Use this guide to learn how to add new hires and assign their onboarding plans in Greenhouse Onboarding.
Add a new hire
In Greenhouse Onboarding, new hires are added in one of two ways:
Manually add a new hire
Use the Onboard New Employee: Create Profile page to enter all of your new hire's relevant information.
You can also fill out the People To Notify field to notify specific people in your organization when this new hire is added to Greenhouse Onboarding.
Click the dropdown menu to select recipients to notify. You can select employees by role, including Manager and Onboarding Coordinator, or select individual employees by name.
Once you're finished, you'll fill out your new hire's onboarding criteria. Skip to Set onboarding criteria for your new hire to learn more.
Convert a pending hire to a new hire
If you've integrated your Greenhouse Recruiting and Greenhouse Onboarding accounts, any candidates marked as hired in Greenhouse Recruiting will be automatically sent to Greenhouse Onboarding as a pending hire. Owners, Coordinators, and users with custom access can view and manage pending hires from the Pending Hires section of their homepage.
To convert a pending hire to a new hire, click the hire's name in the Pending Hires section.
Use the Convert Pending Hire: Review Profile page to review the pending hire's information, which has been automatically pulled from Greenhouse Recruiting. You can edit these fields as needed, as well as fill out any blank fields.
Once you've confirmed your new hire's details, you'll fill out their onboarding criteria.
Set onboarding criteria for a new hire
Regardless of how a new hire was added to Greenhouse Onboarding, you'll need to define onboarding criteria to help set up the new hire's onboarding plan.
Scroll to the Onboarding Criteria section of the new hire's profile creation page. Here, you'll fill out the new hire's assigned department, location, employment status, and other criteria.
When you're finished, click Review Onboarding Plan at the bottom of the profile creation page.
Assign a new hire's onboarding plan
Use the Review Onboarding Plan page to review the tasks, E-Signatures, and feedback questions that will be assigned as part of your new hire's onboarding plan.
If needed, you can also update your new hire's onboarding plan in the following ways:
- Add, edit, or delete tasks
- Add or delete E-Signature templates
- Reassign the counter signer for an E-Signature
When you're finished, click Assign Plan.
Review a new hire's details and preview their welcome experience
Once you assign a new hire's onboarding plan, you'll see the Summary page. This page includes an overview of the new hire that's been onboarded and the high-level details of their onboarding plan.
Click Preview Welcome Experience to preview what this new hire will experience when they log in to Greenhouse Onboarding for the first time.
You can also click Onboard Another Employee to manually add another new hire to Greenhouse Onboarding.
Click Back to Home to go back to your homepage.