Onboarding/Offboarding Elements

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

Short Description

Contains elements that can be used while creating Onboarding Templates or Offboarding Templates


Screens


Business Description

The Onboarding/Offboarding Elements module is accessible through subpanel in Onboarding Templates and Offboarding Templates modules. They are also available from the subpanel in the Organizational Units module.

Its records can be of three types: Task, Training, Exit Interview.

First two types can be used for Onboarding Templates. All three types can be used for Offboarding Templates.

You can also choose a user who has to perform a specific Task, Training or Exit interview. It can be: same onboarding/ offboarding employee (Self), Specific User, Employee Manager or Organizational Unit Manager. However, the Self value applies only to Task, in the case of Training and Exit interview it is not possible to select this option.

All onboarding/offboarding element records related to an onboarding/offboarding template are affected by Generate Offboarding or Generate Onboarding actions by invoking it, all elements will be converted to records in Tasks, Trainings, Exit Interviews modules and related to generated Onboarding/Offboarding.

Custom Actions

Processes

Related Processes

ProcessShort Description
OffboardingHow to start and conduct an offboarding process
OnboardingHow to start and conduct na onboarding process

Related Process Steps

Related Features

Affected by

Initiating

Name Type Short Description Initiating Fields Affected Fields Affected Modules
Feature:Days From Start Automation When Days From Start is filled, its value affects Start Date of Onboarding/Offboarding Elements Days From Start Start Date, Start Date, Start Date

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
Days From Start int Yes Yes Yes
Description text No Yes Yes
Element Type enum Yes Yes Yes
Modified by Name relate No Yes No
Name name Yes Yes Yes
Organizational Unit relate Yes Depends Yes
Own Task bool No Yes Yes
Related User username Yes Yes Yes
Task Duration (h) float Yes Yes Yes
Type enum Yes Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Usersone-to-manyOnboarding/Offboarding ElementsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - OnboardingOffboardingElements
Usersone-to-manyOnboarding/Offboarding ElementsOne User record can have many related Onboarding/Offboarding Elements records, but a specific Onboarding/Offboarding Elements record can be related to only one User record.Relationship: Users - OnboardingOffboardingElements
Usersone-to-manyOnboarding/Offboarding ElementsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - OnboardingOffboardingElements
Usersone-to-manyOnboarding/Offboarding ElementsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - OnboardingOffboardingElements

Mentioned in other articles


Technical Description

Dev Notes