Aboard onboarding integration: automate role- and location-specific new-hire journeys
Titus Juenemann •
May 22, 2024
TL;DR
The Aboard integration with Greenhouse automatically enrols hired candidates into role- and location-specific onboarding journeys, removing manual handoffs and reducing administrative work. Organizations that adopt the integration can expect consistent new-hire experiences, faster time-to-productivity, and measurable reductions in repetitive tasks; implementers should focus on accurate field mapping, a pilot rollout, and regular metric tracking to capture ROI.
Aboard’s Greenhouse integration links candidate hires directly into automated onboarding journeys so that HR and hiring teams can move from offer acceptance to first-day readiness with minimal manual handoffs. When Greenhouse marks a candidate as hired, the integration pushes that profile and role metadata into Aboard and places the new hire into a pre-defined, role- and location-specific onboarding flow. This article explains how the integration works, who gains the most value, and the measurable benefits HR teams can expect. It also provides implementation steps, configuration best practices, common troubleshooting tips, and the metrics to track ROI.
How the integration functions (high-level): Greenhouse emits a 'hired' event that triggers an API call or webhook to Aboard. Aboard receives candidate data (name, email, role, office location, manager) and applies mapping rules to enroll the person into the correct onboarding journey. The journey automates emails, task checklists, calendar invites, and reminders for both the new hire and internal stakeholders, keeping timelines and responsibilities transparent. Because the process relies on metadata from Greenhouse (job profile, department, work location), organizations can maintain consistent, role-aligned onboarding experiences while reducing manual setup and human error.
Who benefits most from the Aboard–Greenhouse integration
- Mid-size to enterprise HR teams Operate at scale with many hires per month and need standardized, repeatable onboarding processes to reduce administrative overhead.
- Talent acquisition (TA) teams Want to hand off hires cleanly to HR without repeated manual updates or spreadsheets after an offer is accepted.
- Hiring managers Need visibility into new-hire readiness (forms completed, equipment scheduled, orientation calendar) without sending status emails.
- People Ops and HRIS owners Require reliable event-driven data flows between systems to maintain reporting accuracy and minimize reconciliation work.
- Distributed/remote organizations Must tailor onboarding by location (local compliance, payroll setup, equipment shipping) and keep global consistency.
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Core benefits of automating onboarding with Aboard via Greenhouse
- Time savings Eliminates repetitive manual data entry and onboarding setup—HR teams can reallocate time to strategic activities.
- Consistency Ensures each new hire receives the same role- and location-appropriate tasks, communications, and resources.
- Faster time-to-productivity Pre-arranged access, equipment delivery, and scheduled introductions accelerate a new hire’s ability to contribute.
- Clear accountability Automated reminders and owner assignments reduce missed steps and make it obvious who must act and when.
- Reduced risk Automated workflows lower the chance of lost paperwork or missed compliance steps tied to location-specific requirements.
Manual Onboarding vs Aboard–Greenhouse Automated Onboarding
| Area | Manual Process | Aboard + Greenhouse |
|---|---|---|
| Trigger | Recruiter or HR manually starts onboarding after hire | Greenhouse 'hired' event automatically enrolls candidate |
| Data accuracy | Manual copy/paste or spreadsheet entry increases errors | Single source of truth—role/location metadata mapped automatically |
| Task assignment | HR emails stakeholders or relies on memory | Tasks and reminders auto-assigned to owners on a timeline |
| New-hire visibility | Status tracked across multiple tools and emails | Centralized dashboard showing progress and blockers |
| Scalability | Becomes time-consuming as hires increase | Repeatable journeys scale without proportional admin |
Implementation checklist: Before enabling the integration, define mapping rules for role titles, job codes, hiring locations, and manager fields in Greenhouse so Aboard can route hires correctly. Prepare templates for email sequence, checklists, calendar invites, and document packages per role. Test the flow with a small group of hires or a sandbox environment to validate field mapping, trigger behavior, and permission settings. Plan a short training session for TA and HR to align on responsibilities (who updates Greenhouse fields, who reviews exceptions) and establish an escalation path for failed enrollments or data mismatches.
Typical onboarding journey stages (example)
- Pre-boarding (before start date) Send welcome email, collect documents, confirm equipment preferences, and schedule orientation.
- First day Provide a day-one agenda, introduce team via calendar invites, and ensure access is provisioned.
- First week Assign role-specific training modules, schedule 1:1s, and complete initial probation check-ins.
- First 30–90 days Track milestones for competency, feedback sessions, and goal setting; automate reminders for reviews.
Common questions about the integration
Q: What Greenhouse fields are required for mapping?
A: Common required fields include candidate name, email, offer accepted or hired status, job title, department, office location, manager name, and start date. Exact fields depend on your configured mapping rules in Aboard.
Q: Can I customize journeys per country or office?
A: Yes. Aboard supports conditional branching so journeys can vary by location, employment type, or department to include location-specific compliance steps and localized resources.
Q: How are calendar invites created?
A: Aboard generates calendar invites based on templates and stakeholder assignments; it can integrate with common calendar providers to auto-schedule meetings and orientation sessions.
Metrics to measure integration ROI: Track administrative hours saved (time previously spent creating onboarding records), completion rates for required forms before start date, time-to-first-contribution (e.g., first billable task or completed training), and new-hire satisfaction scores from a short survey. Also monitor exception rates (failed enrollments, mapping mismatches) to refine mapping and templates. Set baseline metrics before rollout and measure monthly for the first quarter to quantify gains and iterate on journey logic.
Best practices for configuring Aboard journeys
- Use role and location metadata Create branching rules so only relevant tasks and documents are shown; this reduces noise for the new hire.
- Keep templates modular Build reusable templates for emails, checklists, and calendar invites to maintain consistency and simplify updates.
- Assign clear owners Each task should have an owner and a due date to ensure accountability and avoid missed steps.
- Include automated reminders Schedule reminders for both assignees and managers to improve completion rates.
- Review journeys quarterly Update content for process changes, new policies, or tools to keep onboarding relevant and accurate.
Integration triggers and Aboard actions (examples)
| Greenhouse Trigger | Aboard Action |
|---|---|
| Candidate marked 'Hired' | Create new hire record; enroll in onboarding journey; send welcome email |
| Start date updated | Adjust timeline for tasks and reschedule calendar invites |
| Job profile changed | Remap journey branch to align with new job responsibilities |
| Offer rescinded or candidate declines | Unenroll from onboarding and archive record; notify stakeholders |
Security and data considerations: Ensure the integration follows least-privilege principles—use API keys or scoped service accounts that only allow necessary read/write operations. Validate that personally identifiable information (PII) is transmitted over encrypted channels and stored according to your organization’s retention policies. Document data mappings and consent flows so audits can trace where candidate data originated and how it’s used in onboarding workflows. Coordinate with your security and HRIS teams to align on access controls, logging, and incident response for any data discrepancies or integration failures.
Troubleshooting & maintenance
Q: What if a hire doesn’t appear in Aboard after Greenhouse shows 'hired'?
A: Check webhook delivery logs, verify API keys, and confirm the mapping rules match the job profile. Most failures are due to mismatched field names or permission errors.
Q: How do I handle exceptions where a role isn’t in the mapping list?
A: Set a default journey for unmapped roles to capture hires and then add the job profile to the mapping table for future automation.
Q: How often should we audit mappings?
A: Audit mappings whenever you add new job profiles, change location codes, or update HRIS fields—at least quarterly for stable environments.
Scenario: A fast-scaling engineering org reduced admin time by 60%—before integration, recruiters spent 30 minutes per hire copying details into onboarding trackers, coordinating equipment, and emailing IT. After connecting Greenhouse to Aboard, the same tasks were automated: device provisioning requests went to IT, orientation invites were scheduled, and new hires received tailored pre-boarding checklists. The result was fewer missed steps, faster equipment delivery, and a smoother first week for new hires. This example underlines how the integration shifts HR work from repetitive admin to process improvement and human-centered onboarding design.
Checklist for a successful rollout
- Define owners and SLA Decide who owns mapping updates and who monitors webhook logs after go-live.
- Run pilot with a sample of hires Test mappings, document delivery, and calendar scheduling with a small set of hires and iterate.
- Prepare fallback procedures Have a manual enrollment process documented for the first weeks in case of unexpected outages.
- Train stakeholders Brief recruiters, hiring managers, and HRBP on the new flow and how to escalate issues.
- Measure and iterate Collect metrics on time saved and completion rates, and refine journeys based on data.
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