Onboarding/Offboarding Elements
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Revision as of 17:27, 14 January 2020 by Kurkiewiczk (talk | contribs)
| Onboarding/Offboarding Elements | |
|---|---|
| Name: | Onboarding/Offboarding Elements |
| Tech Name: | OnboardingOffboardingElements |
| Class Name: | OnboardingOffboardingElements |
| Type: | Standard |
| Template: | Security_groups, Assignable, Basic |
| Custom Module: | No |
| Auditable: | Yes |
| Importable: | Yes |
| Reportable: | Yes |
| Hide module on Main Page: | No |
Contents
Short Description
This module contains elements that can be used while creating Onboarding Templates or Offboarding Templates.
Business Description
The Onboarding/Offboarding Elements module is accessible through subpanel in Onboarding Templates and Offboarding Templates modules. Its records can be of three types: Task, Training, Exit Interview. While all
First two types can be used for Onboardings and Onboarding Templates. All three are can be used for Offboarsings and Offboarding Templates.
Custom Actions
Processes
Related Processes
| Process | Short Description |
|---|---|
| Offboarding | How to start and conduct an offboarding process |
| Onboarding | How to start and conduct an onboarding process |
Related Process Steps
Related Features
Affected by
Initiating
| Name | Type | Short Description | Initiating Fields | Affected Fields | Affected Modules |
|---|---|---|---|---|---|
| Feature:Days From Start | Automation | When Days From Start is filled, its value affects Start Date of Onboarding/Offboarding Elements | Days From Start | Start Date, Start Date, Start Date |
Related Integrations
Structure
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 | |
| Days From Start | int | Yes | Yes | Yes | |
| Description | text | No | Yes | Yes | |
| Element Type | enum | Yes | Yes | Yes | |
| Modified by Name | relate | No | Yes | No | |
| Name | name | Yes | Yes | Yes | |
| Organizational Unit | relate | Yes | Depends | Yes | |
| Own Task | bool | No | Yes | Yes | |
| Related User | username | Yes | Yes | Yes | |
| Task Duration (h) | float | Yes | Yes | Yes | |
| Type | enum | Yes | Yes | Yes |
Relationships
| Laft | Type | Right | Short Description | Relationship |
|---|---|---|---|---|
| Users | one-to-many | Onboarding/Offboarding Elements | Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user. | Relationship: Users - OnboardingOffboardingElements |
| Users | one-to-many | Onboarding/Offboarding Elements | Specific Sugar user can create many account records, but specific account record can be created by only one user. | Relationship: Users - OnboardingOffboardingElements |
| Users | one-to-many | Onboarding/Offboarding Elements | Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned. | Relationship: Users - OnboardingOffboardingElements |
| Users | one-to-many | Onboarding/Offboarding Elements | One User record can have many related Onboarding/Offboarding Elements records, but a specific Onboarding/Offboarding Elements record can be related to only one User record. | Relationship: Users - OnboardingOffboardingElements |