Use these templates to manage the lifecycle of employee onboarding and offboarding processes. Provide teams with structured intake forms for capturing new hire information and managing departure requirements, ensuring consistent data capture and automated fulfillment workflows for your HR and IT administration teams.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
- Onboard Employee
Deploy this template to standardize the end-to-end employee onboarding workflow. Orchestrate multiple departmental service requests with this primary service request.
- Offboard Employee
Deploy this template to standardize the end-to-end employee offboarding workflow. Orchestrate multiple departmental service requests with this primary service request.
