Offboardings

From MintHCM Wiki

Offboardings
Name: Offboardings
Tech Name: Offboardings
Class Name: Offboardings
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

Screens
  1. MintHCM-Offboarding-Record View-Full.png


Business Description

This module allows users to view and manage offboardings for specific employee, generated from offboarding template. In a record view of an offboarding, you can also check offbording's status and which trainings, tasks and exit interview outgoing employee has to complete.

Using the Generate Offboarding button in the menu you can generate new offboarding.

When the status of all offboarding elements change to held, the status of a given offboarding also automatically change to held.

Custom Actions

Action Type Short Description
Close Offboarding Other Change status of Offboarding to 'Held'
Generate new Offboarding Menu

Processes

Related Processes

ProcessShort Description
OffboardingHow to start and conduct an offboarding process

Related Process Steps

Related Features

Affected by

Name Type Short Description Affected Fields Initiating Fields Initiating Modules
Feature:Automatic Offboarding name generation Automation Name
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 Tasks, Exit Interviews, Trainings

Initiating

Related Integrations


Structure

Relationships

LaftTypeRightShort DescriptionRelationship
Employeesone-to-manyOffboardingsOne Employees record can have many related Offboardings records, but a specific Offboardings record can be related to only one Employees record.Relationship: Employees - Offboardings
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
Offboardingsone-to-manyTasksFlex relate used in OffboardingsRelationship: Offboardings - Tasks
Offboardingsone-to-manyTrainingsFlex relate used in OffboardingsRelationship: Offboardings - Trainings
Usersone-to-manyOffboardingsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Offboardings
Usersone-to-manyOffboardingsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Offboardings
Usersone-to-manyOffboardingsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Offboardings

Mentioned in other articles


Technical Description

Dev Notes