Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding subscription tiers
We believe a great onboarding experience happens when tasks are completed for a new hire in 4 key areas: Tasks, E-Signature Documents, Emails, and Feedback. These four key areas make up your overall Onboarding Plan.
In Greenhouse Onboarding, Onboarding Plans are automatically generated based on the new hire's department, location, employment status, and other onboarding criteria that you may define in their profile.
See the sections below for an overview of a new hire's Onboarding Plan.
Note: To configure your organization's Onboarding Plan, you will need to have Admin level permissions or above.
Tasks are used to manage and assign administrative processes to both new hires and members of your organization. When you create a task, you can also create rules, which can be used to automatically assign tasks to employees based on specific criteria.
By automating the logistics of your Onboarding Plan, you have more time to focus on delivering a great new hire experience.
To learn how to add Tasks to your Onboarding Plan, click here.
Greenhouse Onboarding's E-Signature functionality helps automate paperwork for your onboarding team and ensures the new hire has a painless and productive onboarding experience.
When configuring e-signature templates, you can upload forms and add places where an e-signature is required. Like Tasks, documents can be automatically assigned to new hires based on rules. If the document needs more than one signature, you can add co-signers to documents.
To learn more about creating E-Signature Templates, click here.
Use automated emails to effectively communicate with New Hires and members of your team about upcoming tasks. Like other key aspects of your Onboarding Plan, emails can be delivered at a specified time and assigned to New Hires and members of your organization based on the rules you create when adding an email template.
To learn more about how to add additional emails to your Onboarding Plan, click here.
Greenhouse Onboarding's Feedback feature helps survey the experiences of your New Hires and report on the successes and gaps in your Onboarding Plan. While we pre-populate potential feedback questions for your organization, you can also create your own Feedback questions to suit your needs and address any areas of concern you might have.
For more information on creating and managing Feedback questions, click here.