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Edit Offboarding Details in a User's Profile

Summary

This article explains how to edit Offboarding Details in a user’s profile on Plumm. It covers the permissions required for Admins and the steps to update the details in the Offboarding section.


In this article

  •  Before you begin
  • Step 1:   Log in and navigate to User's Profile
  •  Step 2:  Edit Offboarding Details
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Offboarding Details.
  • Only Admins with the correct permissions can edit Offboarding Details.

Step 1:Log in and navigate to User's Profile

  1. Log in to Plumm using a valid Admin account.
  2. Navigate to the User's Profile section.
  3. In the User's Profile page, click on the three dots in the top right corner.

Step 2:Edit Offboarding Details

  1. Admin users with the correct permissions can edit Offboarding Details. If you have the required permissions, the option to Edit Offboarding will be visible.
  2. You will see some details already filled in, such as:
    • Notice Received
    • Notice Period
    • Notice Period Type
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date
  3. Click on Next to proceed to the Reason page. You can see the Offboarding Reason filled in.
  4. Go to the Feedback section, where you will see a toggle button asking: Would you like to schedule an exit interview?
    • If Yes, turn on the toggle button and fill in the requested details.
    • If No, you can turn off the toggle button.
  5. Click on Next, and you will be directed to the Knowledge Transfer page. Here, you will have two options:
    • Bulk Reassignment
    • Assign Items Individually
    • Select one of the two options and fill in the required information. Click on Next to proceed.
  6. Click on Next to proceed to the Task Scheduling page. Here, tasks will be Automatically Triggered. Click Next again.
  7. The next page will be the Summary page, where you can see a summary of the added information from each section.
  8. After reviewing all the information, click Save to confirm the updated Offboarding details.

Additional Options

Admins can Edit Offboarding Details for more than one user if they have the required permissions.

Frequently Asked Questions (FAQ)

1. Who can edit Offboarding Details in Plumm?

Admins with the correct permissions can edit Offboarding Details.
 

2 .  What if I can't see the option to edit Offboarding Details?

If you don’t have Admin permissions, you will only see the information in View mode. You will need to contact an Admin for permission to edit Offboarding Details.

3.  What information is required when editing Offboarding Details?

 The mandatory fields include:
 
  • Notice Received
  • Notice Period
  • Notice Period Type
  • Notice Start Date
  • Last Working Date
  • Revoke Access Date
  • Offboarding Reason
  • Exit Interview Feedback (if applicable)
  • Knowledge Transfer Details


4.  Can I edit Offboarding Details for multiple users?

Yes, Admins can edit Offboarding Details for more than one user if they have the required permissions.
 
 
This article covers how Admins can edit Offboarding Details in a user’s profile, focusing on the mandatory fields, task scheduling, and the permissions required.