Permissions: Owner, Coordinator
Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding subscription tiers
The Welcome to the team email is an introductory email sent from Greenhouse Onboarding to the new hire after they have been added to the system. In the email, new hires will receive a summary of who their manager is, the team they have joined, and tasks that need their attention.
Greenhouse Onboarding provides a default version of this email but your organization can elect to add new variations. If your organization adds a Welcome to the team email variation, new hires will be sent either a variant Welcome to the team email (based on their filter conditions) or the default Welcome to the team email.
Add a "welcome to the team" email template
To add a new Welcome to the team email, click Settings from your navigation bar, then click Emails on the left.
From the Emails page, Navigate to the Welcome to the team section and click Create template.
Use the Email Template dialog box to complete the following:
- Enable/deactivate the new template using the toggle button
- Name the template
- Create the subject line and message/body of the email
- Apply the filter criteria
Note: Since the template email is intended to replace the default email for certain employees, filter criteria must be added to the template.
When finished, click Save and Close.
Your organization's new Welcome to the team email will be added as a new template and sent to new hires who fulfill the criteria you selected.
The Welcome to the team email assigned to the new hire can be viewed from the Onboarding Plan screen when adding a new hire to your account.
Edit the "Welcome to the team" email template
To edit the email template, click Settings from your navigation bar, then click Emails on the left.
Hover over the email template and click the pencil icon.
Use the Email Template dialog box to make changes to the following:
- Enable/deactivate the template using the toggle button
- Template name
- Subject line and message/body of the email
- Filter criteria
Click Save and Close when you are done.
To delete the email template, click Delete from the dialog box. Then, click Yes, delete it to confirm the action.