Onboardings

From MintHCM Wiki

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

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


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 also check onboarding's status 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

ProcessShort Description
OnboardingHow to start and conduct na onboarding process

Related Process Steps

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

Relationships

LaftTypeRightShort DescriptionRelationship
Employeesone-to-manyOnboardingsOne 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 Templatesone-to-manyOnboardingsOne 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
Onboardingsone-to-manyTasksFlex relate used in OnboardingsRelationship: Onboardings - Tasks
Onboardingsone-to-manyTrainingsFlex relate used in OnboardingsRelationship: Onboardings - Trainings
Usersone-to-manyOnboardingsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Onboardings
Usersone-to-manyOnboardingsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Onboardings
Usersone-to-manyOnboardingsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Onboardings

Mentioned in other articles


Technical Description

Dev Notes