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Edit Offboarding Details in a User's Profile

Summary

This article explains the permissions and limitations related to Managers and Admins for managing Offboarding Details in a user’s profile on Plumm. It covers the restrictions on Managers and the specific permissions required for Admins to edit Offboarding Details.

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

  • Managers can only view the Offboarding Details of users who report to them but cannot edit them.
  • Managers do not have the Edit Offboarding option available.
  • Only Admins with the correct permissions can edit the Offboarding Details.
  • If a Manager holds Admin permissions, they will be able to edit Offboarding Details because Admin access will grant the required permissions.

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

  1. Log in to Plumm using a valid Manager or Admin account.
  2. Navigate to the User's Profile section.
  3. Managers can only view the Offboarding Details for users who report to them, but they do not have the ability to edit these details unless they also have Admin permissions.

Step 2. Edit Offboarding Details

  1. Managers who are not Admins do not have the option to edit the Offboarding Details. The Edit Offboarding option is only visible to Admins with the correct permissions.
  2. If a Manager holds Admin permissions, they can access the Edit Offboarding option by clicking on the three dots in the top right corner of the User Profile page.
  3. The Offboarding Details section will show the following fields:
    • Notice Received
    • Notice Period
    • Notice Start Date
    • Last Working Date
    • Revoke Access Date
  4. Admins with the correct permissions can update the Offboarding Details by clicking Edit Offboarding and entering the required information.
  5. Admins can make the Offboarding Details editable and save the changes once all necessary fields have been updated.

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.

This article covers the limitations and permissions related to Managers and Admins for Offboarding Details, focusing on who can edit the details and the required permissions.