Setting Up Onboarding and Offboarding Plans

To set up Onboarding/Offboarding Plans, follow the steps in the table.

Step	Related Help Topic
1. Log in as a NetSuite administrator.	Roles and Accounts
2. Complete the prerequisites.	Prerequisites
3. Install Onboarding/Offboarding Plans.	Installing the SuiteApp
4. Grant permissions for custom roles to use Onboarding/Offboarding Plans.	Granting Onboarding/Offboarding Permissions for Custom Roles
5. Set the preferred Onboarding/Offboarding Plans form for custom roles.	Setting Form Preferences
6. Set up your account for Onboarding/Offboarding Plans updates.	Updates Preferences
7. Set up the Onboarding portlet.	Setting Up the Onboarding Portlet

Step

Related Help Topic

1. Log in as a NetSuite administrator.

2. Complete the prerequisites.

3. Install Onboarding/Offboarding Plans.

4. Grant permissions for custom roles to use Onboarding/Offboarding Plans.

5. Set the preferred Onboarding/Offboarding Plans form for custom roles.