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Employee Transitions
Guide your employees through transition events from onboarding to retirement with Employee Transitions for HR Service Center. Employee Transitions automates the HR tasks required for a transition event to complete it with ease from its initiation by an HR agent to completion by an employee.
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. |
Employee Transitions for HR Service Center supports several transition events that employees undergo in their career:
- Onbarding
- Relocation
- Promotion
- Job change
- Leave of absence
- Termination
- Offboarding
The employee transition framework consists of a transition plan that contains a set of tasks to guide an employee through their specific transition event. An HR agent assigns the transition plan to an employee, and the tasks within the plan are assigned to an employee or their manager. Transition plans are visible in the Employee Service site to all users who are assigned a task within the transition plan. After all tasks are complete, the transition plan is visible for 30 days.
The employee transitions task and template framework is designed to provide you flexibility to create transition plans based on your needs. You can create a transition plan that is unique for an employee’s particular transition event or standardize transition plans across particular departments or particular transition events. The feature capability provides you a streamlined and automated transition workflow.
For increased automation of the employee transition framework, Salesforce Flow is available for you to automate transition tasks workflow. The Salesforce Flow Help documentation provides you with the necessary reference and setup information.
- Employee Transitions Setup Overview
Configuration of the Employee Transitions framework requires setup steps in both Salesforce Setup and the HR Service Center app. Setup is required for both new and existing installers of HR Service Center. 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. - Employee Transitions Considerations and Recommendations
Keep in mind the provided guidelines when you assign Employee Transition plans and tasks. - Configuring Your Object Page Layouts to Support Employee Transitions
Head to Setup to configure the Employee and Transition Plan object page layouts to support Employee Transitions. The provided Help topics guide you through the process. - 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. - Adding Employee Transition Pages and Components to Your Employee Service Site
After your Salesforce CRM setup is complete for Employee Transitions, head to Experience Builder to configure your Employee Service site with the Employee Transition pages and components.
