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.

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.