Checklist
Discussion List
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how to sort tasks in an onboarding journeySummary: Hello! When I create an onboarding journey, the tasks are ordered randomly. Using sequences isn't the best answer since one doesn't need to be completed before … -
journey to trigger before action approval completedWe would like the triggering of the exit survey journey when managers approve of a resignation, right now the journey is triggered when the whole process has been approv…
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Survey Journey - Is it possible to anonymize a survey on DB?Summary: We need to make anonymous a survey both on the Journey section from UI and from DB Content (please ensure you mask any confidential information): We have alread…
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How to remove Create Journey from onboarding AdminHi All, We want to restrict create journey option for all users like onboarding team, recruiting team, but when we remove Manage Journey by HR which is inherited by onbo…
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How to set mandatory Comment field in Journeys tasks.Summary: Hi experts, we have tried to enable the Comments field through journey configuration, is there a way to set it to a mandatory field? Thank you, Marlon Version (…
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Journey Task email is missing documentHi, We have journey task of document type which gets triggered to the terminated employee's home email address. The email is going fine to the home email address but it'…
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Multiple Journeys Trigger from One TaskSummary: Is it possible to have multiple journeys triggered from the same task? For example, when a new hire starts, we want the hiring managers, new hire, and the HR Co…
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E-Signature task: Populating Signature details in the report only after completing the taskWe have a requirement to populate the signer details(Signer name, Signer Date, IP address etc) in the E-sign report only after the user clicks on the "Done" button in an…
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The second of two enterprise onboarding checklists is not being triggered.Summary: Hi experts. I am working on creating an enterprise onboarding checklist which uses 2 enterprise onboarding step checklists, "Before First Day" and "First Day". …
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what does the journey intefration do exactly?Summary: Hello all, I hope someone can help me with this topic. what does the journey integration screen do? and their category? when I tried to create a category for pr…
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What triggers a checklist task that is on delay? Also, what triggers reminders set on the tasks?I have a journey that is assigned to new hires when their new hire record is created, but we don't want a certain task to trigger until one day after. I have a 1-day del… -
How to send out notification to the task owner who is not initiator when combined notification activSummary: We have enabled combined task notifications for our journeys beacuse we don not want to send notifications for individual tasks. For most of the tasks, the init… -
Unable to add guided Journeys for Performance under My Client GroupSummary: Unable to add guided Journeys for Performance Pages under My Client Group Content (please ensure you mask any confidential information): We have a requirement t…
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Unable to Add Person to JourneySummary: Unable to select a Person Below. I checked all "Manage Admin Profile Values" and they are correct. Any idea why I am unable to assign these? Content (please ens… -
Is it possible to hide journey for specific list of employees?Summary: Is it possible to hide journey for specific list of employees? Content (please ensure you mask any confidential information): We have the requirement to hide th…
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Is it possible to tailor the communication/notification when a journey is assigned?Summary: For instance, when a pending worker is assigned a preboarding journey, we would like them to receive an email letting them know they need to complete these task…
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Allocate checklist HDL load is successful, but the Journeys UI is not displaying for initiators.Summary: Hi, Allocate checklist HDL is successful but it is not showing in UI for initiators, but it is displaying for performers (AOR's) in this scenario. When we ran a…
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Journey related questionSummary: Hi Expert, Below question ask by client shall i provide those ans as i added or do we have any additional suggestion I would to provide best approach. We wanted…
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Unable to attach documentSummary: In the Change of teaching title journey, it is showing an error again. As per attached print. on the screen where the teacher must attach a copy of the diploma.…
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Journey needs to be assigned to all the employees in the legal entity.Summary: We have a requirement to assign a journey to all the employees in the legal entity. I have enabled the ORA_PER_SOA_JOURNEY_ASSIGNEE_SELECTION_TYPEprofile option…
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Guide journey - Document of RecordSummary: Hi, Could we enable a guided journey for the document of record? We have a DOR that requires such a journey. Alternatively, could we customize the journey for a… -
HCM Offboarding Journey OTBI REport which column holds Task Completed By Workforce Management - ChecSummary: HCM Offboarding Journey OTBI Report which column holds Task Completed By Workforce Management - Checklist Real Time Subject Aread: Workforce Management - Checkl…
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Archive and Purge Journey Data process - Not able to check from Scheduled Processes pageSummary: We would like to check the Archive and Purge Journey Data processes ran automatically by system Content (please ensure you mask any confidential information): H… -
Archive and Purge Journey Data - What time do the process take in account when archiving?Summary: We would like to know if, when the Archive and Purge Journey Data gets launched, what duration gets taken into account. Content (please ensure you mask any conf…
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In OTBI Offboarding Clearance Journey Report Assigned To is not populated for the checklistSummary: In OTBI Offboarding Clearance Journey Report Assigned To is not populated for the checklist where a group is assigned. Also Completed By is not available in OTB…
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how to send journeys notifications to delegated manager if the Line manager is on leaveSummary: If an employee assign journey then the notifications should send to the delegated manager if an Line manager is on leave. “If a line manager is planning to go o…
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Update Assigned Journey Attributes Based on Modified Journey Template ESS Process LimitationsSummary: Hi All, Regarding the "Update Assigned Journey Attributes Based on Modified Journey Template" ESS process delivered in 22B - there seems to be a lot of limitati…
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Can 'Allow External Users to Access Guided Journeys' be used for terminated Employees?Summary: We are looking into the new feature that allows external users access to guided journeys and would like to understand if there are any use cases outside of Supp…
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Can the task of L1 manager be reassigned to L2 manager automaticallySummary: We have a requirement from the client that if the L1 manager has not completed the task of his direct reportee Offboarding checklist after the LWD+5 days, it th…
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Can't find ALLOCATED_TASK_ID as a context in checklist eligibility formulaHi, I have requirements to have checklist eligibility formula and need the ALLOCATED_TASK_ID as context and can't find it. Please advise. Regards