Checklist
Discussion List
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is it possible to have a read only task, without any validations like Done/Complete etc.,Summary: Feasibility to have an action-less read only task. where in employee just reads and moves to next task - is it possible? Content (please ensure you mask any con… -
Journey Task BranchingSummary: Hello We have below requirement for PIP and task is as follows : Task 1: HRBP Acknowledgement of LM's PIP Initiation Request Do you want to acknowledgment initi…
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Close old open Journeys for active and terminated employeesIs there a process that we can run to close those old open journeys from 2021-2022? and is there also a way to automatically close the open journeys when employees becom…
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Task completion reminder before due dateSummary: Content (please ensure you mask any confidential information): Hi community, I need a clarification on how to trigger a reminder for an not completed task befor…
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Reminder frequency before due dateHello, I'd need a clarification on how reminders' frequency works when set as "before due date". In the case represented below, if the task is ongoing starting from toda… -
Ip address Definition in e-signature taskSummary: What is the definition of an IP address in an e-signature task? How do you identify the machine IP used for e-sign and what do the other chain of IP addresses s…
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Expired task notification doesn't workHi everyone, why the expired task notification doesn't work? The user doesn't receive notification after his task is expired. Which could be the issue? Regards, Maria
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Notification for task ownerHi everyone, how can we configure a notification for task owner when a task is expired? is it possible? Regards, Maria
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MIgrating Checklists via Functional Setup ManagerSummary: Looking for a reliable way to migrate Checklists from one environment to another via FSM. Content (please ensure you mask any confidential information): I have …
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Has anyone implemented a Flip pdf/book in a journey taskSummary: Has anyone done a Flip book in a journeys/tasks. Can we convert pdf files to display an interactive version ( turn page document) . Anyone tried this before? Co…
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The template definition wasn't imported because it's invalid. (HRC-1035642)Summary: The template definition wasn't imported because it's invalid. (HRC-1035642). The log file reads as below "-- Importing Checklist started -- You can't create thi…
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While Assigning Journeys in Person Search LoV is display active and inactive recordsSummary: Hello Expert, We have enabled Journey and while testing we found the Person Search is displaying the result for the record whether active or inactive. Is there …
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how do I change security on assigned journeyUnder the tap Configuration in HR Checklist, we have by mistake assigned journey operations to the wrong role. Is there any way of changing it on all the already assigne…
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"Done" button is not enabled even after adding attachment in an Onboarding JourneySummary: In our Onboarding Journey, HR / Employee needs to submit a PDF in the tasks. We are able to click on "Drag and Drop" button and able to attach a pdf file but af…
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Trigger a journey to employee as soon as performance document is completedSummary: Content (please ensure you mask any confidential information): We would need to trigger a journey to employee as soon as employee's performance document is comp…
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Is it possible to share the same document form one task to another task ?Summary: We have a requirement where Business wants to get feedback from newly joined employee after completion of his/her Orientation process from all the department he…
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How can I set up notification before the expiration for the task owner?Hi all, For our client we need to have a notification or reminder for the owner of the task. Our owner is an area of responsibility. How can we do that? Can anyone help …
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Initiate Journey based on Performance Document AssignmentSummary: Assign Journey based on Performance Document Assignment Content (required): Hello Experts, Our client has a requirement to trigger the Journey based performance… -
Is Docusign mandatory to enable physical signature for electronic signature taskSummary: Hello, We are trying to enable physical signature for e-sign tasks. I wanted to know under Integration details, is it mandatory to give third party integration …
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Expired task trigger the next oneHi all, I have the follow issue: Task 1 is completed not because task is done by user however because of expire status When the above happened, it triggers the notificat…
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Main journey and sub journeys triggerSummary: Hi, We have Created 4 Journeys: one Main journey and 3 sub-journeys. we are trying to trigger the 3 sub journeys based on the task selection in the main journey… -
Report Task type error with Excel formatSummary: Hi experts, we have built a journey where a task is configured as a report task type, the report is in excel format and it seems to work perfectly. (We are able…
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Questions on nudgesSummary: I am trying to assign journey based on employee anniversary. Need help on below questions Content (please ensure you mask any confidential information): I am tr…
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Journey Checklist with delay duration triggered for inactive associatesSummary: We currently have tasks configured with delay duration and have notification turned on for associates and manager. We are running into issue where associates ar…
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Not applicable tasks appearing under CompletedSummary: Hi. If there is any tasks assigned to Employee and he marks it as Not Applicable, if HR goes and Opens this tasks. If employee again tries to see this tasks , t…
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Context journeys for benefitsHello you all. Our client have requested to create a context journeys for benefits, related to "Family and Emergency Contact - Action". In Brazil we use this action to i… -
Assigned Journey, Filter "All reports"Summary: Hi, When LM filter for Direct Reports, then he is able to see all his tasks for his reports , but when he select "All reports", he is not able to see anything. …
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Journeys - Can a performer complete a form which is passed to passed to a downstream performerOur processes are initiated in the field, but processed centrally. We have HR Liaisons in our departments that currently initiate employee actions through manual forms, …
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When task got expired, it triggers the next task configured in the checklistSummary: Have anyone encountered the issue where when the task is expired, it triggers the next task configured in the checklist. The next task is completed not because … -
Journey to be assigned more than once to same employee.Summary: Journey to be assigned more than once to same employee. Content (required): Hello All Is it possible to for the same journey assigned to an employee twice ( bot…