1. Employee Management
  2. Employees
  3. Employee Onboarding and Offboarding Plans
  4. Working With Onboarding and Offboarding Plans
  5. Working With Plans
  6. Managing Plans
  7. Managing Plans as a Coordinator

Managing Plans as a Coordinator

As the Coordinator of a plan, you can perform the following:

If you use any standard with complete permissions to access a plan that is created for you, you automatically assume an Assignee role. This also applies to custom roles. You can view the complete list of tasks only of other employee plans. For more information, see Managing Plans as an Assignee.

Viewing or Editing Plans

Use the following procedure to view or edit plans.

To view or edit a plan:

  1. Go to the Onboarding/Offboarding Plan List page. For instructions, see Accessing the SuiteApp.

  2. On the page, locate the employee's name. Choose whether to click View or Edit.

  3. If you click Edit, update the information on the plan.

    Note:

    If the plan is already associated with a template, you can no longer associate it with another template. You can only select the template when you first create the plan.

  4. Click Save.

Tracking the Status of Plans

As a Coordinator, view and edit the progress of work done in the plan by using the Plan Status field.

Plan Status

Description

Notes

Not Started

This plan status applies if all task statuses are set to Not Started. All new plans are set to this status by default.

–

In Progress

This plan status applies if one or more task statuses are set to In Progress or Completed. This status only applies if not all task statuses are set to Completed.

The plan status applies if one or more task statuses in a newly created plan is set to blank then to Not Started.

The plan status changes back from Completed to In Progress if one or more task statuses are updated to Not Started or In Progress.

Completed

This plan status applies if all task statuses are set to Completed.

The Coordinator of a plan can set the plan status to Completed even if the tasks have not been marked complete.

The plan status changes from In Progress to Completed based on the following. If one or more tasks that are set to Not Started or In Progress are deleted and all other tasks are set to Completed.

Deleting Plans

To delete a plan:

  1. Go to the Onboarding/Offboarding Plan List page. For instructions, see Accessing the SuiteApp.

  2. On the page, locate the employee's name. Click Edit.

  3. Point to the Actions list. Click Delete.

Related Topics

Managing Plans as an Assignee
Managing Plans

General Notices