Field reference
Exit Interview
How to use Exit Interview 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.
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.
Before you start
Prepare the required information: Employee, Company, Status.
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 Exit Interview 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 |
|---|---|---|
Naming Seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Employeeemployee | Link Required | 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 Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Email IDemail | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Datedate | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Departmentdepartment | 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: Department |
Designationdesignation | 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: Designation |
Reports Toreports_to | 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 |
Date of Joiningdate_of_joining | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Relieving Daterelieving_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Reference Document Typeref_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Questionnaire Email Sentquestionnaire_email_sent | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Reference Document Namereference_document_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Interviewersinterviewers | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Interviewer |
Interview Summaryinterview_summary | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Final Decisionemployee_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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: Exit Interview |
Child tables
Interviewers — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
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 |
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.