Checklist
Discussion List
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Automatic checklist assignmentSummary: Content (required): Hi everyone, we are implementing the onboarding module for a client. In this regard, we were asked if it was possible for a particular count… -
How to restrict Document Type in ME, MY Team and My Client Group which is created for Checklist PurpWe are creating a New Document Type to be used at Task Level, but this document type is also showing in ME, My Team and My Client Group while adding the new Document of … -
Application task for the line managerContent (required): Hello, I would create a new performance journey with employee tasks and line manager tasks. I can create a first task (application task -> Performanc…
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Journey flow configurationSummary: Content (required): Hello experts, we are configuring Journeys and some tasks are assigned to HR Representative. In case we have more than one HR Representative… -
Expire box appearedHello, in the checklist tasks, two new mandatory boxes have appeared on tasks already set up and also when creating a new task. These boxes are "Expire" and "Days". How …
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We have alerts for Incomplete tasks. But do we have an alert for an 'Incomplete Journey' ?Summary: We have alerts for Incomplete tasks. But do we have an alert for an 'Incomplete Journey' ? Content (required): We have a requirement to send the checklist perfo…
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Journey Configuration - "archive after months" and "purge after months"Hi, I would like to know what is the difference between archiving and purging a Jouney? Where is the journey moved once archived? Thanks for the support, Mara
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Is there a maximum amount of days for Task Expiration?Summary: Is there a maximum amount of days that the Task Expiry field can be set to in a task? Content (required): This would be helpful to know if there is a limit for … -
How can i activate task notification before the activation of taskSummary: We have a business case where we need to start sending notifications of the journey tasks to the performers prior to the start date of the task. In more details…
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Recruiters task in Onboarding JourneySummary: Is there a way an onboarding journey task can be assigned to the Recruiter? Content (required): We have a requirement where Recruiters have tasks to perform in …
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Making sexual orientation and gender identity available to pending workers pre hireSummary: We need pending workers to be able to edit/provide sexual orientation and gender identity as a task in the pre hire onboarding journey Content (required): I hav…Elizabeth Docherty 26 views 1 comment 1 point Most recent by BogdanFarcasanu-Oracle Human Capital Management -
What is the token to add/put Task Owner work email address in Onboarding Checklist NotificationsSummary: What is the token to add/put Task Owner work email address in Onboarding Checklist Notifications Content (required): Version (include the version you are using,…
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Archive and Purge field have become mandatory on Journey Details pageSummary: Archive and Purge field have become mandatory on Journey Details page after 23B Legislative patch in our lower pod. Content (required): Archive and Purge field … -
Pending worker not able to see the assigned journey in "My Journeys" but can see tasks in "My Tasks"Summary: Pending worker not able to see the assigned journey in "My Journeys" but can see tasks in "My Tasks" Content (required): Hello, My pending worker, who has the s… -
Related to offboardingSummary: Is it possible that the tasks for employees get triggered once the termination and resignation is submitted before the approval ? In my case i have used Resigna… -
Unable to initiate checklist task using hdlSummary: Content (required): We need to upload bulk data for initiating a checklist task for users. But currently we are facing challenge since the template is getting l…
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Journey Allocate 2 days before Probation Expiry DateSummary: Hi, My aim is to trigger the checklist 2 days before the employee probation End date. I have configured as below. Is there any issue with the configuration? No …
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Task Expiry attribute is made mandatory and shown on the task details page from 23BSummary: Task Expiry attribute which use to be available under "Notifications and Reminders" tab earlier is moved to task details page and is a mandatory attribute from …
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Supported Vendors for E-signature IntegrationSummary: Hi All, A part from DocuSign, do we have any other vendor that supports e-signature integration? Thanks Shiva Content (required): Version (include the version y…
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Journey Task Eligibility based on Descriptive Flex Field in Position of employeeSummary: How to make a Journey Task Eligibility based on the Descriptive Flex Field value in the Position of the new employee? Content (required): We want tasks in our O…
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Reassign Journey new manager automatically when there is a manager changeSummary: Reassign Journey to new manager automatically when there is a manager change Content (required): We have a requirement if the journey is pending with the curren…
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What privileges/roles are needed to be able to create Checklists for Journeys?Summary: We have HR generalists that need to create Checklists/Journeys. They currently cannot create them with the access they have, so wanted to know what privileges/r… -
Restricted visibility to actions on Journeys based on Area of ResponsabilitySummary: Content (required): Hello experts, We were wondering whether there is a possibility to restrict the access to the actions of Journeys and Journeys' Tasks (as De… -
Checklist's Questionnaire AttachmentSummary: We had created a questionnaire and allowed employees to upload their file. Content (required): Besides going into the checklist/task itself to download the atta…
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Able to perform a task by admin user who is not the performer/owner of the taskSummary: Hi Team, Is there a way where admin user can be given access to perform the task when he/she is not the performer/owner of the task? If so, could you please let… -
What is the token to add Person Number to the Alerts Composer Task completed notification?Summary: As multiple people can have same anme, client wants to add Person Number to Task completed notification. What taoken can be used for that in journeys. Is there … -
Is it possible to trigger a Journey assignment basing on Document of Records?Summary: Content (required): Hi, Is there the possibility to set as the triggering event of a Journey the upload of a document in the Document of Records employee's sect…
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Journeys - Assign Journey via HDL - "Checklist ID is invalid"Summary: Requirement to assign Journey to large number of employees. Most viable option available currently looks to be via an HDL. However, we are encountering issues w… -
Journeys : How can we assign a Task in the Journey to different performersContent: Currently a Task in journey can be assigned to either Worker, Line Manager, AOR & to specific users. Can we assign the task to some other performer like Line Ma…
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Journeys : Employee need to reopen a Task in the JourneySummary: We have the requirement to allow employee to Reopen the completed Task in a Journey either in Progress or already completed. Version (include the version you ar…