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Views and processes for the offboarding solution

A view is a different look and feel of a UI form that is provided by default. For example, HR Service Management provides a default view of the Voluntary separation exit interview form.

As a case business analyst, you can create a line-of-business specific view by adding and removing fields, restructuring the fields, and changing the positions of the fields to suit your business needs.

Related topics

Out-of-the-box content packs for the offboarding solution

Views for the offboarding solution

The following table lists the out-of-the-box views that are provided in the offboarding solution:

Workflow name

Comments

Voluntary Separation - Submit Employee Exit Interview Form

View and submit the exit employee interview form.

Voluntary Separation - Preview Employee Exit Interview Form

Preview the exit employee interview form till it is in the Draft status.

Voluntary Separation - Submit Employee Retention Form

View and submit the employee retention form along with Task ID.

Voluntary Separation - Preview Employee Retention Form

Preview the employee retention form.

Processes for the offboarding solution

The following table lists the out-of-the-box processes that are provided in the offboarding solution:

Workflow name 

Comments

Offboarding - Create request lifecycle

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Update request lifecycle

  •  Scope: Library
  • Customization: Not Allowed
  • Permission: Public

Offboarding - Initialization

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public

 

Offboarding - Validations

  • Scope: Public
  • Customization: Allowed
  • Permission: Public


Offboarding - Data access permission

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Taskflow - Wait till trigger time

  •  Scope: Public
  • Customization: Not Allowed
  • Permission: Public

Offboarding - Case - Update offboarding security permission

  •  Scope: Library
  • Customization: Not Allowed
  • Permission: Public

Offboarding - Case - Update offboarding status

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Task - Update offboarding security permission

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Task - Update offboarding approval status

  • Scope: Public
  • Customization: Allowed
  • Permission: Public 

Offboarding - Mark Exit interview task complete

  • Scope: Public
  • Customization: Allowed
  • Permission: Public 

Offboarding - Set Security label for Exit Interview

  • Scope: Public
  • Customization: Allowed
  • Permission: Public 

Offboarding - Auto compute employee resignation details

  • Scope: Library
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Mark retention task - Complete

  • Scope: Public
  • Customization: Allowed
  • Permission: Public 

Offboarding - Mark project clearance task complete

  • Scope: Public
  • Customization: Allowed
  • Permission: Public 

Offboarding - Notify on manager approval

  • Scope: Public
  • Customization: Not Allowed
  • Permission: Public 

Offboarding - Notify on HRBP approval

  • Scope: Public
  • Customization: Not Allowed
  • Permission: Public 

Voluntary separation - Case - Status Transition

  • Flowset process
  • In LOB - BMC Sample Human Resource library 

 

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BMC Helix for HR Service Management 26.1