How do I edit or cancel an onboarding or offboarding?
What is a How do I edit or cancel an onboarding or offboarding??
You can change most details in an on/offboarding form before the start or end date passes.
You can change most details in an onboarding or offboarding form as long as the start or end date has not yet passed.
What can you change?
During onboarding, you can edit bundle assignments, business email addresses, and most other fields. Two things cannot be changed after submission:
- Device assignment
- The employee's name (if the employee was added via an HRIS integration like Personio)
Important
Once the email account has been created, the onboarding form is locked. For example, if the email account is created 14 days before the employee's start date, edits are only possible until 15 days before the start date. After that point, contact hello@deeploi.io.
During offboarding, you can edit all fields including the deprovision date and data transfer settings.
Both onboarding and offboarding can be cancelled entirely if needed. For example, if a candidate doesn't join after the form was submitted, or an employee withdraws their resignation.
How to edit an on/offboarding
- Go to Employees in the deeploi platform.
- Open the employee's profile.
- Click the three dots in the upper right corner of the profile.
- Select Edit on/offboarding.
- Update the fields you want to change.
- Click Continue, then Save Changes.
How to cancel an on/offboarding
- Go to Employees in the deeploi platform.
- Open the employee's profile.
- Click the three dots in the upper right corner of the profile.
- Select Cancel On/Offboarding.
- Confirm the cancellation.