Module guide
Onboarding & Offboarding
Use the applicable employee lifecycle records and assigned activities to coordinate joining, transfer and separation. Account access, asset custody, documentation and final payroll each have their own responsible owner.
How this module fits your work
Use the applicable employee lifecycle records and assigned activities to coordinate joining, transfer and separation. Account access, asset custody, documentation and final payroll each have their own responsible owner.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Onboarding, movement & separation
- Employee OnboardingRecord page · Onboarding, movement & separation
- Employee PromotionRecord page · Onboarding, movement & separation
- Employee SeparationRecord page · Onboarding, movement & separation
- Employee TransferRecord page · Onboarding, movement & separation
- Full and Final StatementRecord page · Onboarding, movement & separation
Setup & Templates
- Employee Onboarding TemplateRecord page · Setup & Templates
- Employee Separation TemplateRecord page · Setup & Templates
Separation & Handover
- Exit InterviewRecord page · Separation & Handover
Reports
- Employee ExitsReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.