How can I make fields optional on my onboarding templates?

You can make most fields optional on an Onboarding template prior to publishing by unchecking the Required checkbox next to the field in question. 

A few fields cannot be made optional. Here is the list of fields that are required for any onboarding template:

• First Name

• Last Name

• Job Title

• Personal Email (we use this email to send the onboarding session to the new hire)

• Company Email (we use this email as a unique identifier for the employee’s profile)

Required fields will be noted on a published onboarding session with a red asterisk. 

Once an onboarding template has been published, you cannot update a field from required to optional. Reference the article Onboarding Templates for instructions as to how to edit a published onboarding session by duplicating the template.