Setting Up Onboarding and Offboarding Plans
To set up Onboarding/Offboarding Plans, follow the steps in the table.
Step |
Related Help Topic |
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1. Log in as a NetSuite administrator. |
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2. Complete the prerequisites. |
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3. Install Onboarding/Offboarding Plans. |
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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. |
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6. Set up your account for Onboarding/Offboarding Plans updates. |
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7. Set up the Onboarding portlet. |