Exit Checklist Templates

What to tick off when an employee is leaving — driven by their employment type

On this page
Screenshot of the Exit Checklist Templates page
The Exit Checklist Templates page in BSuit.

#About Exit Checklist Templates

What to tick off when an employee is leaving — driven by their employment type. This is a working page: a list or workspace where you find and act on records in BSuit ERP (Human Resources). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Human Resources and choose “Exit Checklist Templates”, or go directly to the address /hr/exit-checklist-templates.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

  1. Add new records — a form opens for the details.
  2. Change existing records.
  3. Delete records (you are asked to confirm).
  4. Open dialogs or drawers for detail and confirmation.

#Data stored for each record

The form layout of this page could not be read from its source, so here is everything BSuit stores for an exitchecklisttemplate (see also the ExitChecklistTemplate data reference). Which fields appear on screen depends on the page and your configuration.

Fields stored for ExitChecklistTemplate
FieldStored asTypeRequiredMax lengthRefers to
NameNameTextNo——
Employment TypeEmploymentTypeTextNo——
Is DefaultIsDefaultYes / NoNo——
Company IdCompanyIdTextNo—Company
IdIdTextNo——
Created AtCreatedAtDate and timeNo——
Updated AtUpdatedAtDate and timeNo——
Is DeletedIsDeletedYes / NoNo——

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen under the heading “Exit Checklist Templates”. Your own view can differ with your role, data and settings.

Buttons visible on the page
Button
+ New template

#If something is missing or fails

  1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
  2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
  3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
2026-09-21
Help version
2026.0.0-preview
Guide ID
erp:/hr/exit-checklist-templates
Need more help?If feedback above cannot be sent, email support and quote guide ID erp:/hr/exit-checklist-templates.
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