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HR Service Center Employee Transitions Quick Start Package


Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email for more information.

Project Kickoff and Business Process Reviews

    We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Configure Employee and Transition Plan Objects

    We’ll configure the Employee page layout, Transition Plan layout, and task page layouts to support Employee Transitions.

Create and assign Transition Plans and Tasks

    We’ll create a Transition Plan and Transition Plan Tasks that guide an employee or manager to provide specific information and documentation that’s needed to complete the transition event.

Configure Employee Service Site

We’ll configure your Employee Service community with the Employee Transition pages and components.


We’ll perform a custom, one-hour training session to train on the Salesforce and Employee Transition package.

Ready to get started? We can help.


  ☆☆☆☆☆ 5/5 AppExchange Reviews Rating

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