How can we help you?

Customize Welcome Experience Pages

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. 

Screen_Shot_2018-08-21_at_10.36.47_AM.png

Create and Customize a New Page

From the management screen for Welcome Experience Pages, create a new page by clicking Create New Page.

Screen_Shot_2018-08-21_at_11.03.07_AM.png

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). 

Screen_Shot_2018-10-02_at_11.38.28_AM.png

Components you can use to customize page include: 

Text Text field
Media Upload image from your computer or provide a Video URL (YouTube or Vimeo)
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 Screen_Shot_2018-08-21_at_11.20.00_AM.png is highlighted and release the component. 

move.gif

If you need to rearrange components you've added onto the page, click and hold the Screen_Shot_2018-08-21_at_11.18.21_AM.png tab to the left of the component. Drag to the desired position until the Screen_Shot_2018-08-21_at_11.20.00_AM.png 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 Screen_Shot_2018-08-21_at_11.23.43_AM.png.

move_edit.gif

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.

Screen_Shot_2018-08-21_at_1.17.54_PM.png

To save your progress, click Save in the upper left-hand corner of the page. 

 

Assign Page Rules

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.   

Screen_Shot_2018-08-21_at_2.39.55_PM.png

 

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. 

Screen_Shot_2018-08-21_at_3.48.04_PM.png