Difference between revisions of "Module:OnboardingTemplates"
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| − | |Short Description= | + | |Short Description=Onboarding Templates are used for generating an actual onboarding for a particular employee and position. |
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| + | =={{int:ev-business_description}}== | ||
| − | + | Onboarding Templates module is a collection of templates, that are to be used while generating actual [[Moduled:Onboarding|onboarding]] onboarding for a particular employee and position. Each template is related to a position record. It can also be related to [[Module:OnboardingOffboardingElements|Onboarding/Offboarding Elements]], in this case, tasks and trainings to be completed during Onboarding process. | |
[[Missing::Missing User input]] | [[Missing::Missing User input]] | ||
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{{Module-links}} | {{Module-links}} | ||
| − | + | {{technical-description}} | |
{{DevNotes}} | {{DevNotes}} | ||
Revision as of 13:32, 14 January 2020
| 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 |
Contents
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 actual onboarding 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 Onboarding process.
Missing User input
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 |