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            Create Your Transition Plan Templates

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            Create Your Transition Plan Templates

            Create a transition plan template to provide the general information about a transition.

            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 HR Service Center, then select HR Service Center.
            2. From the HR Service Center console navigation dropdown menu, select Transition Plan Templates.
            3. From the Transition Plan Templates page, select New.
            4. From the New Transition Plan Template page, enter information for the listed fields.
              • Template name and description
              • Transition type
              • Plan owner
              • Welcome text
            5. Save your transition plan template.
             
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