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feat: Ability to schedule onboarding and separation activities #26738

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merged 8 commits into from
Aug 27, 2021

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ruchamahabal
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@ruchamahabal ruchamahabal commented Jul 30, 2021

Problem:

On submission of a new Employee Onboarding or Employee Separation, a Project is created with all the activities as Tasks. However, there is no provision to define the dates for these activities from the boarding doctype. So a user has to go to each and every task and set the start and end date.

Solution

  • Added 2 columns: Begin On (Days) and Duration (Days) in the Employee Boarding Activity child table (this table is used in Employee Onboarding / Separation Template as well as the original doctypes

    image

    image

  • During task creation, the start and end dates are calculated based on the specified schedule, and holidays are excluded.

    employee-boarding-activities.mp4
  • Cleaned-up Employee Onboarding Form

    Before:

    image

    After:

    employee-onboarding

  • Removed Employee Onboarding Activity doctype (child table) as it's not being used anywhere.

no-docs Docs added in the wiki app:

@nabinhait nabinhait added the CI-failing Unit tests or patch tests are failing. label Aug 25, 2021
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@ruchamahabal Test case failing

@nabinhait nabinhait self-assigned this Aug 26, 2021
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Coverage Status

Coverage remained the same at 51.581% when pulling 7ab4f07 on ruchamahabal:employee-boarding-enhancements into 16eed07 on frappe:develop.

@ruchamahabal ruchamahabal removed the CI-failing Unit tests or patch tests are failing. label Aug 26, 2021
@nabinhait nabinhait merged commit 71b7c63 into frappe:develop Aug 27, 2021
asoral pushed a commit to asoral/erpnext that referenced this pull request Nov 12, 2021
…e#26738)

* refactor: employee onboarding form clean-up

* feat: ability to schedule onboarding / separation tasks

* feat: skip holidays while setting boarding activity dates

* chore: remove unused child table - Employee Onboarding Activity

* fix: tests

* fix: employee separation test
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4 participants