Business units

Access & Overview

Please note this section is only visible if you're an Admin user of Kyloe Connect Onboarding.

The Business Units section is a core part of Kyloe Connect Onboarding's configuration. It allows you to customize onboarding workflows, general information requirements, and compliance settings based on your organizational structure.

Hierarchical Structure

Business units are organised in a hierarchy. Any configuration applied at a top-level unit will automatically cascade down to all child units beneath it.

You can override inherited settings at lower levels if needed. For example, a child unit can have a different general information setup than its parent.

Each business unit features a link in the top right corner which you click to copy, as well as a workflow selector to choose the appropriate workflow. Changes to workflows only affect candidates who apply after those changes are implemented.

There is also a conditional general information section, where you can specify which questions are required and determine whether certain pages are necessary. These elements can be placed behind specific phases; for example, Payment Details may be requested after phase one. Up to five phases can be configured, controlled via the expand option and the pencil icon to make adjustments. To revert general information changes, select the restore to default option.