Edit 'Your next steps' email

The Your next steps email is a follow-up email sent from Greenhouse Onboarding to the new hire after they have been assigned an onboarding plan. In the email, new hires will receive a summary of who their manager is and which tasks need their attention.

Greenhouse Onboarding provides a default version of this email, but your organization can elect to add multiple variations.

To edit Your next steps emails, click Settings from the navigation bar and click Emails on the left.

Scroll to the Your next steps section and hover over any of the listed variations. Click the Edit icon .

Edit default Your next steps email

If the default Your next steps email is selected, a special default Edit Email Template box will open. From this dialog box, you can only edit the text of the email. This template cannot be deactivated. Additionally, you will be unable to edit the template's name and filter conditions.

Unlike Your next steps email variations, the default template is intended to work as a catch-all for new hires that are not assigned any conditions like Department, Location, Employment Status, or Other Criteria matches.

When you have finished editing the message for the default Your next steps email, click Save and Close.

New hires will be sent either a variant Your next steps email (based on their filter conditions) or the default Your next steps email.

Edit Your next steps email variations

For more information on how to create a Your next steps email variation, click here.

If a Your next steps email variation is selected, you can deactivate, edit the name, message, and filter conditions of the variation from the subsequent dialog box.

When you have finished editing the Your next steps email variation, click Save and Close.

New hires will be sent either a variant Your next steps email (based on their filter conditions) or the default Your next steps email.