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Journeys
Discussion List
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Need to Send Welcome Email to New Joinee before 5 days and another email on Date of JoiningSummary: Send weclome email to Pending worker 5 days before Joining and to Onboarding welcome email on Day 1 Content (please ensure you mask any confidential information… -
Without completing the onboarding task from journeys recruiters should not convert the employeeSummary: Hi Team, We are triggering the “onboarding checklist” when the candidate is in add pending work stage so our requirement is without completing the onboarding ta…
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How to auto assign journeys annually based on work anniversarySummary: Hi, We have a business requirement to auto-assign journey tasks based on work anniversaries or specific dates. Do we have any delivered functionality that we ca… -
Mass cancel old checklist tasksSummary: Hello - we have a ton of outstanding checklist tasks that are very old and we need to remove them. We are about to migrate to journeys and want to ensure a clea… -
How to setup offboarding journey task due by Last Working Date?Summary: How to setup offboarding journey task due by Last Working Date? Or is there any way to delay the task until 30 days before last working day? Content (please ens… -
Change Pending Worker Start date, Onboarding Start Date in Emp Info Doesnt change?!Summary: Content (required): So we have had a pending worker start date that need to be changed by 1, we have edited the pending worker and this has changed to the new s… -
Updated Start Date not reflected in JourneysSummary: When we update/correct a Start Date, the new Start Date is not reflected in Journeys; the old Start Date is still visible. Is there a way to ensure that the new… -
change propose start date for a pending worker after the journey was allocatedSummary: Hi what is the best way if the journey was allocated and task are already triggered to employee's and performers' ( the checklist is base on the Add pending wor…
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Can journey be triggered based on eligibility profile without configuring action codeWe have a requirement for a journey to automatically assign to the first time managers(who have their first direct reportee) but it shouldn't be triggered based on Actio…
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Is there a way to manually Reopen Completed Journey?Summary: Content (please ensure you mask any confidential information): Hello experts, as HR, we Reopened task for a completed journey. However, when the employee access… -
How to track journey history?Summary: Hi experts, we would like to know if there is any way to track journeys once they have been archived or purged? Thank you, Marlon Version (include the version y…
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Allocation of Enterprise Onboarding Step - Change in Start DateSummary: What is expected behavior to allocate an Enterprise Onboarding Step when there is a change in Start Date Content (required): In our scenario, we have two Steps …
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Task Owner access to Onboarding Checklist tasksContent We have different AORs setup like HR Assistant, Department Admin, Recruiter etc. The requirement is that only the task owner should be able to access all the tas…
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Checklist - Task Completed By (Employee Name) should be visible under Completed Tasks tileSummary: Content (required): For Onboarding checklist, once the task is completed by any performer, completed by ( employee name) is not visible under 'Completed Tasks' …
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Loading Journey history by HDLSummary: Content (please ensure you mask any confidential information): Hello experts, our customer managed employee document sign-on offline so far. This year they want…
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HDL task upload - The display settings are not being reflected in the formHello, When I create a Task in Journey to employee with hdl - The display settings are not being reflected in the form. When I manually assign the task to the employee -…
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Notification Line Manager was redirected to 'My Journeys' page instead of 'Assigned Journeys'Summary: Hi All, We are facing the below issue. Journey Category : Offboarding Journey Task Performer : Line Manager Line Manager received reminder notification to perfo…
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How can we display delivered field on JourneyHi, Is there any way we can populate existing delivered field on Journey ?
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Convert BI Report based template to PDF and serve to EmployeeSummary: Convert BI Report based template to PDF and serve to Employee Content (please ensure you mask any confidential information): Convert BI Report based template to…
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Can we have created Journey, need to be Triggered without Resignation been approved.Hi, We have created a Checklist Template where In Task need to be triggered as soon as Resignation Is Applied by Employee Irrespective of Approved or Unapproved. How can…
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Importing/Exporting of Checklists with TasksSummary Importing is only partially successfulContent When importing checklists from one pod to another, we're encountering 2 issues. 1) The document attachment for Docu… -
DocuSign tasks giving errorSummary: Hi, We getting the below error when the pending worker/employee is trying to access the docusign tasks. You cant electronically sign the document due to an erro… -
how to change Not started journey status to N/A status ?Summary: We need to change the journey status from not started to N/A status. We don't want new employee's to view the onboarding journey tasks notification when they jo… -
Journey should only be assigned to employees with direct reportsSummary: Hello, is there a possibilty, that a contextual journey can ONLY be assigned to employees with DIRECT REPORTS? Looking forward to your responses. Best regards, … -
Manage Areaf of responsibilities in JourneysSummary: Hello everyone, we are configuring Journeys for a client of ours and I have a question. I will explain our case below: We have an employee with Human Resource S…
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Defaulting "My Task" tabHello, Is it possible to defaulting the "My Task" tab once the line manager is entered the 'Journey' screen ? Thanks
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how to get the data entered in Configurable Form from backend?Summary: the values added in the configurable form, need to fetch these values to add in the report present in next task. so from which table we can get this data Conten…
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Difference Between Questionnaire and configurable formSummary: Content (required): Hi all, could someone please explain the difference between a questionnaire and a configurable form in Journey functionality? Kind regards, …
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Journeys actions.Summary: Hi Expert, Do we have below actions in journeys. Ask Human Capital Report Misconduct Report Grievance Visa and EID Renewal Onboarding Offboarding Resignation Of…
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how to Mark the journey task from Not started to N/A using HDL/HSDL or any other possible waySummary: Is there any way to clear journey tasks just before we activate all user access? We would like for the new end-users to start with a clean slate. This is a one-…