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            Create Your Transition Plan Tasks

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            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.

            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.
            1. From Setup, in the App Launcher, enter and select HR Service Center.
            2. From the HR Service Center console navigation dropdown menu, select Transition Plan Tasks.
            3. From the Transition Plan Tasks page, select New.
            4. From the New Transition Plan Task page:
              1. Enter a task name and description.
              2. Enter a display name and description.
              3. Optional: To associate the task with a flow, enter a flow API name.
            5. Save your transition plan task.
             
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