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            Assigning Transition Plans to Your Employees

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            Assigning Transition Plans to Your Employees

            Deployment of a transition plan requires you to create an Employee Transition template, and then add tasks to it in the HR Service Center app. After, you assign the transition plan to an employee. Use the procedures in this section to complete this process.

            Required Editions

            Available in: Lightning Edition
            Available in: Enterprise, Professional, and Unlimited Editions with Service Cloud
            Employee management solutions require the Employee Management and Employee User add-on licenses. Using employee management solutions in Government Cloud Plus organizations can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
            User Permissions Needed
            To setup Employee Management solutions: Permissions and licenses associated with the HR Manager or HR agent personas.

            Several procedures have modified steps based on if Employee Onboarding is installed. These procedures have explanatory guidance to indicate what steps you take, and the steps in the procedures are marked as Optional.

            1. Create Your Transition Plan Templates
              Create a transition plan template to provide the general information about a transition.
            2. Create Your Transition Plan Tasks
              Create transition plans tasks that guide an employee or manager to provide specific information and documentation that’s needed to complete the transition event.
            3. Join Your Transition Plan Tasks and Template
              When you create a transition plan template and transition plan task, join them together to comprise a transition plan. The ability to join a template and task together provides you flexibility. You can create a transition plan that is unique to an employee's particular transition event or create standardized transition plans across particular departments or transition events.
            4. Assign a Transition Plan
              After you create a transition plan, assign it to an employee or multiple employees. Transition plans are reusable.
             
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