Managing Templates
Onboarding/Offboarding Plans lets you edit, inactivate, or delete an existing template.
Guidelines for Managing Templates
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When you change a template after it was associated with a plan, your changes apply only to future plans that are created with that template.
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You can not delete a template if it is being used by a plan. Delete the plan that is using the template first before you delete the template.
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To avoid using a specific template but are unable to delete all plans associated with it, you can mark the template as inactive. After a template is marked as inactive, it cannot be associated with future plans.
To manage a template:
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Go to the Onboarding/Offboarding Template List page. For instructions, see Accessing the SuiteApp.
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Locate the template name. Click Edit.
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Choose the task you want from the following table.
Task
Instructions
Edit the template
Edit the fields and columns.
Inactivate the template
Check the Inactive box.
Delete the template
Point to the Actions list. Click Delete.
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Click Save.