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Journeys
Discussion List
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Onboarding - PDF documents appear as files (non-PDF format) when accessing the taskSummary: Issue with PDF files when accessing pre-boarding tasks Content (required): Hello, We configured tasks that are 'Document' type and attached PDF documents to the… -
Onboarding- Native Electronic Signature ErrorSummary: We have a task that utilizes a native electronic signature, and it is periodically throwing an error for users. This task is assigned on the first day, when eve… -
How to display worker name in the Checklist Task Notification NoteSummary: We have a requirement to display the new hire name in the Pre-boarding checklist notification as below. Dear (First Name) We are looking forward to you joining …
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Checklists - Remove Enterprise Onboarding Step Titles on Onb. PageSummary: I'm looking for a way to remove the Enterprise Onboarding Step section titles from the employee's About Me Onboarding page. Does this coincide to any of the opt… -
Checklist task how to update Talent by the performer ?Hello In checklist templates - in a task type - "application task" would like to know if there is an option to update the worker's TALENT ? by the worker as a performer … -
Ability for a conditional taskSummary: Is there any ability to have a task on a journey conditionally displayed dependant on criteria on a person record? Content (required): We would like to have a J… -
Can you make the Journey Background Image a Video?Hello, Is it possible to make the background image a video for Journeys? Using an embeded youtube URL did not work.
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Journeys- Unable to open DOR attachment.Content Document of record has been attached through Journeys task but unable to open attachment when we download from DOR. It is downloading as null name. Note- If i op… -
journey Checklist task how to update Talent by the performer ?Hello In checklist templates - in a task type - "application task" would like to know if there is an option to update the worker's TALENT ? by the worker as a performer …
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Checklist onboarding task how to performer HR follow after a worker task?Hello , We would like in check list tasks to have a take first assigned to a worker as a performer - And the second task - once the worker completes the task I mentioned…
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Can you make the Journey Background Image a Video?Hello, Is it possible to make the background image a video for Journeys? Using an embeded youtube URL did not work.
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Unable to see ADD button on Allocate Checklist PageSummary Allocate Checklist Page IssueContent we have custom onboarding role created which includes Manage Onboarding, Manage Worker Checklist. The necessary Aggregate pr…
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Journeys : Send notification with task details completedSummary: Journeys : Send notification with task details completed Content (required): Hello, In journeys, I would like to create a task with form. Once the form is compl…
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What is the Difference/Need for "Assignee" versus "Performer" in Checklist Task ConfigurationSummary: When creating a checklist task, the option to add attachments to document records is available, and when selected, there is a need to specify who the attachment… -
Checklist summary notificationSummary: Hello - we are using the single summary notification for checklist tasks so performers only receive one notification showing all pending checklist tasks. The de… -
Document type task is not working as expected.Summary: Hello, We are in the process of moving to Journeys from checklist. But we have encountered an issue in the document type task on the Journeys pages. We have man…
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Onboarding Step Checklist Based on PersonaSummary: Content (required): I understand we can create multiple onboarding step checklists to differentiate tasks assigned on Before First Day, First Day, and First Mon…
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"Initiator" term in JourneysSummary: Content (required): If I associate the Journey with a "Hire" transaction, who will be the Initiator? Also, how is the individual selected for this? Version (inc…
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Can we change the Text in Hyperlinks of the taskHi, We wanted to change the text in the hyperlink of the tasks under Journey. Is there any guided steps to achieve the requirement? For example: 'Go to application task'…
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Journeys- Add report option- Not able to save reportSummary: There is a tab in Journeys named 'Reports'. HR administrator is able to add the report but it does not get saved. Once the user closes the Journeys screen, the … -
Journeys - Document type task giving error when PWK is trying to attach any documentSummary: Hi Team, we are facing a weird error when the PWK is trying to attach any document to the task of type "Document". Does anyone has a idea why it is giving error… -
Journeys Task-How to make it mandatory to completeSummary: We have a situation where the customer wants the pending worker to complete the onboarding tasks only after submitting the requested details or actioning on the…
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Journeys Task to make Mandatory-Onboarding for Pending workerSummary: How can we make the task mandatory for the candidate, so that without providing the required details candidate cant click on complete icon. Content (required): …
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How to notify candidate of account creation to access preboarding tasks?Summary: How to notify candidate of account creation to access preboarding tasks? Content (required): Hello all, Our business our seeking a means to allow candidates sub… -
Journey to add education / skillsSummary: Has anyone built a journey to capture education / skills? Content (required): Need to reach out to employees to update this field so wanted to see if anyone can… -
Is there any Ready-to-Import journey for the onboarding and pre-boarding task?Hi, I am looking for a Ready-to-Import Checklist Template with Pre-configured Checklist Tasks/journeys for the onboarding and pre-boarding tasks of hire business process…
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Remove Explore tab?Summary: Content (required): Hello, IUs there a way to remove the explore tab through roles/privileges for Line Managers? We have tried removing 'Explore Journeys' privi…User_2025-02-06-20-56-07-048 474 views 2 comments 1 point Most recent by User_2025-02-06-20-56-07-048
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Eligibility Profile for JourneysSummary: Is it necessary to set the Eligibility Profile at each level of configuration? Content (required): If I set the Eligibility Profile once for the Onboarding Jour…
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Onboarding-JourneysSummary: Team, We have a requirement where one of the forms has to be triggered to the pending worker as part of the task for onboarding process and this form has to be …
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Can we configure HTML Welcome Email Template to be triggered as part of Journey.?Summary: HTML Template needs to be triggered as Part of Onboarding Journey Content (required): We have a requirement where the Client wants to trigger HTML email templat…