Introduction
Onboarding sends automated email notifications at key points throughout the onboarding process. These are system-generated templates, available only in English, and cannot be edited.
Audience
All Users
Onboarding Email Notifications
The table below describes the Onboarding email notifications, who they are sent to, and at what stage in the onboarding process they are sent. NOTE: There is no reminder email at this point; however, it is possible to send a new link to the new hire manually via SMS or email, along with a note. Please note that when this link is created, the previous link becomes invalid.
| To | When | Sample |
| New Hire | New Hire Placement is created | Subject Welcome to {{Company Name}} Body Welcome to {{Company Name}}. We are excited to have you join us on {{Start Date}}. We want to make sure that you have a great onboarding experience. Our HR team has carefully designed an onboarding program for you to get you up to speed and start enjoying your work. Click {{here}} to access all of the assigned tasks. Thanks |
| New Hire | New Task added to a Placement | Subject New Task assigned to you Body Dear {{First Name}}, A new task has been assigned to you as a part of your onboarding. The task is due on {{Due date}}. To access the task, please click the link below. {{Link}} Thanks |
| Company User (Hiring Manager) | New Hire Placement is created | Subject {{First and Last Name}}'s onboarding kickoff Body Dear {{First Name}}, The onboarding process for {{First and Last Name}} for the role of Job Title has been kicked off and you have been selected as a Hiring Manager for this Onboarding process. Optional Please click the link below to access the Onboarding process. {{Link to OB Process}} Thank you |
| Company User (can be HR Admin, Hiring Manager, etc.) | Task Assignment | Subject New Task assigned to you Body Dear {{First Name}}, A new task has been assigned to you as a part of {{First and Last Name}}'s onboarding. The task is due on {{Due date}}. To access the task, please click the link below. {{Link}} Thanks |
| Company User (Hiring Manager) | Onboarding Completed | Subject Onboarding process completed Body Dear {{First Name}}, The onboarding process for {{First and Last Name}} has been completed successfully. All the tasks are completed. No further action is needed. Thanks |
| New Hire | Onboarding Completed | Subject Onboarding process completed Body Dear {{First Name}}, Your onboarding at {{Company Name}} for the role of {{Job Title}} has been completed successfully. All the tasks are completed. No further action is needed. Thanks |
| Company User (Onboarding Admin) | Error or issues with the Onboarding Process | N/a |
| New Hire | Onboarding has been abandoned (cancelled, deleted by Admin) | Subject Your onboarding with {{Company Name}} abandoned Body Dear {{First Name}}, Your onboarding process for {{Job Title}} at {{Company}} Name has been abandoned. You will not be able to access any tasks previously assigned to you. There is no other action required from you. If you have further questions, please contact your onboarding co-ordinator, {{First and Last Name}}. Thanks |
| Company User (Hiring Manager) | Onboarding has been abandoned (cancelled, deleted by Admin) | Abandon of Process (Hiring Manager) Subject {{First and Last Name}}'s onboarding abandoned Body Dear {{First Name}}, The onboarding process for {{First and Last Name}} for the role of {{Job Title}} has been abandoned. No tasks need to be completed and no further action is needed. Thanks |