Understanding the Activity Guide Composer Setup Tables for OffBoarding

To support your OffBoarding process, you will use the following steps to configure and assign OffBoarding activity guide templates to your participants in the OffBoarding process. For more detailed information on these procedures, see the corresponding documentation.

1. Set Up Activity Guide Categories

   Categories contain the technical components that are utilized to define an activity guide template. For example, categories contain the technical definition of one or more steps that can be included in an activity guide. See the Enterprise Components: Setting Up Activity Guide Categories documentation and the Working with OffBoarding Categories topic below.

2. Create Activity Guide Templates

   Activity guide templates identify the exact configuration and steps end users will follow to complete the OffBoarding experience. Activity guide templates are created and managed by template administrators—functional personnel who are very familiar with your organization's HR transaction processes. See Enterprise Components: Managing Activity Guide Templates documentation and the Working with OffBoarding Templates topic below.

3. Configure Documents

   Documents can be associated with your OffBoarding activity guide templates and enable your employees to download and view, take action, or attach documents that are vital to the employment process. See the Configure Documents - Documents Page and Configure Documents - Templates Page.

4. (Optional) Set Up Template Assignment

   Template Assignment is a feature within the Activity Guide Composer framework that enables you to define tables and rules to automatically assign activity guide templates. See the Enterprise Components: Setting Up Activity Guide Utilities for Template Assignment documentation and the Working with Template Assignments topic below.

5. Create and Publish OffBoarding Tiles

   You will use Activity Guide Composer utilities to create and publish your OffBoarding tiles to allow participants easy access to the activity guide process. Use the Activity Guide Tiles page to configure and identify which templates will use the tile and grant participant access. See the Enterprise Components: AG Composer Tiles Page documentation.

   Note:

   The PeopleSoft HCM application does not deliver OffBoarding tiles. However, it does deliver the PS_OFFBOARD_L_FL (Employee OffBoarding tile) and PS_OFFBOARD_MSS_L_FL (MSS OffBoarding) image icons to use when creating tiles.

6. Define OffBoarding Installation Settings

   Use the OffBoarding Installation table to assign OffBoarding information to participants. This includes the activity guide category, participant configuration, and how to assign an OffBoarding template (by using a default template or the Template Assignment feature). See the OffBoarding Installation Page documentation.

7. Manage OffBoarding Events (as needed)

   Use the Manage OffBoarding Event page to add an OffBoarding activity guide trigger for a person who is missing a job assignment trigger or to correct an incorrect template assignment. See the Manage OffBoarding Event Page.

   Note:

   An administrator would not normally access this page except in rare cases to correct invalid template assignments or to add a trigger that got missed.