1. Employee Management
  2. Employees
  3. Employee Onboarding and Offboarding Plans
  4. Setting Up Onboarding and Offboarding Plans

Setting Up Onboarding and Offboarding Plans

To set up Onboarding/Offboarding Plans, follow these steps.

To set up Onboarding and Offboarding Plans:

  1. Log in as a NetSuite administrator. For more information, see Roles and Accounts.

  2. Complete the prerequisites. For more information, see

    Prerequisites.

  3. Install Onboarding/Offboarding Plans. For more information, see Installing the SuiteApp.

  4. Give custom role permission to use Onboarding/Offboarding Plans. For more information, see Granting Onboarding/Offboarding Permissions for Custom Roles.

  5. Set the preferred form for custom roles. For more information, see

    Setting Form Preferences.

  6. Set up the Onboarding portlet. For more information, see

    Setting Up the Onboarding Portlet.

Related Topics

General Notices