Exit Interviews

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Exit Interviews
Name: Exit Interviews
Tech Name: ExitInterviews
Class Name: ExitInterviews
Type: Standard
Template: Security_groups, Employee_related, Assignable, Basic
Custom Module: No
Auditable: Yes
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

Exit Interviews are conducted during an offboarding process


Screens


Business Description

In the system Exit Interviews are available as records in Exit Interviews module. The records contains information about date, who is interviewed and an offboarding related. A course of a interview can be included in Description field.

Exit Interview records can be created form two places: in Exit Interviews module or as a result of Generate new Offboarding action invoked in Offboarding Templates module, as long as, there is an onboarding/offboarding element of this type related to given template. While in first case, Exit Interview does not have to be related to any employee or offboarding, in second case this relations are created automatically.

Custom Actions

Processes

Related Processes

ProcessShort Description
OffboardingHow to start and conduct an offboarding process

Related Process Steps

Related Features

Initiating

Name Type Short Description Initiating Fields Affected Fields Affected Modules
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 Offboardings, Onboardings
Feature:ExitInterviews - date start - Validation IsBefore Validation End Date Start Date Exit Interviews

Related Integrations


Structure

Relationships

LaftTypeRightShort DescriptionRelationship
Employeesone-to-manyExit InterviewsOne Employees record can have many related Exit Interviews records, but a specific Exit Interviews record can be related to only one Employees record.Relationship: Employees - ExitInterviews
Usersone-to-manyExit InterviewsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - ExitInterviews
Usersone-to-manyExit InterviewsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - ExitInterviews
Usersone-to-manyExit InterviewsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - ExitInterviews

Mentioned in other articles


Technical Description

Dev Notes