Onboardings

Onboardings
Name:	Onboardings
Tech Name:	Onboardings
Class Name:	Onboardings
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

How to start and conduct an onboarding process

1. 

Business Description

This module allows users to view and manage onboardings for specific employees, generated from Onboarding Templates. In a record view of an onboarding you can check the status of an onboarding and which trainings and tasks new employee has to complete.

Using the Generate Onboarding button in the menu you can also generate new onboarding here.

When the status of all onboarding elements changes to held, the status of a given onboarding also automatically changes to held.

Custom Actions

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

Processes

Related Processes

Process	Short Description
Meetings - Create new rekord	The process of creating a new meeting.
Onboarding	How to start and conduct an onboarding process

Related Process Steps

Process	Step Title	Short Description
Onboarding tasks	Generating onboarding	Generating onboarding for a new employee.
Onboarding tasks	Checking the tasks.	Checking the tasks on the Tasks subpanel.

Related Features

Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
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
Feature:Dependency of Employee field	Automation		Employee

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
Employee	relate	No		Yes	Yes
Employee ID	relate	No		Yes	Yes
Modified by Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Onboarding Template	relate	No		Yes	Yes
Start Date	datetimecombo	No		Yes	Yes
Status	enum	No		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Employees	one-to-many	Onboardings	One Employees record can have many related Onboardings records, but a specific Onboardings record can be related to only one Employees record.	Relationship: Employees - Onboardings
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
Onboardings	one-to-many	Tasks	Flex relate used in Onboardings	Relationship: Onboardings - Tasks
Onboardings	one-to-many	Trainings	Flex relate used in Onboardings	Relationship: Onboardings - Trainings
Users	one-to-many	Onboardings	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Onboardings
Users	one-to-many	Onboardings	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Onboardings
Users	one-to-many	Onboardings	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Onboardings