Your organization's Welcome Experience is comprised of pages arranged in a particular order. New Hires who are added into your Greenhouse Onboarding account will be directed to this sequence of pages. We provide easy-to-use authoring tools to customize every page in your Welcome Experience that you can then filter for specific users and arrange in any order you wish.
In this article we will cover how to:
If you are interested in learning how to reorganize the flow of Welcome Experience pages, please visit our documentation here.
To access the management page for Welcome Experience Pages, click Settings from the navigation bar and select Pages from the left-hand panel.
Create and Customize a New Page
From the management screen for Welcome Experience Pages, create a new page by clicking Create New Page.
The new page will be blank and ready for customization. At the bottom of the page, the Component Drawer should already be open (if not click Open Drawer to reveal the available customization components).
Components you can use to customize page include:
| Text | Text field |
| Media |
Upload image from your computer (max file size 3MB and 1016px width) or provide a Video URL (YouTube or Vimeo). Note: Images uploaded via the Media Component will need to be (re)sized outside of Greenhouse Onboarding to desired specifications and then uploaded. |
| Employees | Click Edit at the top of the component to select a Role or specific user. |
| Timeline | Click Edit at the top of the component to add important events/anniversaries for your organization. |
| Custom Fields | Displays custom fields a New Hire will fill out. They can be configured by navigating to Settings > Custom Fields. |
| E-Signatures | Documents assigned to the New Hire and require an e-signature will be populated. Tasks can be configured by navigating to Settings > Onboarding Plan > E-Signatures Templates |
To customize the page with components, click and hold the component icon in the draw. Drag to the desired position until the 
is highlighted and release the component.
If you need to rearrange components you've added onto the page, click and hold the 
tab to the left of the component. Drag to the desired position until the is highlighted and release the component.
To delete a component on the page, navigate to the upper right-hand corner of the component and click 
.
Click here to see a video demonstration of each component in an example Welcome Experience Page customization
Navigate to the left-hand panel to provide the page with a Title. When finished, toggle the Published button to ON in order to enable the page.
To save your progress, click Save in the upper left-hand corner of the page.
Assign Page Rules
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The Page Rules section on the left-hand panel allows you to apply rules to this individual page so that it will only be included for New Hires that meet all the criteria. Use the provided dropdown menus to apply any rules to this page. You can set multiple parameters across and within each field.
To save your progress, click Save in the upper left-hand corner of the page. |
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Delete a Page
If you ever need to delete a page, navigate to the left-hand panel and click Delete Page.
Note: Any employees currently going through onboarding will no longer see the deleted page in the Welcome Experience.
To confirm your choice, click Delete Page from subsequent dialog box.
