Onboarding Plan Overview

Note: In order to configure your organization's Onboarding Plan, you will need to have Admin level permissions or above.

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 4 key areas cumulatively make up your overall Onboarding Plan. In Greenhouse Onboarding, Plans are generated automatically and are determined by a new hire's department, location, employment status and any other onboarding criteria you may add.

Tasks

Manage administrative processes easily with assignable tasks for New Hires and members of your organization. With applied rules, tasks will be automatically assigned to individuals based by criteria you define. By automating the logistics of your Onboarding Plan, you have more time to focus on delivering a great new hire experience.

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To learn how to add Tasks to your Onboarding Plan, click here.

E-Signature Documents

Greenhouse Onboarding's E-Signature feature is a great way to start new hires off on the right foot and will help automate paperwork for your onboarding team. The feature will allow you to upload and map E-Signature forms for new hires with options to add co-signers and rules for automatically assigning specific documents. 

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To learn more about creating E-Signature Templates, click here.

Emails

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 outline.

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To learn more about how to add additional emails to your Onboarding Plan, click here.

Feedback

Greenhouse Onboarding's Feedback feature is an essential process for your team to 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.

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For more information on creating and managing Feedback questions, click here.

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