Record definitions for the onboarding solution

Onboarding Request

(This record will have 1:1 association with Case RD)

Employee Information

• First Name - Text - Required
• Middle Name - Text
• Last Name - Text - Required
• Gender - Selection - Required
• Personal Email - Text - Required
• Mobile Number - Text - Required
• New Hire Record ID

Employment Information

• Employment Type - Selection- Required
  
  • Full time
  • Part time
  • Contingent
  • Contractor
  • Temporary
• Employee Type - Selection - Required
  • Contractor
  • Part time
• Manager - Text - Required
  
  • Named List: Manager
• Company - Text - Required
  • Named List: Primary Organization Without Global
• Organization - Text - Required
  
  • Named List: People Organization
• Department - Text - Required
  
  • Named List: Department
• Location Type - Selection - Required
  • Onsite
  • Remote
• Joining Location - Text - Required
  • Named List: com.bmc.dsm.shared-services-lib:Site

Onboarding Information

• Hiring Manager - Text - Required
  • Named List: Hiring Manager
• Hiring Manager Record ID - Text - Required
• Requirement Manager - Text - Required
  • Named List: Recruitment Manager
• Requirement Manager Record ID - Text - Required
• Job Requisition ID - Text - Required
• Date of Joining - Date - Required
• Buddy - Text - Required
• Job Title - Text - Required

Other Fields

• Case Display ID - Text
• Service Request ID - Text
• Process Started - Boolean
• Additional Assets Requested - Boolean
• Cancelation Date
• Cancelation Reason
• Canceled By
• Completion Date

• Security Label
  • Read Permission - Case Read Permission and Case Write Permission
  • Write Permission - Hiring Manager, Recruitment Manager
• Write Permission security la bel will be added as Change permission to all the fields
• Read Permission security label will be added as View permission to all the fields
• Allow Anyone to Submit - true for all custom fields
• Customization - Allowed

Onboarding - Additional Hardware Software

• ONBOARDING_REQUEST_ID
• Case ID
• Hardware - Single select
• Peripherals - Multiselect
• Software - Multiselect
• Request Reason
• Requested By

• Customization - Allowed

Onboarding IT - Hardware details

• Status (Active, Inactive) - Field ID 7
• Product Name- Field ID 8
• Product Brand
• Product Description (Processor, Operating System, Graphics Card, Memory, Hard Drive, Display) - Rich Text Area
• Product Image
• Approximate Cost
• Warranty Period
• Approximate Delivery ETA
• Application Bundle ID

Customization - Allowed

Onboarding IT - Software Details

• Status (Active, Inactive) - Field ID 7
• Product Name- Field ID 8
• Product Description - Rich Text Area
• Product Image
• Approximate Cost
• Application Bundle ID

Customization - Allowed

Onboarding IT - Peripheral Details

• Status (Active, Inactive) - Field ID 7
• Product Name - Field ID 8
• Product Brand
• Product Description (Model details) - Rich Text Area
• Product Image
• Approximate Cost
• Warranty Period
• Approximate Delivery ETA
• Application Bundle ID

Customization - Allowed

Onboarding - Location Template Mapping

• Status - Active, Inactive
• Company
• Country
• Site
• Template Name
• Type - Selection (Onboarding Request)
• Application Bundle ID

• Field IDs must be consistent with other forms
• Fall back mechanism - Site → Country → Company → Global company
• OOTB data will be shipped for - Global - company
• Customization - Allowed

Onboarding - Task Category (Record Not Needed)

• Status - Selection (Active, Inactive)
• Company
• Category Name - Description field can be used
• Application Bundle ID

• Field IDs must be consistent with other forms
• Fall back mechanism - Company → Global company
• OOTB data will be shipped for - Global - company