Offboarding Templates

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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

Screens


Business Description

Offboarding Templates module is a collection of templates, that are to be used while generating actual 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

ProcessShort Description
OffboardingHow to start and conduct an offboarding process

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Relationships

LaftTypeRightShort DescriptionRelationship
Offboarding Templatesone-to-manyOffboardingsOne 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
Positionsone-to-manyOffboarding TemplatesOne 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
Usersone-to-manyOffboarding TemplatesSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - OffboardingTemplates
Usersone-to-manyOffboarding TemplatesSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - OffboardingTemplates
Usersone-to-manyOffboarding TemplatesSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - OffboardingTemplates

Mentioned in other articles


Technical Description

Dev Notes