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Edit Offboarding Details in a User's Profile

Summary

 This article explains how Admins can edit Offboarding Details in a user's profile on Plumm. It covers the permissions required, the restrictions for Managers, and the mandatory fields needed to update 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: Edit Offboarding Details
  •  Frequently Asked Questions (FAQ)

Before you begin

Managers can view the Offboarding Details of users who report to them, but they cannot edit them.
Only Admins with the correct permissions can edit Offboarding Details.
If a Manager also holds Admin permissions, they will be able to edit Offboarding Details because Admin access grants the required permissions.

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

  1. Log in to Plumm using a valid Admin 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. Edit Offboarding Details

  1. Admins with the correct permissions can click Edit Offboarding to open the form.
  2. The following fields will already be filled in:
    • Notice Received
    • Notice Period
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date
  3. Update the mandatory fields as required.
  4. Once all necessary fields are updated, click Save to confirm the changes in the Offboarding Details section.

Additional Options:

  • Admins can delete Offboarding Details by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1.Who can edit Offboarding Details in Plumm?

Only Admins with the correct permissions can edit Offboarding Details. Managers cannot edit Offboarding Details, but they can view the details for users who report to them.
 

2. What fields are required when editing Offboarding Details?

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

3.Can a Manager edit Offboarding Details?

Managers who are not Admins can only view the Offboarding Details of users who report to them. They cannot edit the details unless they have Admin permissions.
 
 

4.Can I delete Offboarding Details?

Yes, Admins can delete Offboarding Details by clicking the Delete button next to the entry.