Configure employee field groups

What this achieves

Employee records are built from sections, and not every company needs all of them. This is where you switch sections on and off so your forms ask for what you actually hold and nothing else.

Required role: Administrator.

Steps

Go to Settings → Employee Data.
Read the Core sections, which are always present.
Work through the remaining groups and switch each section on or off.

There is nothing to save

Each switch takes effect on its own and confirms that the configuration is saved. There is no save button and no unsaved state to lose, so change one section at a time and read the confirmation.

The corollary matters more: a switch you flip by accident is already applied. Flip it back.

Core sections cannot be switched off

The core group holds the sections an employee record cannot exist without, and the screen states that these cannot be disabled. They are always visible.

Option	Description
Personal Information	Who the person is.
Contact Details	How to reach them.
Employment	The employment itself.
Organization	Where they sit in the structure.

The optional groups

Sections outside the core are grouped by what they are for, so you can decide a whole area at once.

Option	Description
HR Management	Sections such as emergency contacts, probation, and HR tags and notes.
Financial	Compensation and bank details.
Professional Background	Education, prior employers, external certifications, and languages.
Compliance & Diversity	Visa and immigration details, and self-identified diversity information.
Work Arrangement	Working hours and schedule, notice period, shift and time settings, and legal entity.
Family	Family and dependant details.
Public Sector	Sections specific to public-sector employment.

Each section names what it holds, so read the description rather than guessing from the title.

Some sections carry a marker

Sections are annotated where something about them is worth knowing before you switch them on.

Option	Description
Always visible	The section cannot be hidden.
Encrypted	The data is held encrypted.
Self-identified, optional	The employee provides it themselves, and may decline.
Managed separately	The section is maintained elsewhere rather than on this form.
Required	The section is required.

Take the self-identified marker seriously. Sections carrying it hold information people give voluntarily about themselves, and switching one on is a decision to ask your workforce for it.

A section a module needs cannot be hidden

Where a section is required by a module you have active, it is locked and the screen names which module requires it, saying that it cannot be hidden while that module is active.

That is a dependency rather than a restriction. Switching the module off is what releases the section; there is nothing to change on this screen.

Example: a section required by attendance capture at HC Corp UK Ltd stays locked on while that capability is in use.

Switch off what you do not hold

Every section left on is a section somebody sees on a form and wonders whether to complete. A record asking for information nobody maintains fills up with blanks, and a blank is indistinguishable from a deliberate omission.

Turn on what your company genuinely holds, and revisit the list when that changes.

Example: HC Corp UK Ltd holding no public-sector employment leaves that group off entirely, so nobody creating a record is asked about it.

What happens next

The configuration applies to employee forms and profiles across the workspace, so a section switched off stops being asked for on new records and stops being shown on existing ones. Data already captured in a section you switch off is not deleted — it stops being displayed. Where you want a ready-made starting point rather than deciding section by section, apply a template instead.