Choreographed introductions help your onboarding team notify employees about the latest group of new hires who've joined your organization, giving employees a chance to learn more about their new teammates.
Greenhouse Onboarding provides four default templates to get you started, and you can create custom choreographed introduction templates. You can edit or delete default or custom choreographed introduction templates at any time.
Edit a choreographed introduction template
From your Greenhouse Onboarding homepage, navigate to Settings > Onboarding Plan > Emails.
On the Emails page, scroll to Choreographed introductions.
Hover over the template you want to edit, then click the pencil icon.
On the Choreographed introductions template page, you can edit any of the following elements for your template's setup or email content:
Template setup
- Template name
- Template description
- New hire cohort criteria
- Email template schedule
Email content
- Recipient
- Subject line
- Email body
- New hire details
Note: Learn more about configuring your choreographed introduction's template setup and email content.
Click Preview to review how your changes will appear to employees receiving this email.
When you're ready, click Save and exit to apply your changes.
Delete a choreographed introduction template
Note: Deleting a choreographed introduction template is permanent and can't be undone. We recommend turning off your template to stop delivering emails instead of deleting your template. This allows you to save the template's content in case your organization ever needs to use it in the future.
On the Emails page, scroll to Choreographed introductions.
Hover over the template you want to delete, then click the trash can icon.
Click Delete to confirm you want to remove this template.
Emails scheduled by this template will stop sending immediately once you delete it.