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Add Offboarding Details in a User's Profile

Summary

This article explains how Managers can manage Offboarding Details in a user’s profile on Plumm. It covers the permissions required for Managers and the scenario where a Manager also has Admin permissions, enabling them to add Offboarding Details.

In this article

  • Before you begin
  • Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
  • Step 2: Add Offboarding Details
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Managers can view the Offboarding Details for users who report to them, but they cannot add or edit the Offboarding Details unless they also hold Admin permissions.
  • If the Manager is also an Admin, they can add Offboarding Details in a user’s profile.

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

  1. Log in to Plumm using a valid Manager account or a Manager account with Admin permissions.
  2. Click on the 9-dot menu at the top left corner of the dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
  6. In the Offboarding Details section, click on the three dots on the right-hand side.
  7. Managers without Admin permissions will see the section in View mode only.

Step 2. Add Offboarding Details

  1. Managers with Admin permissions can click Add Offboarding Details to open the form.
  2. Fill in the requested information, including:
    • Notice Received
    • Notice Period
    • Notice Period Type
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date
  3. Once all mandatory fields are completed, click Save to confirm the Offboarding Details.

Additional Steps for Offboarding Details:

  • Select the Offboarding Reason and click Next.
  • Exit Interview: Turn on the toggle if you’d like to schedule an exit interview and fill in the required details.
  • Click Next to proceed to the Knowledge Transfer page. Choose between Bulk Reassignment or Assign Items Individually, then click Next.
  • On the Devices/Assets page, enter relevant asset details, if any, and click Next.
  • For Task Scheduling, click Next to review all entries on the Summary page.
  • Finally, click Save to complete the Offboarding process.

Frequently Asked Questions (FAQ)

1.Who can add Offboarding Details in Plumm?

 Managers with Admin permissions can add Offboarding Details. Managers without Admin permissions can only view the Offboarding Details of users reporting to them.
 

2. What fields are required when adding Offboarding Details?

  1. The mandatory fields for adding Offboarding Details include:
    • Notice Received
    • Notice Period
    • Notice Period Type
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date

3. Can a Manager add Offboarding Details?

Managers who have Admin permissions can add Offboarding Details. Without Admin permissions, Managers can only view the Offboarding Details of users reporting to them.
 
 

4. Can I delete Offboarding Details?

 Yes, Managers with Admin permissions can delete Offboarding Details by clicking the Delete button next to the entry.