Short Description
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MintHCM-Offboardings-Menu-Generate Offboarding
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This action allows you to generate new offboarding from the given Offboarding Template. After clicking the Generate button in Offboardings module menu, a popup will appear, where you have to choose an Offboarding Template from the list from Offboarding Templates module and an employee you would like to offboard from the list of employees from Employees module. You will also have to provide start date of the offboarding.
After this action is performed 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
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Type
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Short Description
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Initiating Fields
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Affected Fields
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Affected Modules
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| Feature:Calculation of due date field in Tasks
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Automation
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It is a sum of start date of the task and task duration field value of Onboarding/Offboarding Templates record.
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Task Duration (h), Start Date
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Due Date
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[[Module:Module:Tasks|]]
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| Feature:Conversion of Onboarding/Offboarding Elements
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Automation
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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.
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Tasks, Trainings, [[Module:Exit Interviews|]]
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| Feature:Create a related Meeting to each Training on Onboarding/Offboarding generation
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Automation
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On Onboarding/Offboarding generation, for each Training related to Onboarding/Offboarding Template, a new meeting is created related to that Training.
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Meetings, Trainings
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| Feature:Dependency of Employee field in Offboarding
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Automation
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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
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Employee
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[[Module:Module:Offboardings|]]
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| Feature:Dependency of Offboarding start date field
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Automation
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Offboarding start date is filled in with a value provided by the user in popup appearing during Generate new Offboarding action
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Start Date
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[[Module:Module:Offboardings|]]
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| Feature:Dependency of name field in Exit Interview
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Automation
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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).
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Name
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Name
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[[Module:Module:ExitInterviews|]]
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| Feature:Dependency of name field in Tasks
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Automation
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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.
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Name
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Subject
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| Feature:Dependency of name field in Trainings
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Automation
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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.
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Name
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Name
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| Feature:Dependency of subject field in Task
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Automation
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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.
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Name
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Subject
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[[Module:Module:Tasks|]]
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| Feature:End date field in Exit Interviews calculation
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Automation
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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.
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Start Date, Task Duration (h)
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End Date
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[[Module:Module:ExitInterviews|]]
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| Feature:End date field in Trainings calculation
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Automation
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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
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Task Duration (h), Start Date
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End Date
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[[Module:Module:Trainings|]]
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