feat: sending Exit Questionnaire
This commit is contained in:
Rucha Mahabal
parent
36a2d8ee0d
commit
7412accf6d
@ -3,12 +3,16 @@
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frappe.ui.form.on('Exit Interview', {
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refresh: function(frm) {
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if (!frm.doc.__islocal && !frm.doc.questionnaire_email_sent) {
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frm.add_custom_button(__('Send Exit Questionnaire'), function () {
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frm.trigger('send_exit_questionnaire');
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});
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}
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},
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employee: function(frm) {
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frappe.db.get_value('Employee', frm.doc.employee, 'relieving_date').then(({ relieving_date }) => {
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if (!relieving_date) {
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frappe.db.get_value('Employee', frm.doc.employee, 'relieving_date', (message) => {
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if (!message.relieving_date) {
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frappe.throw({
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message: __('Please set the relieving date for employee {0}',
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['<a href="/app/employee/' + frm.doc.employee +'">' + frm.doc.employee + '</a>']),
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@ -16,5 +20,33 @@ frappe.ui.form.on('Exit Interview', {
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});
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}
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});
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},
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send_exit_questionnaire: function(frm) {
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frappe.db.get_value('HR Settings', 'HR Settings',
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['exit_questionnaire_web_form', 'exit_questionnaire_notification_template'], (r) => {
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if (!r.exit_questionnaire_web_form || !r.exit_questionnaire_notification_template) {
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frappe.throw({
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message: __('Please set {0} and {1} in {2}.',
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['Exit Questionnaire Web Form'.bold(),
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'Notification Template'.bold(),
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'<a href="/app/hr-settings" target="_blank">HR Settings</a>']
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),
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title: __('Settings Missing')
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});
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} else {
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frappe.call({
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method: 'erpnext.hr.doctype.exit_interview.exit_interview.send_exit_questionnaire',
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args: {
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'exit_interview': frm.doc.name
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},
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callback: function(r) {
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if (!r.exc) {
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frm.refresh_field('questionnaire_email_sent');
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}
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}
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});
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}
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});
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}
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});
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@ -5,11 +5,13 @@
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"creation": "2021-12-05 13:56:36.241690",
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"doctype": "DocType",
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"editable_grid": 1,
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"email_append_to": 1,
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"engine": "InnoDB",
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"field_order": [
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"naming_series",
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"employee",
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"employee_name",
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"email",
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"column_break_5",
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"company",
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"date",
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@ -22,6 +24,7 @@
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"relieving_date",
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"exit_questionnaire_section",
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"ref_doctype",
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"questionnaire_email_sent",
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"column_break_10",
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"reference_document_name",
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"interview_summary_section",
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@ -130,6 +133,7 @@
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"read_only": 1
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},
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{
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"fetch_from": "employee.reports_to",
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"fieldname": "reports_to",
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"fieldtype": "Link",
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"in_standard_filter": 1,
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@ -159,11 +163,25 @@
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"fieldtype": "Select",
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"label": "Naming Series",
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"options": "HR-EXIT-INT-"
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},
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{
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"default": "0",
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"fieldname": "questionnaire_email_sent",
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"fieldtype": "Check",
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"label": "Questionnaire Email Sent",
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"read_only": 1
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},
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{
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"fieldname": "email",
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"fieldtype": "Data",
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"label": "Email ID",
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"options": "Email",
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"read_only": 1
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}
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],
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2021-12-05 14:25:40.416023",
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"modified": "2021-12-05 16:50:05.933394",
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"modified_by": "Administrator",
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"module": "HR",
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"name": "Exit Interview",
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@ -183,6 +201,7 @@
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"write": 1
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}
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],
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"sender_field": "email",
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "employee_name",
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@ -6,12 +6,48 @@ from frappe import _
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from frappe.model.document import Document
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from frappe.utils import get_link_to_form
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from erpnext.hr.doctype.employee.employee import get_employee_email
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class ExitInterview(Document):
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def validate(self):
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self.validate_relieving_date()
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self.set_employee_email()
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def validate_relieving_date(self):
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if not frappe.db.get_value('Employee', self.employee, 'relieving_date'):
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frappe.throw(_('Please set the relieving date for employee {0}').format(
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get_link_to_form('Employee', self.employee)),
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title=_('Relieving Date Missing'))
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def set_employee_email(self):
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employee = frappe.get_doc('Employee', self.employee)
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self.email = get_employee_email(employee)
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@frappe.whitelist()
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def send_exit_questionnaire(exit_interview):
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exit_interview = frappe.get_doc('Exit Interview', exit_interview)
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context = exit_interview.as_dict()
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employee = frappe.get_doc('Employee', exit_interview.employee)
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context.update(employee.as_dict())
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email = get_employee_email(employee)
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template_name = frappe.db.get_single_value('HR Settings', 'exit_questionnaire_notification_template')
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template = frappe.get_doc('Email Template', template_name)
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if email:
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frappe.sendmail(
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recipients=email,
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subject=template.subject,
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message=frappe.render_template(template.response, context),
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reference_doctype=exit_interview.doctype,
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reference_name=exit_interview.name
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)
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frappe.msgprint(_('Exit Questionnaire sent to {0}').format(email),
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title='Success', indicator='green')
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exit_interview.db_set('questionnaire_email_sent', True)
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exit_interview.notify_update()
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else:
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frappe.msgprint(_('Email IDs for employee not found.'))
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@ -36,7 +36,11 @@
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"remind_before",
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"column_break_4",
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"send_interview_feedback_reminder",
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"feedback_reminder_notification_template"
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"feedback_reminder_notification_template",
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"employee_exit_section",
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"exit_questionnaire_web_form",
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"column_break_34",
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"exit_questionnaire_notification_template"
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],
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"fields": [
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{
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@ -226,13 +230,34 @@
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"fieldname": "check_vacancies",
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"fieldtype": "Check",
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"label": "Check Vacancies On Job Offer Creation"
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},
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{
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"fieldname": "employee_exit_section",
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"fieldtype": "Section Break",
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"label": "Employee Exit Settings"
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},
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{
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"fieldname": "exit_questionnaire_web_form",
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"fieldtype": "Link",
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"label": "Exit Questionnaire Web Form",
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"options": "Web Form"
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},
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{
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"fieldname": "exit_questionnaire_notification_template",
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"fieldtype": "Link",
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"label": "Exit Questionnaire Notification Template",
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"options": "Email Template"
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},
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{
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"fieldname": "column_break_34",
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"fieldtype": "Column Break"
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}
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],
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"icon": "fa fa-cog",
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"idx": 1,
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"issingle": 1,
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"links": [],
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"modified": "2021-10-01 23:46:11.098236",
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"modified": "2021-12-05 14:48:10.884253",
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"modified_by": "Administrator",
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"module": "HR",
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"name": "HR Settings",
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