Offboarding Templates

Offboarding Templates
Name:	Offboarding Templates
Tech Name:	OffboardingTemplates
Class Name:	OffboardingTemplates
Type:	Standard
Template:	Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	Yes
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

Offboarding Templates are used for generating an actual offboarding for a particular employee and position

Business Description

Offboarding Templates module is a collection of templates, that are to be used while generating an offboarding for a particular employee and position. Each template is related to a position record. It can also be related to Onboarding/Offboarding Elements, in this case, tasks and trainings to be completed during the offboarding process.

An offboarding may be easily generated from a template by using Offboarding Generate action. All offboardings generated from the offboarding template are available in the subpanel.

Custom Actions

Action	Type	Short Description
Generate new Offboarding	DetailView Button

Processes

Related Processes

Process	Short Description
Offboarding	How to start and conduct an offboarding process

Related Process Steps

Related Features

Affected by

Initiating

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
Description	text	No		Yes	Yes
Modified by Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Position	relate	Yes		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
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
Positions	one-to-many	Offboarding Templates	One Position record can have many related Offboarding Templates records, but a specific Offboarding Templates record can be related to only one Position record.	Relationship: Positions - OffboardingTemplates
Users	one-to-many	Offboarding Templates	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - OffboardingTemplates
Users	one-to-many	Offboarding Templates	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - OffboardingTemplates
Users	one-to-many	Offboarding Templates	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - OffboardingTemplates