Action:OffboardingTemplates - Generate new Offboarding

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OffboardingTemplates - Generate new Offboarding
Name Generate new Offboarding
Type DetailView Button
Module Offboarding Templates

Short Description

Screens

This action allows you to generate new Offboardings form the given Offboarding Template. After clicking the Generate button in a record view of an offboarding template, a popup will appear, where you have to choose an Employee you would like to offboard from the list of employees form Employees module. You will also have to provide start date of the offboarding.

After this action is performed, also all Onboarding/Offboarding Elements related to the template will be converted into either Tasks, Trainings or Exit Interviews records respectively. Those records will be related to the generated Offboarding.

Features

Affected by

Initiating

Name Type Short Description Initiating Fields Affected Fields Affected Modules
Feature:Calculation of due date field in Tasks Automation It is a sum of start date of the task and task duration field value of Onboarding/Offboarding Templates record. Task Duration (h), Start Date Due Date [[Module:Module:Tasks|]]
Feature:Conversion of Onboarding/Offboarding Elements Automation When a user uses the Generate action in onboarding templates (or onboarding menu, employee record) or in offboarding templates (or offboarding menu, employee record), he converts tasks and training into records in the Tasks and Training modules. Similarly, converts exit interviews into Exit Interviews records. Tasks, Trainings, [[Module:Exit Interviews|]]
Feature:Create a related Meeting to each Training on Onboarding/Offboarding generation Automation On Onboarding/Offboarding generation, for each Training related to Onboarding/Offboarding Template, a new meeting is created related to that Training. Meetings, Trainings
Feature:Dependency of Employee field in Offboarding Automation The Employee field in the Offboarding record is automatically completed during the Generate new Offboarding action. The employee's name is taken from the popup that appears after clicking Generate in the Offboarding template Employee [[Module:Module:Offboardings|]]
Feature:Dependency of Offboarding start date field Automation Offboarding start date is filled in with a value provided by the user in popup appearing during Generate new Offboarding action Start Date [[Module:Module:Offboardings|]]
Feature:Dependency of name field in Exit Interview Automation After using Generate action in Offboarding Template record, name of exit interview record will be inherited from Offboarding/Onboarding Elements record (or Offboardings menu, Employee record). Name Name [[Module:Module:ExitInterviews|]]
Feature:Dependency of name field in Tasks Automation After using Generate action in Onboarding Template record (or Onboardings menu, Employee record) or Generate action in Offboarding Template record (or Offboardings menu, Employee record), name of task record will be inherited from Offboarding/Onboarding Elements record. Name Subject
Feature:Dependency of name field in Trainings Automation After using Generate action in Onboarding Template record (or Onboardings menu, Employee record) or Generate action in Offboarding Template record (or Offboardings menu, Employee record), name of training record will be inherited from Offboarding/Onboarding Elements record. Name Name
Feature:Dependency of subject field in Task Automation When you use the Generate new Offboarding action, the Offboarding templates (or the Offboarding menu, Employee Record) calculate the end date based on the sum of the interview start date and the value of the task duration field. Name Subject [[Module:Module:Tasks|]]
Feature:End date field in Exit Interviews calculation Automation When the user wants to use the Generate new Offboarding action in the templates (or the Offboarding menu, Employee record), the end date is calculated based on the sum of the start date and duration of the task. Start Date, Task Duration (h) End Date [[Module:Module:ExitInterviews|]]
Feature:End date field in Trainings calculation Automation If the user wants to use the Generate action in the Onboarding or Offboarding template, the end date is calculated from the sum of the task start date and the duration in the Onboarding / Offboarding template record Task Duration (h), Start Date End Date [[Module:Module:Trainings|]]

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Dev Notes