The Personal Information (PI) module is flexible, customizable and is specifically meant to collect all PII data from a candidate.
In this article:
Module Configuration
To configure the PI module, choose ‘Personal Information’ in the Module Configurator and start a new configuration. Enter a title and choose your main language.
- Add languages if you need the module to be available in different languages
- Add your module title (visible for candidates)
- Start configuring your questions
Please note: The personal information module CAN be added multiple times in the flow. A few things to note about this:
- You cannot add the exact same PI module to a flow more than once.
- The personal information modules that you add to a single flow should never contain the SAME question.
- Only one of the personal modules that are in the flow should contain First name/Last name (if applicable)
2 Examples:
- Client Test wants to ask a candidate their F/L name & phone # at the beginning of the assessment and then after personality print, they would like to ask them about education and experience.
- You would create 2 personal information modules with unique names. (if not already built in the account)
- One would contain the First and Last name & phone # questions only. Maybe name it Personal Information
- Then in the second PI module, you would remove the default F/L name fields and phone field and add new questions about the education and experience. You could name it Edu & Exp Information
- Now when you build the new flow you can select the PI modules and place them in the flow.
- Client account has 3 Personal information modules in their account, each with unique questions.
- Module Names: Part 1, Part 2, & Part 3
- In a single flow you cannot add the Part 1 module twice. But you could add part 1, part 2 and part 3 in that flow.
Pre-Defined Questions
Default questions
The PI module has 3 questions that are by default configured:
- First name
- Last name
- Phone
These questions are set as required by default. If you want to change the settings of the question, click on the question and you can change the question itself and change the ‘required’ setting. You can change the order of the question by moving the arrows and delete the question by using the bin.
Adding pre-defined questions
If you like to add more questions click on ‘Add question’. You will see a set of pre-defined questions, and you can select any of them. After selecting, you can change the settings again by clicking on the question. It is recommended to always open the question settings, so you can see the default options and check whether they make sense for this particular customer/account. Also:
- All pre-defined questions have default translations in all languages. These translations can be customized when needed.
- Keys cannot be changed, since this is what is shown on the CDP.
- Pre-defined questions are marked as PII or Sensitive (see below). This setting cannot be changed.
- All pre-defined questions have default options. These can be customized when needed.
- Address: click on the question to configure which address data will be asked to the candidate. For address we’re making use of an API, which means that the address will be auto-filled once the candidate starts typing their address.
When clicking on these questions you will find a description field, with a default description. This description can be customized and disabled (not recommended, as this is sensitive information so you want to explain why the question is being asked). You will also find default options, which can be customized as well. However, it is recommended to use the default settings.
Personal Information vs Sensitive Information
Some of the predefined questions are marked as Personal Information. As such, the answers to these questions will only appear in the CDP (including the PDF) for users who were given access to personal information. Users without access to PII will not see the questions and the answers in the CDP.
Other predefined questions are marked as Sensitive Information. As such, the answers to these questions will not be visible in the CDP at all, not even to users with access to PII. These questions were added for DEI/statistical purposes only.
The default marking of a predefined question as Personal vs. Sensitive is hard coded and cannot be changed. As of today (August 2023) there is no indication in the module configuration page for which question is of which type.
Personal Information:
- First Name, Middle Name, Last Name
- Address
- Phone
- Education
Sensitive Information:
- Gender
- Sex
- Date of Birth
- Ethnicity
- Veteran status
- Disability
For legal reasons, because of the nature of these questions, when adding them, always explain the purpose of asking them (to ensure the continued fairness of our assessments) and explicitly state that it’s optional.
Custom questions
To add custom questions you need to set up the question in the Questions tab, just like any other question. Instructions on how to do this can be found on this page.
Once you set up the Question, it will show in the list of ‘Custom questions’.
- Every custom question is marked as PII by default. In case this question does not contain PII it can be disabled by clicking on the question.
- Custom questions are by default set as ‘Not required’ and should be set manually to ‘Required’ in case needed.
For any questions, please reach out to your Account Manager