Accessing the SuiteApp

Refer to the following navigation table to access Onboarding/Offboarding Plans.

Task

Page Name

Accounting Center (CPO and HRG)

Classic Center (Administrators)

Create a new plan

Onboarding/Offboarding Plan

Payroll and HR > Lists > Onboarding/Offboarding Plan > New

Lists > Employees > Onboarding/Offboarding Plan > New

View the list of plans

Onboarding/Offboarding Plan List

Payroll and HR > Lists > Onboarding/Offboarding Plan

Lists > Employees > Onboarding/Offboarding Plan

Create a new template

Onboarding/Offboarding Template

Setup > Onboarding/Offboarding > Template > New

Setup > Onboarding/Offboarding > Template > New

View the list of templates

Onboarding/Offboarding Template List

Setup > Onboarding/Offboarding > Template

Setup > Onboarding/Offboarding > Template

For more information about using plans and templates, see Working With Onboarding and Offboarding Plans.

Related Topics

Using the SuiteApp for Employee Onboarding
Using the SuiteApp for Employee Offboarding
Getting Started With Onboarding and Offboarding Plans

General Notices