Permissions: Owners and Coordinators

Product tier: Available for the Greenhouse Welcome and Greenhouse Onboarding subscription tiers

The 'Your next steps' email is a follow-up email sent from Greenhouse Onboarding to a new hire after they've been assigned an onboarding plan. In this email, new hires will receive a summary of any tasks or E-Signature documents that need their attention.

Note: Learn more about setting the delivery schedule for your organization's 'Your next steps' email.

Default 'Your next steps' email sections

When new hires receive a 'Your next steps' email, they'll see the following core sections:

Section title Section info
Get Started button New hires can click this button to navigate to Greenhouse Onboarding.
Documents Awaiting Your Signature Any e-signature documents assigned to your new hire will appear here.
Upcoming Tasks to Complete Any upcoming onboarding tasks that require attention will appear here. 
Your Manager The new hire's direct manager and title.
Your Department The new hire's department.
Your Location The new hire's work location.

Note: Upcoming Tasks to Complete are tasks with assign dates on or before the scheduled delivery date of the 'Your next steps' email. This section will not appear for tasks with an assign date beyond the 'Your next steps' delivery date.

Edit the default 'Your next steps' email

Learn more about editing the default 'Your next steps' email and configuring your email's delivery with the following resources:

Customize the 'Your next steps' email

Your organization can create custom variations of the default 'Your next steps' email to personalize them for new hires with different locations, departments, employment statuses, or other criteria. New hires will receive a custom 'Your next steps' variation instead of the default email if they match the applied filter criteria.

To create a new 'Your next steps' email, navigate to Settings Onboarding Plan Emails.

Navigation steps highlighted for Email settings in Greenhouse Onboarding

Scroll to Your next steps and click Create template.

Your next steps section on Greenhouse Onboarding emails settings page with Create template button highlighted

Use the email template editor to set up the following:

  • Publish or turn off your new email variation
  • Name your template
  • Add a subject line
  • Build your email message
  • Assign new hire filter criteria

Note: Make sure each 'Your next steps' email variation has match criteria applied to filter for specific new hires. This ensures that the correct email variation will reach new hires with matching locations, departments, employment statuses, or other criteria.

Your next steps variation editor dialog box

When you're done, click Save and Close.

Your organization's new 'Your next steps' email will be sent to any new hires who fulfill the criteria you've selected.

Additional resources