Limitations and Best Practices
Read this section to view the best practices and known limitations when you use Onboarding/Offboarding Plans.
Limitations
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Currently, the Onboarding/Offboarding Plans SuiteApp supports only US and UK English languages.
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CSV import is not available for Onboarding/Offboarding Plans. You may encounter problems with formatting when you try to import lists from the SuiteApp.
Best Practices
Follow these guidelines to maximize your use of the SuiteApp:
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When setting up the SuiteApp, remember to set the preferred form, so the plans and templates will behave properly. For more information, see Setting Form Preferences.
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You should create an employee record before you create a plan. Some of the features of the SuiteApp require 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.
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If you created the employee's plan before their employee record, see Guidelines for Associating Plans With Employee Records.
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Before you create an offboarding plan, ensure that you have entered a termination date on the employee record.
Note: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.
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When creating plans, ensure that you select the appropriate plan type before you continue. If you change the plan type after you have modified other fields, all data you have entered will be lost.
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When creating a plan, remember that the template field can no longer be changed after you click Save. Ensure that you are selecting the appropriate template before saving.
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If you need to work on existing templates, see Guidelines for Managing Templates.
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For best practices when receiving email notifications, see Receiving Email Notifications.