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Add New Your Next Steps Email

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The Your Next Steps email is a follow-up email sent from Greenhouse Onboarding to the New Hire after they have been added into the system. In the email, New Hires will receive a summary of who their manager is and tasks that need their attention.

Note: To learn more about how to configure the delivery schedule of the Your Next Steps Email, click here.

Greenhouse Onboarding provides a default version of this email but your organization can elect to add new variations. If your organization adds a Your Next Steps email variation, New Hires will be sent either a variant Your Next Steps email (based on their filter conditions) or the default Your Next Steps email.

To start, click Settings from the navigation bar and select Emails from the Onboarding Plan section of the left-hand panel.

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From the Emails page, navigate to the Your Next Steps section and click Create template.

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Use the subsequent dialog box to:

  • Enable/disable the new variation
  • Provide the variation with a name
  • Create the message/body of the email
  • Select filter criteria

Note: Since the variant email is intended to replace the default Your Next Steps email for certain employees, filter criteria must be associated with your new variation. 

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When finished, click Save and Close. Your organization's new Your Next Steps email will be added to the list of variation and sent out to New Hires who fulfill the criteria you have selected.

The Your Next Steps email assigned to the New Hire can be viewed from the Onboarding Plan screen when adding a New Hire to your account.