Limitations and Best Practices

Read this section for best practices and things to watch out for when you use Onboarding/Offboarding Plans.

Limitations

  • Currently, the Onboarding/Offboarding Plans SuiteApp supports only US and UK English.

  • You can't import CSV files into Onboarding/Offboarding Plans. If you try to import lists from the SuiteApp, you may run into formatting issues.

Best Practices

Follow these guidelines to maximize your use of the SuiteApp:

  • Set your preferred form when you set up the SuiteApp to make sure plans and templates work. For more information, see Setting Form Preferences.

  • Create an employee record before you create a plan. Some features need an employee record to work. For example, receiving email notifications, and automatically including employees and supervisors as assignees. For more information, see Adding an Employee.

  • If you created the employee's plan before their employee record, see Guidelines for Associating Plans With Employee Records.

  • Enter a termination date on the employee record before you create an offboarding plan.

  • Note:

    If you use Effective Dating, you must set the employee record's effective date to the current date or a past date. If you set it to a future date, the SuiteApp can't source the termination date from the record.

  • When you create plans, make sure you select the right plan type before editing any fields. If you change the plan type later, you’ll lose any data you’ve entered.

  • When creating a plan, remember that the template field can't be changed after you click Save. Ensure that you select the correct template before saving.

  • If you need to work on existing templates, see Guidelines for Managing Templates.

  • For tips on getting email notifications, see Receiving Email Notifications.

Related Topics

General Notices