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.
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.|
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.
Scroll to Your next steps and click Create template.
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
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.