Prerequisites

To use Onboarding/Offboarding Plans, enable the features in the following table.

Subtab	Feature	Description
SuiteCloud	Custom Records	Helps access custom records provided by the SuiteApp.
	Client SuiteScript	Helps access the custom functions of the SuiteApp.
	Server SuiteScript	Helps run the scripts provided by the SuiteApp.

For more information, see Enabling Features.

To continue setting up the SuiteApp, see Installing the SuiteApp.

Related Topics

Granting Onboarding/Offboarding Permissions for Custom Roles

Setting Form Preferences

Updates Preferences

Setting Up the Onboarding Portlet

Setting Up Onboarding and Offboarding Plans

General Notices