People Configuration

People Configuration - Manual Registration

You can fully configure your manual registration form via Settings > People Configuration > Manual Registration. This enables you to set the fields that should be completed before you add a candidate to your database via New Person.

Data Fields

The candidate record is populated by answers provided on the registration forms. You can make as many of these fields mandatory as you like, which will allow you to populate everything you need at the point of adding your candidate. 

Adding, Deleting and Sorting Fields

To delete existing fields, click on the red X at the right hand side of the row. To add a new field, or change the order, use the Add Field and Sort buttons as shown below:

A pop up will appear prompting you to select the Data Field - this is the area within the candidate record that the information you want to gather relates to. For example, to add a profile related question select Profile from as the data field and all the available profile related fields will appear in the next drop-down. If the field should be mandatory, select the tickbox.


You can continue this process until you have built up your registration questions, adding in blank rows to space each section out if you like. Use the Preview option to see what your registration process will look like before making it final.

You'll be able to sort the questions by clicking Sort - A Popup will appear with all questions allowing you to drag them into order.

Legal Basis

When manually registering candidates, you will be asked to select the Legal Basis For Processing Candidate's Data.

  • Consent Request - Creates the candidate and sends login details to direct them to login and accept the agreement with the option of an email being sent. (Only applicable if Candidate Portal is enabled.)

  • Consent Provided - Creates & agrees to the candidate agreement with the option of an email being sent.

  • Legitimate Interest - Creates & agrees to the candidate agreement without an email being sent.

  • Not applicable at this stage - Just creates the candidate without opting them in to the candidate agreement and without an email being sent.