Owners and Coordinators can access the Settings page to manage various settings for your organization's Greenhouse Onboarding or Greenhouse Welcome account.
Navigate to Settings > Introduction > Settings Overview to get started with essential settings for your organization's account. Here, you can set up onboarding plan defaults, add department info, and craft your organization's new hire experience.
Use Company Info settings to add departments and locations, set new hire fields, and manage 3rd-party task systems.
Add departments for your organization. You can also edit or delete any existing departments.
Add, edit, or delete office locations and addresses for your organization.
Add, edit, and organize a variety of fields to collect information about your new hires during onboarding.
3rd-party task systems
Connect Greenhouse Onboarding to your 3rd-party task systems to manage new hire tasks within your established ticketing processes.
Use Onboarding Plan settings to manage and preview elements of your organization's onboarding plan for new hires.
Configure other criteria beyond a new hire's department, location, and employment status to generate flexible and tailored onboarding plans.
Build, edit, and manage tasks that you can assign to new hires, managers, and other users during the onboarding process.
Build and manage E-Signature templates to streamline e-signature requests sent to onboarding employees.
Enable and schedule emails to help your new hires get ready for their onboarding. These include choreographed introductions, 'Your next steps' emails, 'Welcome to the team' emails, and a variety of other core emails.
Create custom questions to gather feedback about the onboarding process from your new hires.
Preview onboarding plans
Preview how your organization's onboarding plans will appear to new hires with different departments, locations, employment statuses, and other criteria.
Customize the look and feel of your organization's new hire Welcome Experience by building branded assets and pages.
Upload a custom navigation icon and configure other branded assets to maintain brand standards for your organization.
Build custom Welcome Experience pages to introduce new hires to your organization and their onboarding team, gather basic employee information, and cover next steps.
Preview welcome experiences
Preview how your organization's Welcome Experience pages will appear to new hires with different departments, locations, employment statuses, and other criteria.
Use Data Flow settings to configure integrations and SAML, set up user permissions, or manage API keys for your organization.
Configure a variety of integrations for applicant tracking, human resource management, or single sign-on.
If your organization uses single sign-on (SSO) to authenticate users, you can create or update your SAML configuration in the Single Sign-On tab.
On the Single Sign-On page, fill out or edit the following fields with your organization's SSO credentials:
- Single sign-on URL
- Single logout URL (optional)
- IdP certificate fingerprint (in SHA1 format)
Mark the checkbox above the Save button if your organization uses Azure AD as an Identity Provider.
Click Save when you're done.