Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 7 of 395 synchronized guides.
Configure the ERPat Offboarding module: the twelve permissions, checklist templates, separation types, task catalog, sign-offs, SLA and escalation rules, integration connectors, and security settings.
Day-to-day guide to running offboarding cases in ERPat: start a case, work the checklist, assets, access actions and sign-offs, then reach final clearance, hold, reschedule, or immediate separation.
Technical reference for the ERPat Offboarding module: routes, the fifteen database tables, case, task, asset, access and sign-off status vocabularies, controllers, cron jobs, seeder, and the test command.
Troubleshooting and frequently asked questions for the ERPat Offboarding module: missing menu, template matching, clearance blockers, exception closures, automation not firing, connectors, plus a glossary.
Enable the ERPat Offboarding module, run its migrations, grant the twelve permissions, review the setups, load the optional demo seed, and walk through your first offboarding case end to end.
Overview of the ERPat Offboarding module: run one accountable case per employee departure covering handover tasks, asset returns, access deactivation, department sign-offs, and final clearance.
How the ERPat Offboarding module was designed: patterns adapted from Microsoft Entra, Freshservice, Jira, BambooHR, Okta, Google Workspace and NIST SP 800-53, plus the ERPat data used as sources of truth.