How to create or modify onboarding / exit plans for employees?

To modify existing onboarding/exit plans:

1. Navigate to Employees -> Configuration -> Activity Planning -> Plans. Click on the plan you wish to modify and then click on the Edit button.

2. You can modify an existing activity by clicking on the specific row.

To create a new plan:

1. Navigate to Employees -> Configuration -> Activity Planning -> Plans. Click on the plan you wish to modify and then click on the Create button.

2. Give a name for the plan (ex Employee Onboarding Plan) and click on the Add a line link. In the pop-up that appears, select from the list of activities displayed or click on Create to create a new activity. Select an Activity Type, Responsible (who will perform the activity), and enter a Summary and Note (optional) and click on Save. Repeat this step to create more activities.

3. Click on Save once you have completed adding activities to the plan.