Permissions: Employees

Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding subscription tiers

View or edit personal information from your employee profile in Greenhouse Onboarding. 

Upload your profile picture

Click Profile from your Greenhouse Onboarding homepage. 

Screenshot    of    the    profile    button.

Click the Pencil icon, then select Upload New to upload a photo from your files. Once complete, click Save.

Screenshot    of    the    pencil    icon.

You can upload a new photo or download/delete your current photo at any time by clicking the pencil icon. 

Info tab

The Info tab includes your basic information, manager details, and any custom access assigned to you by your organization. 

Any field that has a private icon next to it indicates that this information is not viewable to other employees in your organization unless they have specified permissions granted by your Admin Owner. 

Screenshot   of   the   private   icon.

Click Edit to add or make changes to your personal details. Once finished, click Save at the top of the Information dialog box

Screenshot   of   the   edit   button.

Documents tab

The Documents tab shows all E-Signatures uploaded by you or your organization. You can use this tab to sign your required E-Signatures or manage any completed documents.

Documents in a Not Started status require your signature. Click the ellipsis icon inline with the document, then select Sign from the dropdown menu. 

Screenshot  of  the  documents  tab.

Once signed, the document status changes to Complete with the option to Download from the ellipsis drop-down. To download all documents, click Download All at the top of the panel. 

Screenshot  of  the  download  options.

Note: E-Signatures are available to the Greenhouse Onboarding subscription tier only.

Click Add Document to upload a document from your files. 

Screenshot  of  the  add  document  button.

Feedback tab

Your organization may send you feedback questions to answer about your role and experience with the company. The Ask Date shows you when the feedback question is available to answer. Each completed question provides details on the answer date, your response, and additional comments you provided. 

Screenshot  of  the  feedback  tab.

Note: Only feedback questions with an active Ask Date will be available to answer from your home dashboard. 

Navigate to your Home dashboard to complete a feedback question. Next, Click Answer Questions from the Feedback Questions panel. 

Screenshot of the home dashboard.

Provide your answers, then click Submit Answers at the bottom of the page. 

Screenshot of the submit answers button.

Admin tab

Coordinators and Owners in Greenhouse Onboarding have access to the Admin tab in their personal profiles and in other employee profiles. Use this tab to resend important emails to your new hires, view an employee's administrative or custom permissions, or update employment status and other criteria.


Admin tab for Coordinators

Users with Coordinator permissions can view the following employee profile information in the Admin tab:



Coordinators can also use the Additional Actions section to send and resend an employee's 'Your Next Steps' email or 'Welcome to the Team' email.


Admin tab for Owners

Like Coordinators, users with Owner permissions can view employee access permissions and resend the 'Your Next Steps' and 'Welcome to the Team' emails. In addition, Owners can view and edit the following information in the Admin tab for an employee profile:


Owners can also delete an employee's profile from the Admin tab. In the Additional Actions section, click Delete Profile to remove this employee's profile from your Greenhouse Onboarding account.

Note: Users with Owner permissions cannot delete their own personal profile from Greenhouse Onboarding.