Add a Welcome Message to an Onboarding Policy

The Welcome Message is a personalized message that you can display to new employees when they are onboarded:

You can personalize the message in several ways, by configuring the message author, adding your company logo, and adding an onboarding video.

To add the Welcome Message section to your policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy you want to modify.
3. Click the Getting Started tab.
4. Under Welcome Message, click Add. The application automatically scrolls down to where you can configure the message.
5. To hide this section for internal employees, clear the Enable for Internal Hire checkbox. For example, if the welcome message contains high-level information about the organization that internal employees would already know, you can clear this checkbox so that they don't receive the message.
6. To specify the message author, click Add Message Author and select an option:
   • Select a Specific Author: Select an author from the drop-down list.
   • Select Onboarding Employee's Manager: Send the Welcome Message from the employee's manager.
7. Click Ok.
8. In the Company Logo section, select a logo from the drop-down list.
9. Note: The logos included in the drop-down list are configured in Onboarding Setup > Company Logos. See Upload Company Logos for Onboarding.
9. In the Message Body section:
   1. Add Title: Enter a title for the message. This is the title employees see for the Welcome Message in Getting Started.
   2. Select Tokens: Use the drop-down list to select tokens, such as the onboarding employee's name or the manager's name, to personalize each message and then click Insert to add the token to the text editor.
   3. Text Editor: Enter other text for the message, as applicable.
10. (Optional) In the Video section, complete the following steps to add a video:
1. Click Add Video.
2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if possible. If it doesn't add a title, you must add one yourself.
3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
3. (Optional) Add a description to the video in the Description field.
11. Click Ok.
12. Click Save.