Onboarding Checklist Configuration - offset day
Content
Hi,
I meet some difficulties to set the Onboarding based on the client request.
I would like to define some tasks before a specific action.
For example, the task "create corporate email" should be send 3 days before the hire date.
So,the setting done :
- In the checklist I define action "Hire"
- In my task I define Offset days "-3".
- Task duration : 3 days
When I test my setting :
- I create a new person
- Define the hire date (for example may,25th)
When I have this setting, the task is not sent before the action "hire" is performed.
When I allocate manually, the offset day count from the allocated date.
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