Checklist
Discussion List
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Report to extract all Checklist Task and Task Notes exist in the systemSummary: Report to extract all Checklist Task and Task Notes exist in the system(OTBI/BIP) Content (required): I am trying to extract all Checklist Tasks and Task Notes … -
Employees have to fill form via task whenever manager triggers the journeyHi All, We have a requirement where Manager should be able to trigger the task for existing employees anytime whenever they want to avail new laptop from the company. Th… -
Visiblity of all active JourneysSummary: Content (required): Is there a way to see - as an HR Generalist - all active Journeys in an organization without typing in an individual name? Version (include … -
Journey/Onboarding - Restrict Tasks visibility for UserHello everyone, We are trying to understand if there is a way to restrict the task visibility for the users. Is there any way to restrict the task(Candidate Update Form)…Aparna _ Mulluri-Oracle 32 views 9 comments 0 points Most recent by Aparna _ Mulluri-Oracle Journeys
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Assign a task when the responses from the same questionnaire are different from each otherSummary: The client wants to allocate a task based on the responses from two different roles with the same questionnaire assigned to them. Question: Is it possible to as…
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Understanding the manual Archive and Purge ESS jobSummary: Please clarify how Archive & Purge, Archive, and Purge work for the manual ESS job 'Archive and Purge Journey Data'? Content (required): My understanding is the… -
Contextual Journey is not showing when Add Absence is clicked under the Me TabI tried configuring a contextual Journey Add Absence in our demo environment but it is not showing. Is there any steps I missed?
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SQL for Questionnaire Responses from Archived JourneysSummary: Does anyone have a sample data model they can share that would retrieve questionnaire responses from a Journey that has been archived? Content (required): Versi… -
Unable to Find Application Task in Journey for HR to Update Skills and QualificationsSummary: The requirement is: HR to be able to add Competency for the newly hired employee upon completion of Hire process. We want to create an onboarding Checklist to b… -
Hiding Journey from Assignee - My TasksSummary: Hiding Journey from Assignee - My Tasks Content (required): We have a journey that contains one questionnaire task that is assigned manually to select employees…
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We are unable to convert Journey to Read Only.Summary: Hi Expert, We are unable to convert Journey to Read Only Manager can view his subordinates Journey and take action, now we want to convert the whole Manager Jou…
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Token to get DFF value in Alert TemplateSummary: We have DFF to capture declaration for one of the task under Journey, Can you please let us know how to get them in the Alert template ? Flexfield Name: Person …
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Is it possible to trigger a checklist based on a missing gender/ethnicity value?Summary: We are in the prototyping process and one requirement from our client came up where they want to essentially trigger a simple onboarding checklist to update a w…
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Can letters also be integrated into a journey through 'Report' task type?Summary: Using Report Task Type can a letter be brought into a journey? I have entered the report path, but the document comes back blank. Is this due to it being a lett…
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Journeys additional tasks are also getting enabledSummary: Content (required): Hi , We have Created 2 configurable forms for probation Journey Created 2 DFF field with 4 values 1. 'Employee Confirmation' field- Confirme…
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Can we send notification to all representatives of the checklist once checklist is completed.Summary: Content (required): Can we create a notification in checklist in such a way that all performers get a notification once the checklist is completed. Version (inc…
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Checklist Task Status DefinitionsSummary: Definitions of task statuses found under: Setup and Maintenance Manage Common Lookups PER_CHECKLIST_TASK_STATUS Content (required): Hi All, Thought I would post…
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Seeded Alert Token for JourneySummary: Where can we find the list of seeded tokens that can be used in task-based alerts in Journey Content (required): We are creating a Task-based alert and would li…
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Cannot attach documents to onboarding checklist taskSummary: Content (required): Receiving the below mentioned error while uploading document as attachment in the checklist task. Version (include the version you are using…
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Can HDL Reopen Expired Journey Task?Summary: Can HDL Reopen Expired Journey Task? Content (required): We didn't setup expiry criteria properly so quite a few tasks got expired by mistake. Instead of manual… -
Not able to assign an onboarding checklistSummary: Content (required): Hi All, I have created an onboarding checklist template and not able to assign to the employee. Please suggest if anyone has faced this issu…
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Is it possible to reorganize on what tab a checklist should fall under?Summary: Our client is interested in reorganizing the checklist tabs, specifically for HR and line managers, so that their journeys are accessible under "My Journeys" in…
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Is there a way to limit who can view/update candidate update form in Journeys specific roles?I want to Restrict users to only view/update candidate update Form in journeys using specific roles.
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Worker details in taskSummary: Content (required): Greetings, I aim to provide guidance to non-tech-oriented performers on their journey, and I would greatly appreciate any advice or best pra…
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Automatically insert candidate specific offer comp detail into Journey document?Summary: Need help to confirm if anyone has found a way to insert candidate comp automatically into a document that is then used in Journey (with esignature). Content (r… -
A task to the department mangerSummary: Content (required): Good morning, My client needs a task performer to be the department manager of the worker. I want to use the line manager as performer but i…
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Solutions to journey needing to flow to various teamsSummary: Solutions to journey needing to flow to various teams Content (required): Hello We are attempting to create a journey for a returner to the organisation ( due t…
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Journey Task with Esignature - Can't change the font of the signatureSummary: We have an ask to change the font of the Esignature to a script style. We can see the change in BIPublisher but when we execute the document from the Journey, i…
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Ability to report on comments when Assigning a JourneySummary: Ability to report on comments when Assigning a Journey. Content (required): Hello I want to be able to write a report ( In either OTBI or using SQL) which will …
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Survey Checklist - HR NotificationSummary: HR admin will receive a notification after the Survey checklist is completed from Employee. Content (required): Hi Team, We have configured Survey Checklist and…