical Addresses
• Former Name/Aliases
• Previous Education

2. Data Field Group: (object)

• A single grouping of related fields
• Acts as a container for other data fields
• Comparable to a folder on your computer that can contain files, a Data Field Group can contain data fields.

EXAMPLE #1: Emergency Contact

You would create Emergency Contact as a Data Field Group if you wanted to collect one emergency contact from your candidate.

Emergency Contact Collection could contain:

• First Name
• Last Name
• Relationship
• Phone Number

EXAMPLE #2: Professional License

You would create Professional License as a Data Field Group if you wanted to collect one professional license from your candidate.

Professional License Collection could contain:

• Expiration Date
• Issuing Agency
• License Name
• License Number
• License Type

Other examples could include:

• Candidate Legal Name
• Home Address
• Commercial License

3. Date

• Date fields are internationally supported
• It can be “nested” within a Collection or Data Field Group
• The date placeholder and input will change based on the language selected by the Candidate on account creation
  • If the candidate selects “English (United States),” this will display and collect the MM/DD/YYYY format
  • If the candidate selects “English (United Kingdom),” this will display and collect the DD/MM/YYYY format
• The review page and standard PDF output will always display as international format (YYYY-MM-DD)

EXAMPLES:

• Start Date
• Last Date Worked
• Expiration Date
• Current Date
• Requested start date
• Birthdate
• Work Anniversary Date
• Benefits Eligible Date

4. Phone

• Phone fields are internationally supported.
• Can be “nested” within a Collection or Data Field Group
• Stores data in an industry standard International ready format (E.164 format)
• Same data format as platforms like Twilio (SMS, etc.)

United States
United Kingdom

EXAMPLES:

• Mobile Phone
• Office Phone
• Fax Number
• After-Hours Phone Number
• Emergency Contact Phone Number

5. Text (string)

• Any instance where candidate/employee information could be stored as a string
• Can include letters, numbers or symbols
• Can be “nested” within a Collection or Data Field Group
• When using this field on a form, users can indicate if it is collected as:
  • A single line of text, OR
    
  • Multiple lines of text, OR
    
  • A selection from a list
    
  EXAMPLES:
  • Single line of text: preferred name, routing number, fax number
  • Multiple Lines of text: fun fact, short answer, explanation of a previous answer
  • Selection from a List: Yes or No; multiple-choice assessment, custom gender selection