Permissions: Owners and Coordinators

Product tier: Available for Greenhouse Onboarding and Greenhouse Welcome subscription tiers

Owners and Coordinators can access the Settings page to manage various settings for your organization's Greenhouse Onboarding or Greenhouse Welcome account.

Introduction

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.

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Company info

Use Company Info settings to add departments and locations, set new hire fields, and manage 3rd-party task systems.

Departments

Add departments for your organization. You can also edit or delete any existing departments.

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Locations

Add, edit, or delete office locations and addresses for your organization.

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Fields

Add, edit, and organize a variety of fields to collect information about your new hires during onboarding.

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3rd-party task systems

Connect Greenhouse Onboarding to your 3rd-party task systems to manage new hire tasks within your established ticketing processes.

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Onboarding plan

Use Onboarding Plan settings to manage and preview elements of your organization's onboarding plan for new hires.

Other criteria

Configure other criteria beyond a new hire's department, location, and employment status to generate flexible and tailored onboarding plans.

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Tasks

Build, edit, and manage tasks that you can assign to new hires, managers, and other users during the onboarding process.

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E-Signature templates

Build and manage E-Signature templates to streamline e-signature requests sent to onboarding employees.

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Emails

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.

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Feedback

Create custom questions to gather feedback about the onboarding process from your new hires.

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Preview onboarding plans

Preview how your organization's onboarding plans will appear to new hires with different departments, locations, employment statuses, and other criteria.

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Welcome experience

Customize the look and feel of your organization's new hire Welcome Experience by building branded assets and pages.

Branded assets

Upload a custom navigation icon and configure other branded assets to maintain brand standards for your organization.

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Pages

Build custom Welcome Experience pages to introduce new hires to your organization and their onboarding team, gather basic employee information, and cover next steps.

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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.

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Data flow

Use Data Flow settings to configure integrations, set up user permissions, or manage API keys for your organization.

Integrations

Configure a variety of integrations for applicant tracking, human resource management, or single sign-on.

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Permissions

Configure default access permissions for Employees and Managers or administrative access permissions for Owners and Coordinators. You can also build custom access permissions.

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API management

If your organization uses the Greenhouse Onboarding API, you can generate API access keys here.

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