How to Create a Group
1. Navigate to Human Resources → Organization View → Profile Template.
2. Click the New Group button (top-right).
3. In the dialog that appears:
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Choose an optional icon for the group.
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Enter a Group Name (required, minimum 2 characters).
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Add a Description (optional, up to 120 characters).
- Click Create Group.
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How to Add Fields to a Group
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Expand a group by clicking its name in the accordion.
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Click Add Property.
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Select a field type: Text, Number, Date, True/False, File, or Dropdown.
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Enter the field name and toggle Required on or off.
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For Dropdown fields, add your option values and choose whether to Allow multiple selections.
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Click the save icon to confirm.
How to Edit or Delete Groups and Fields
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Click the settings (gear) icon on any group header to edit its name, icon, or description.
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Click the delete (trash) icon on a group header to remove the entire group.
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Use the edit or delete icons next to any individual field to update or remove it.
Searching Fields
Use the search bar at the top to quickly find fields across all groups. A results banner shows how many matches were found. Click Clear Search to reset.
