Difference between revisions of "Module:Offboardings"
From MintHCM Wiki
(Created page with "{{Module-infobox |Module-name=Offboardings |Module-tech-name=Offboardings |Module-class=Offboardings |Module-type=Standard |Module-template=security_groups,employee_related,as...") |
Kurkiewiczk (talk | contribs) |
||
| Line 10: | Line 10: | ||
|Module-reportable=Yes | |Module-reportable=Yes | ||
|Module-hidden=No | |Module-hidden=No | ||
| − | |||
}} | }} | ||
| − | |||
=={{int:ev-business_description}}== | =={{int:ev-business_description}}== | ||
| − | [[ | + | This module allows users to view and manage offboardings for specific candidates, generated from [[Module:OffboardingTemplates|Offboarding Templates]]. In a record view of an onboarding, you can also check offbording's status and which [[Module:Trainings|trainings]] and [[Module:Tasks|tasks]] new [[Module:Employees|employee]] has to complete. |
{{Module-links}} | {{Module-links}} | ||
| − | + | {{technical-description}} | |
{{DevNotes}} | {{DevNotes}} | ||
Revision as of 14:49, 14 January 2020
| Offboardings | |
|---|---|
| Name: | Offboardings |
| Tech Name: | Offboardings |
| Class Name: | Offboardings |
| Type: | Standard |
| Template: | Security_groups, Employee_related, Assignable, Basic |
| Custom Module: | No |
| Auditable: | Yes |
| Importable: | No |
| Reportable: | Yes |
| Hide module on Main Page: | No |
Contents
[hide]Short Description
Business Description
This module allows users to view and manage offboardings for specific candidates, generated from Offboarding Templates. In a record view of an onboarding, you can also check offbording's status and which trainings and tasks new employee has to complete.
Collapse
Custom Actions
| Action | Type | Short Description |
|---|---|---|
| Close Offboarding | Other | Change status of Offboarding to 'Held' |
| Generate new Offboarding | Menu |
Collapse
Processes
Related Processes
| Process | Short Description |
|---|---|
| Meetings - Create new rekord | The process of creating a new meeting. |
| Offboarding | How to start and conduct an offboarding process |
Related Features
Collapse
Affected by
| Name | Type | Short Description | Affected Fields | Initiating Fields | Initiating Modules |
|---|---|---|---|---|---|
| Feature:Automatic Offboarding name generation | Automation | Name of an Offboarding is generated automatically after Generate new Offboarding action is triggered. It consists of first and last name of an employee and start date, both provided in popup of Generate new Offboarding action. | Name | Employee, Start Date | |
| Feature:Close Onboarding/Offboarding if all other elements are closed | Automation | On save, if status of Exit Interview/Task/Training is equal to 'Held' or 'Completed' and record is an element of Onboarding or Offboarding, system checks if all other elements related to Onboarding/Offboarding are closed (Held or Completed). If so, status of Onboarding/Offboarding also changes to 'Held'. | Status, Status | Status, Status, Status | Tasks, Exit Interviews, Trainings |
Structure
Collapse
Fields
| Name | Type | Required | Validations | Visible | Editable |
|---|---|---|---|---|---|
| Assigned to | relate | No | Yes | Yes | |
| Created by | relate | No | Yes | No | |
| Date Created | datetime | No | Yes | No | |
| Date Modified | datetime | No | Yes | No | |
| Description | text | No | Yes | Yes | |
| Employee | relate | No | Yes | Yes | |
| Employee ID | relate | No | Yes | Yes | |
| Modified by Name | relate | No | Yes | No | |
| Name | name | Yes | Yes | Yes | |
| Offboarding Template | relate | No | Yes | Yes | |
| Start Date | datetimecombo | No | Yes | Yes | |
| Status | enum | No | Yes | Yes |
Collapse
Relationships
| Laft | Type | Right | Short Description | Relationship |
|---|---|---|---|---|
| Employees | one-to-many | Offboardings | One Employees record can have many related Offboardings records, but a specific Offboardings record can be related to only one Employees record. | Relationship: Employees - Offboardings |
| Offboarding Templates | one-to-many | Offboardings | One Offboarding Templates record can have many related Offboardings records, but a specific Offboardings record can be related to only one Offboarding Templates record. | Relationship: OffboardingTemplates - Offboardings |
| Offboardings | one-to-many | Tasks | Flex relate used in Offboardings | Relationship: Offboardings - Tasks |
| Offboardings | one-to-many | Trainings | Flex relate used in Offboardings | Relationship: Offboardings - Trainings |
| Users | one-to-many | Offboardings | Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user. | Relationship: Users - Offboardings |
| Users | one-to-many | Offboardings | Specific Sugar user can create many account records, but specific account record can be created by only one user. | Relationship: Users - Offboardings |
| Users | one-to-many | Offboardings | Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned. | Relationship: Users - Offboardings |