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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 User's 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 or Manager with Admin account.
  2. Navigate to the User's Profile section.
  3. If you are a Manager, you can only view the Offboarding Details of users who report to you, but you cannot add or edit them unless you have Admin permissions.

Step 2. Add Offboarding Details

  1. Managers who also have Admin permissions can access the Offboard User option by clicking on the three dots in the top right corner of the User Profile page.
  2. Managers with Admin permissions can fill in the following Offboarding Details:
    • Notice Received
    • Notice Period
    • Notice Period Type
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date
  3. Once the Offboarding Details are added, click Save to confirm the changes in the Offboarding section.

Additional Steps for Offboarding Details

  • Managers with Admin permissions can proceed with further steps after adding the Offboarding Details:
    1. Select the Offboarding Reason and click Next.
    2. Exit Interview: Turn on the toggle if you’d like to schedule an exit interview, and fill in the required details.
    3. Click Next to proceed to the Knowledge Transfer page. Choose between Bulk Reassignment or Assign Items Individually, then click Next.
    4. On the Devices/Assets page, if asset details are relevant, enter the required information and click Next.
    5. For Task Scheduling, click Next to review all entries in the Summary page.
    6. Finally, click Save to complete the process.

Frequently Asked Questions (FAQ)

1.Who can add Offboarding Details in Plumm?

Managers with Admin permissions can add Offboarding Details. If a Manager does not have Admin permissions, they can only view the Offboarding Details of users who report 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.

This article explains how Managers can add and manage Offboarding Details in a user’s profile, including the permissions required and the mandatory fields involved.