Employee Onboarding
How to use Employee Onboarding in Onboarding & Offboarding: access, working steps, fields, related records and troubleshooting.
Purpose and access
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.
This page is a record page in Human Resources → Onboarding & Offboarding. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Job Applicant, Job Offer, Company, Employee Name, Date of Joining, Onboarding Begins On.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Onboarding from Human Resources → Onboarding & Offboarding, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Job Applicantjob_applicant | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Job Applicant |
Job Offerjob_offer | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Job Offer |
Employee Onboarding Templateemployee_onboarding_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Onboarding Template |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Boarding Statusboarding_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Projectproject | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Employeeemployee | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Designationdesignation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Designation |
Employee Gradeemployee_grade | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Grade |
Holiday Listholiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Date of Joiningdate_of_joining | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Onboarding Begins Onboarding_begins_on | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Activitiesactivities | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Employee Boarding Activity |
Notify users by emailnotify_users_by_email | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Onboarding |
Child tables
Activities — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Activity Nameactivity_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Useruser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Begin On (Days)begin_on | Int Optional | Enter a whole-number value. |
Duration (Days)duration | Int Optional | Enter a whole-number value. |
Tasktask | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Task |
Task Weighttask_weight | Float Optional | Enter a numeric value using the required unit and precision. |
Required for Employee Creationrequired_for_employee_creation | Check Optional | Applicable in the case of Employee Onboarding |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.