Configure 'Your next steps' email delivery schedule

Permissions: Coordinators and Owners

Product tier: Available for 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 receive a summary of who their manager is and the tasks that need their attention.

By default, the 'Your next steps' email is delivered 30 days prior to a new hire's start date. However, you can configure the delivery schedule to suit your organization's onboarding flow.

Edit the delivery schedule for 'Your next steps'

Note: Your configured delivery schedule will apply to both the default 'Your next steps' email and any custom 'Your next steps' templates created by your team.

From your Greenhouse Onboarding homepage, navigate to Settings Onboarding Plan Emails.

Navigation steps highlighted for Email settings in Greenhouse Onboarding

Scroll to Your next steps and click Edit default delivery.

Your next steps section in Greenhouse Onboarding email settings with Edit default delivery button highlighted

Deliver on a new hire's start date

Send all 'Your next steps' emails to new hires on their start date.

Use the Send email to new hire dropdown to select On Start Date.

Your next steps delivery schedule editor with On Start Date selected

Click Save and Close when you're done.

Set a custom delivery schedule

Create a custom delivery schedule to send the 'Your next steps' email to new hires before or after their assigned start date.

Use the Send email to new hire dropdown to select Custom.

In the next two fields, enter the number of days relative to the start date and use the dropdown to select whether the email will be sent before or after a new hire's start date.

Example: You'd like new hires to receive the 'Your next steps' email seven days before their start date. Enter 7 for the Day field and select Before from the Start Date dropdown.

Your next steps delivery schedule with custom option selected for 7 days prior

When you're finished, click Save and Close.

Additional resources