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Customize the Onboarding Welcome Message for Standalone Onboarding Customers

Customizing the Onboarding Welcome Message is a great way to greet a pending new hire and provide additional details they might need to know.

This article is for standalone onboarding customers.

 

Use these steps to create or customize the welcome message that new hires see during onboarding. 

  1. Go to People > People Settings > Onboarding Steps to open the Welcome tab. 
  2. To edit the message, select anywhere in the Welcome Message section and make your changes. You can use the text editor to format and customize the message. 
    Note: The welcome message has a 6,000-character limit, including spaces. 
  3. To add an image or video, select the appropriate icon in the editor. 
  • To add a video, select the video icon and enter the video's URL from an external website. 
  • For example, you can use a video URL from YouTube or Vimeo. 
     
      
  1. When you finish making changes, select Save. 

Resources 

To learn more about changing the onboarding welcome message, refer to Set up onboarding. 

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Updated: September 24th, 2026 8502 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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