Hiring New Employees & Contractors

How to Customize your Hiring Invites

Did you know that you can personalize your Hiring Invites? Keep reading to find out how!

When you invite a new hire to join your company, GoCo allows you to customize the message you send them! You can add auto-complete fields, images, hyperlinks, & more. Follow the steps below to do so. 

Navigate to your Workflows app & locate your Hiring Workflows. Hit the edit button next to the Hiring Workflow you want to edit. 

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Scroll down to step 9, Review (in the Hiring Group), & hit the "Customize" button. Screen Shot 2024-04-03 at 10.55.57 AM

A slide-out window will appear, scroll down to the Invite section of this window & hit the "Edit" button next to the message. 

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Now you'll customize your invite, starting with your internal message name & choosing how you want this message to be sent - via a preferred contact method, email, or text. 

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⭐ Note: If you choose Text Message & you do not have the new hire's cell phone number, GoCo will default to preferred contact method.

Now you can rename who your invitee receives this message from & add a reply to address for them to respond to if they have questions. 

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Next, you'll update the subject line of this message! Here, you can use our Variable Fields to personalize. For example, you could say "Hey {Message Recipient Legal First Name}, you're invited to join {Company Name}!"  Screen Shot 2024-04-03 at 4.36.54 PM

After editing your subject line, start composing your message. Use the formatting options to edit your text. Use the floating bar to add variable fields, links, images, & videos. Lastly, add any attachments you would like to be sent with this invite. 

⚠️ It is very important to ensure that when editing your invite that you do not delete the "Employee Unique Onboarding Link" variable field. This is how your new hire will access their GoCo account.

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Once you're done customizing, click the "Continue to Preview" button to see what your invite message will look like. If everything looks good, hit the "Continue" button to save!  Screen Shot 2024-04-03 at 5.18.35 PM

Don't forget to "Review & Publish" your workflow before exiting. Screen Shot 2024-04-03 at 5.22.12 PM

Now anytime you hire a new employee using this Hiring Workflow, they'll receive your personalized invite to join your company! For more information on Hiring Workflows, click here

If you have any additional questions, please reach out to us at help@goco.io.

Happy Hiring! 💚

Published 4.5.24