Using the SuiteApp for Employee Offboarding
Onboarding/Offboarding Plans lets you conduct a graceful transition for exiting employees. You can conduct offboarding activities using customized plans and templates that you can reuse.
Guidelines for Using the SuiteApp for Employee Offboarding
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Before you create an employee’s offboarding plan, create an employee record first. You cannot create an offboarding plan for an employee who does not have a record.
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After you create an offboarding plan, avoid clearing the Termination/Release Date field on the employee record. The termination or release date is used to compute task due dates. If you delete it, you can no longer change the due dates and must delete the plan.
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If you use the Effective Dating feature, ensure that the effective date on the employee record is the current date. You can also use a date in the past. If you set the effective date to a future date, the SuiteApp cannot source the termination date on the record
To start using Onboarding/Offboarding Plans for employee offboarding, refer to the following table for a list of common tasks.
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Task |
Related Help Topic |
Notes |
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1. Create an offboarding template or make a copy of the premade template. |
Template: Offboarding Plan Template |
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2. Enter a termination date on the employee record. |
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3. Create an offboarding plan. |
Plan Type: Offboarding |
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4. Manage the offboarding plan. |
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5. Track updates. |
Reminders portlet: Offboarding Tasks |