Employee Transitions Considerations and Recommendations

Considerations

• Either the employee undergoing transition or the employee’s manager own the tasks in the transition plan. The manager and employee have access to their tasks in the Employee Service site.
• Users with tasks assigned to themselves in a transition plan have access to all tasks associated with the transition plan, even when specific tasks in the transition plan aren’t assigned to them.
• The agent who assigns the transition plan to an employee must be part of the plan owner queue.
• To provide enhanced data security, be sure to set your organization-wide default share settings to the configurations outlined in Set Share Settings.

Recommendation

Assign a transition plan owner to a transition plan template. In addition to the employee and manager, the plan owner has full access to the transition plan and tasks. The default transition plan owner is the specific queue that you set. When a queue isn’t set, the HR agent is the transition plan owner.