HR Service Center Employee Transitions Quick Start Package

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
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.

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From start-ups to Fortune 500s, we help businesses of
all sizes get the most out of their Salesforce

Ready to get started? We can help.