Checklist
Discussion List
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How can we remove action button in Journey alerts?Summary: How can we remove action button in Journey alerts? Content (required): How can we remove action button in Journey alerts? When a task is allocated the user rece… -
How to prevent the possibility to reassign and remove tasks of auto-assigned journey?Summary: How to prevent the possibility to reassign and remove tasks of auto-assigned journey? Content (required): Hello, we changed some values on display settings tab …
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When Self Assigning a Journey Can Employee Select a Specific AssignmentSummary: When we assign a Journey to an Employee as Admin, we can choose which assignment the Journey can be assigned to, in case Employee has Multiple Assignments. If a…
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How to limit who can view/edit/delete a Checklist in Checklist Templates?Summary: Aside from using Roles, is there any way to limit the visibility of a checklist to a certain population? Content (required): Aside from the links below that sho…
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Reasons why a journey may not be assignedHi community, I would to ask which could be the reasons why a journey may not be assigned, considering that the journey configuration is correct and the same path is cor…
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Contextual Journey task not opening in edge browserSummary: Hi Experts We have configured one contextual Journey for contract management . But when Manager tries to access the contextual Journey and click on start button… -
Error encountered in Onboarding Journey Task related to Document recordWe created two tasks in as part of our Onboarding Journey. Task Type is Electronic Signature When performer clicks the 'Done' Button, an error is encountered. How to res…
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23B Journeys Feature : Optimize User Experience when assigning JourneysSummary: How to change the value of jrnAssigneeSelectionApplyPersonDataSecurity to False. Content (required): We need more clarification on one of the 23B Journeys relat…
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Application Task in ChecklistHello Team, We are trying to enable Open Enrollment Journey to our client. When creating checklist template, we were not able to select any benefits related tasks in App…
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Error while loading HSDL file to complete checklist tasksSummary: Content (required): We need to create a HSDL which would be used to complete the checklist tasks. But after loading the file, we are getting the error for Legis…
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Fast Formula for Questionnaire responsesSummary: Is it possible to create a fast formula based on the response in a Questionnaire to then determine what tasks should appear next in the journey. Content (requir…
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Work Info Section Displays Primary Assignment Info even when Journey assigned to Secondary assignmenSummary: Work Info section on the Journey does not display secondary assignment information despite assigning it to the secondary assignment Content (required): Using 'A…
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Embed parameters within the Journey task notesSummary: Is it possible to embedd parameters like EmployeeName, ManagerName, HrName, EffectiveDate and so on within the task description (Notes)? Content (required): Hey…
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DocuSign integration - multiple "subaccounts" ?Summary: My client has different subaccounts by Business Units, how does the integration and document templates work ? Content (required): Hello, We would like to set up… -
Adding a Journey - Terms of reference documentWe would like to add a new journey: "Terms of Reference" (TOR)- where all employees are prompted every year to update their Terms of Reference (Job description/word docu…
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If Line manager is performer can he access "personal details" application task of pending worker?Summary: Hi, Can Line manager access "personal details" application task of pending worker in journeys? Through structures I made "personal details" visible, Line Manage…
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Why does Journey task arrive in English and not in italian?Content (required): Hello everyone Why does the Journey tasks arrive in English and not in Italian? The language set for the system is italian. Thanks Version (include t… -
Line Manager not able to access the contact info. application task. in journeysSummary: Line Manager not able to access the contact info. application task. in journeys. The performer of the task is seeded Line Manager and the application task name …
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Enterprise onboarding Journey manual allocation NOT workingSummary: Enterprise onboarding journey manual allocation NOT working. I provide all the details in the content area. Content (required): The current setup of the enterpr…
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Archive And Purge Journey Data - not picking up any checklistsSummary: We would like to purge our 2021 checklists. In 23B, I was able to Force Complete them using the "Archive And Purge Journey Data" scheduled process. But I would … -
Is it possible to customize the schedule in Recurring Journeys?Summary: Is it possible to set the Journey recurrence to these dates: April 30, August 31 and December 31?
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Message tab when creating Checklist for Guided JourneySummary: Exploring the Message tab functionalities when creating a new checklist for a Guided Journeys: background image uploaded not visible. Content (required): Hello …
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Is it possible to add personalized employee information in Journeys sent via nudges?Content (required): Our business are currently utilising journeys configured by the HCM nudges. We are wanting to know if it is possible to add personalized employee inf… -
How would a worker track the tasks status in the Offboarding Journey?Summary: The ability to track all the offboarding tasks status if the employee is not the owner or the performer. Content (required): Hello Team, We have a requirement a… -
User unable to view self-assigned journeys in My Journeys tabSummary: Hi, I set up the security of those journeys recently, allowing employee role to search in the Explore tab, and assign Journey "X" to themselves. Unfortunately, …
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Onboarding Journeys - Checklist TemplateSummary: Content (required): Hello, we noticed that now there are two mandatory fields: "Archive After Months" and "Purge After Months". Can you explain me better how th…
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Line Manager not able to access the contact info. application task. in journeysSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Adding guided journey to the main screen of family and emergency contactSummary: Content (required): Hi, I would like to add a guided journey to the main screen of Family and emergency contact I try to define that at TDS- But what is happeni…
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Action Resign from Employment is automatically changing in Contextual JourneysSummary: I am trying to create a contextual Journey for Resign from Employment Action but after selecting and saving the action in General tab it's automatically changin… -
Journey not following all action event config rules for absence duration & absence type?Summary: I require a long sick absence journey to trigger after a sickness absence has been open for over 27 days. I have added 1 group (as shown below) which lists dura…