Onboarding Templates

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

Short Description

Onboarding Templates are used for generating an actual onboarding for a particular employee and position

Business Description

Onboarding Templates Module is a collection of templates, that are to be used while generating an onboarding 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 onboarding process.

An onboarding may be easily generated from a template by using Generate action. All onboardings generated from the onboarding template are available in the subpanel.

Custom Actions

Action	Type	Short Description
Generate new Onboarding	DetailView Button

Processes

Related Processes

Process	Short Description
Onboarding	How to start and conduct an onboarding 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
Onboarding Templates	one-to-many	Onboardings	One Onboarding Templates record can have many related Onboardings records, but a specific Onboardings record can be related to only one Onboarding Templates record.	Relationship: OnboardingTemplates - Onboardings
Positions	one-to-many	Onboarding Templates	One Position record can have many related Onboarding Templates records, but a specific Onboarding Templates record can be related to only one Position record.	Relationship: Positions - OnboardingTemplates
Users	one-to-many	Onboarding Templates	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - OnboardingTemplates
Users	one-to-many	Onboarding Templates	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - OnboardingTemplates
Users	one-to-many	Onboarding Templates	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - OnboardingTemplates