Working with OffBoarding Templates

The Activity Guide Composer uses fluid pages to create templates that identify the steps a user should take to perform a transaction or process. You will use the Activity Guide Composer - Templates component to define the activity guide layout, assign a category, identify the security roles that can access the OffBoarding templates and activity guides, identify actions the user can take, and identify the steps that a new employee would need to complete during the OffBoarding process.

PeopleSoft HCM delivers the following, ready to use, OffBoarding activity guide templates.

  • OFBINVO – Involuntary OffBoarding

  • OFBVOL1 – Voluntary OffBoarding

Delivered OffBoarding Template Steps

All delivered templates use the vertical non-sequential layout that has the navigation steps appear in the left panel of the page.

The following table lists the delivered steps for the delivered OffBoarding templates:

Template List of Page Steps

OFBINVO – Involuntary OffBoarding

Understanding the Delivered Involuntary OffBoarding Activity Guide Steps

OFBVOL1 – Voluntary OffBoarding

Understanding the Delivered Voluntary OffBoarding Activity Guide Steps