Onboarding and Offboarding Plans Overview
The Onboarding/Offboarding Plans SuiteApp is a comprehensive tool for managing employee career movements in your organization. HR professionals can use it to create employee plans, use premade plan templates, or make their own. They can also use it to receive notifications related to an employee onboarding or offboarding.
Features and Benefits
With Onboarding/Offboarding Plans, you can:
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Save time by creating employee plan templates that you can reuse for different scenarios.
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Help new hires have a great first day by linking tasks to their points of contact.
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Make sure exiting employees have a smooth transition by linking tasks to their points of contact.
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Provide a checklist for employees who are in the process of entering or exiting the organization.
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Keep track of tasks you need to complete to meet legal requirements, such as completing government forms.
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Identify common roadblocks when completing tasks to help refine future employee career changes.
Plan Types and Templates
Onboarding/Offboarding Plans lets you create plans for any employee career move. You can select from different plan types based on what you need. Each plan type comes with a premade template that populates with tasks suitable for the change.
The following table shows the available plan types and the purpose and template assigned to each.
|
Plan Type |
Purpose |
Template |
|---|---|---|
|
Onboarding |
Use this to organize tasks for new hires and transfers, and help them get started in their new roles. |
Onboarding Plan Template |
|
Offboarding |
Use this to organize tasks for employees who are leaving and make sure everything gets handed over. |
Offboarding Plan Template |
Roles
As an HR professional, you can use the following standard roles to view, create, and edit employee plans:
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Administrator
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Chief People Officer
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Human Resources Generalist
If you want a custom role to use Onboarding/Offboarding Plans, see Granting Onboarding/Offboarding Permissions for Custom Roles.
When you create a plan for an employee, you can assign a Coordinator to manage it and Assignees to perform the tasks.
|
SuiteApp Role |
NetSuite Role Requirement |
Definition |
|---|---|---|
|
Coordinator |
Chief People Officer Human Resource Generalist Custom roles with permissions |
This role lets you view, edit, track, or delete another employee's plan. |
|
Assignee |
Any NetSuite role |
This role lets you view and update the status of your assigned tasks. |
If you use a standard role and open a plan made for you, you automatically become an Assignee. You can only view, update, and add notes to your own tasks. You can only see the full list of tasks in other employees' plans.
For more information about the SuiteApp, see the following:
To install and set up the SuiteApp as an Administrator, see Setting Up Onboarding and Offboarding Plans.
To learn how to use the SuiteApp for your specific business need, see Getting Started With Onboarding and Offboarding Plans.
For more details about what you can do with the SuiteApp, see Working With Onboarding and Offboarding Plans.