Checklist
Discussion List
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How to bulk delete assigned journeysSummary: In production the journey is assigned to 400+ employees and later the setup updated for Archive/purge months. Need to delete assigned journeys for all employees… -
Process to delete assigned journeysSummary: What are the options to ad hoc delete assigned journeys? Content (please ensure you mask any confidential information): As of 22A the Process HR Checklist and T…
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Journey Tasks Assigned to Manager - Delete using HCM Data LoaderSummary: We have a requirement to delete all the Tasks assigned to a Manager when a Journey assigned to his/ her direct reports. We are trying to delete the allocated ta… -
You can't access this task because you either don't have access or the task is no longer available.Summary: I’m encountering this error message when trying to access the Application tasks for “Confirm Emergency Contact” and “EEO Survey / Confirm Personal Details. You …
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Organization Journeys: Unable to Search for Journeys Assigned to Pending WorkersSummary: We are experiencing issues with HR being unable to view journeys allocated to pending workers in My Client Groups → Journeys → Organization Journeys. Content (p… -
Issue with Contextual Journey Trigger and Report Parameters During Employee Termination ProcessHi Team, We have configured a contextual journey that triggers during the employee termination process based on a business requirement. The intention of this configurati…
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How to add a newly configured task to the already allocated checklists for employees?Summary: How to add a newly configured task to the already allocated checklists for employees Content (please ensure you mask any confidential information): We have an u…
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Docusign integration pass employee name in subject line or message bodySummary: Docusign integration pass employee name in subject line or message body Content (please ensure you mask any confidential information): Hi, We built docusign int…
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Export Journey with attachments in the document taskSummary: Is it possible to export a Journey that has a task type Document and get the attachments to be exported with it? I have a Journey that has multiple tasks with a…
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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… -
Reversed New Hires Conversion - HR still getting checklist task reminder emailsWe reversed a pending workers conversion to a hire and the HR coordinator is still receiving Reminder notifications to complete checklist tasks. There is no checklist fo…
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Can we add Person Number in the delivered alert composer notification for checklist?Summary: Can we add Person Number in the checklist alert composer notifications? Either in the subject line or body or both? As Without an employee code, it will be diff…
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E-Signature not showing on documentSummary: Employee is able to sign name, but signature does not show in document. Content (please ensure you mask any confidential information): Attached is our task set-… -
Disable Edit Task, Edit Due Date, Reassign Task, Remove Task etc. for Journey assigned by employeeSummary: We're developing a Journey to request Parental Leave. We want to allow the employee to initiate that Journey from a direct link (which can be communicated by th…
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Is it possible to hide the "Journeys" tile under "ME" tab if no journeys are assigned to the employeHello Is it possible to hide the "Journeys" tile under "ME" tab if no journeys are assigned to the term employees I tried using the EL Expression #{page.variables.journe…
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Delete Journey Action Not Displaying for an assigned JourneySummary: I created a journey under the Compensation category. When I attempted to delete the journey by following the navigation path Organization Journey > Searched for…
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Can you edit the Application Forms selected in the Application Task Checklist in Onboarding Journey?Summary: Under the Application Task category, there are forms to select, i.e. Personal Info, Contact, Info, Emergency Info, etc. Is it possible to edit the layout and ad…
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Contextual Journey not Triggered by Quick ActionsSummary: We created a Contextual Journey with Context = Me and Contextual Action = Document Records; it has 1 task in it and the task type is Application Type, Applicati…
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Journey - Checklist Category not UpdatedHello experts, We are having an issue with checklist category. We have tried to created a new checklist category in manage common lookups. Once saved we surfed to the pa…
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In contextual Journey, can we add more than one context and context actionSummary: Can we add more than one context and context action within the same contextual journey? We have enabled this for Me and Absence, and now want to apply the same …
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Multiple ESignature in Electronic Native EsignturesHi Team, I came across a blog that explains how to fetch multiple e-signatures, but I'm encountering issues with retrieving the details correctly. I believe I'm missing … -
Capture Multiple Signatures with Native E-Sign TaskSummary: Hi, Came across a blog which says that it is possible to capture multiple signature on a single report, considering there are two e-sign tasks configured. But r… -
Journey not appearing under Me > My JourneysHello, We came across this issue fairly recently where when we try and allocate a checklist to a worker through the 'Allocate Checklists', for some reason it doesn't app…
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Journey Task Completion Criteria is not working for disability info in Personal DetailsSummary: Completion Criteria condition is not evaluating criteria correctly for Disability Info Content (please ensure you mask any confidential information): We are tes… -
Journeys eligibility Fast formulaSummary: We have a requirement where the a certain number of tasks from a journey should not be assigned to the employees if they have been rehired within 6 months from …
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Clarification on Dynamic Reassignment of Task Performer in Checklist After Line Manager ChangeSummary: Clarification on Dynamic Reassignment of Task Performer in Probation Checklist After Line Manager Change (25A / 25B) Content (please ensure you mask any confide… -
SQL Query for Journeys onboarding or offboarding checklist with questionnaireSummary: Please provide example SQL query to get the question and answers of questionnaire associated with Journeys onboarding or offboarding checklist. Content (please …
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How to use ENABLE_INCREMENTAL_LOAD_EVENTS to auto assign Journey to Pending worker created by HDLSummary: We got a heads-up from a forum that we could use ENABLE_INCREMENTAL_LOAD_EVENTS option (setting it to Y) and execute the trigger of Journey for Pending Workers … -
25D Update - 'Error response during RestAction' when viewing a journey task in ExploreAfter the 25D upgrade, when a HR Specialist navigates to Journeys > Explore > select a Journey > expands any Journey task, the task details do not load and the error pop… -
I am unable to assign a checklist in bulk that is under the Survey category.Hi Team, I want to assign a checklist under the Survey category to employees in bulk. However, we are unable to allocate it using HDL or the Postman REST API, while bulk…