Checklist
Discussion List
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Turn off/edit Checklist NotificationSummary: I need to edit, or possibly, turn off a checklist notification, but I am unable to locate it. I found the initial 'you've been assigned' template in Alert Compo… -
Capability of Using Photo in the notes section-Onboarding TasksSummary: Capability of Using pictures in the notes section-Onboarding Tasks Content (required): We have a task that says Upload Your Photo under Pre-day 1 checklist wher… -
Can We Mass complete the Checklist tasks using HSDLSummary: Hi We have a requirement , to mark few tasks in checklist to complete as a HR user using HSDL template . Can anyone please confirm if it is possible to mass com… -
Task Groups Unavailable for Enterprise Onboarding Step Type ChecklistsSummary: Hi, Is this expected behavior? I am able to leverage Task Groups for all Checklist Templates so long as the Checklist Template category is not Enterprise Onboar… -
Complete List of Tasks in onboarding check list are not getting allocated when processed using HSDLSummary: We have a requirement for allocating On boarding checklist using HSDL for Employees who are also loaded using HSDL. When we allocated checklist template using H…
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Journeys Survey Expired issueSummary: Hi Team, We have created survey and assigned to all the employees but the Survey is automatically expiring after 24 hrs from allocation date though I have not g…
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Creation of Sub tasks under tasksSummary: Hi Everyone! Is there any possibility to create a sub task under a task. ? For Example under the task "All Year/semester mark sheets" a sub task under that? Ver…
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Example onboarding JourneysSummary: I'm looking for good examples of onboarding Journeys. We are already looking at the seeded examples but are looking for best practices for specifically the inte…
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How can I include an Employee's Termination Date in a Journey Task?Summary: When a journey task is assigned to a performer, relevant information like "termination date" is not included. The only info provided is the Employee Name and Pe…
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Best practices for Journeys functionality adoption rate within organization?Summary: How to boost the completion rate of allocated journeys within an organization? Content (required): Hi All, Does anyone have any ideas/best practices on driving …
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How to report on e-signature tasks once the checklist has been purged?Summary: We have certain e-signature tasks where end users enter their display name against the verbiage of a task (Notes section) and want to know how can this data be … -
More than one person on a task for a JourneySummary: Is there a way to have a line manager on a task and send an FYI to another manager or department? The line manager is given a list of tasks yet those tasks invo… -
Unable to submit Journeys Survey - assigned employee HDLSummary: Hi Team, We were able to Assign the Journeys survey through HDL but in UI as an employee not able to submit the assigned survey and are facing the below error. …
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When a user loads an attachment to DOR through Journey task, can they determine To Date as well?Summary: When a user uploads a document through a journey task and that is associated with a Document Type. Is it possible to bring in the document records' TO DATE attr… -
Assign to Self and Start Journey easilySummary: Is there any plan to make it easier for end users to select a journey from the catalog and immediately start (i.e. open) it without first having to assign it to…
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Update Assigned Journey Attributes Based on Modified Journey Template did not update Task NotesSummary: For Preboarding journey we have updated the Task Notes of a task, hence we have processed the "Update Assigned Journey Attributes Based on Modified Journey Temp…
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Is there an HDL template to load Journeys checklists?Summary: I wanted to see if there was a template available to load Journeys checklist and tasks instead of having to recreate them in each environment. Similar to HDL te…
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How to make Journey Questionnaire feedback non-visible to othersSummary: I've created company specific off boarding (1) questions (2) questionnaire template (3) questionnaire. The Questionnaire is assigned to a checklist template and…
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Journeys Survey Template - survey Completion notificationSummary: Hi All, In Journeys survey template, can create completion notifications upon completion of survey. is this feasible. i don't see any specific option for survey…
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Journeys Survey template - Reminder NotificationsSummary: Hi All, In Journeys survey templates, Is there any feasibility to use the reminder notifications to follow up with users on survey completion. Please advise. Jo…
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Journeys Survey - Completion percentage % barSummary: Hi Team, How to display the Journeys Survey questionnaire Completion percentage bar in survey questionnaire UI and also 'save' button option. Please advise. Con…
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Contextual Journey for Change Local and Alternative Manager not workingSummary: Created contextual journey for Transfer, Termination and Change Local and Alternate manager for manager "My Teams". When I search for employees in Transfer and … -
Analytics Task Type vs. Report Task Type for Guided JourneysSummary: What is the difference between Analytics Task Type and Report Task Type when configuring a guided checklist template? Content (required): Hi All, Wanted to post…
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Do tasks added to the checklist from Task Library get refreshed with the updates at Task library?Summary: The common tasks for multiple Journeys were added to the task library and added then added to the specific Journeys.Later on, there were some notes were updated… -
What are the names for Journeys and tasks archive tables?Summary: We are creating audit reports that can be run on an ad-hoc basis. Content (required): Journey Name / Assigned Date / Tasks / Completion Date / Status (i.e. forc…
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What happens to completed and in-progress onboarding/offboarding checklist when journeys switched onSummary: Content (required): What happens to completed or in-progress onboarding/offboarding checklists, previously found in checklist/onboarding area of the system? Ver…
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Mass assign the Journey to employees - HDL templateSummary: Hi Team, Please share if you have any HDL sample template to mass assign the journeys survey to employees. Thanks, Naidu G Content (required): Version (include …
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Tasks created for Pending worker are showing as deferred until the Hire Date!Summary: We created an Enterprise onboarding journey and attached it to the Add Pending Worker action. The Journey gets allocated as expected but the tasks within the jo…
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Journeys Survey template Questionnaire - Department FilterSummary: Hi all, Is there any filter option to assign 'Journeys survey' Questionnaire to specific department employees only. Is there any department wise filter for jour…
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Configurable Form vs QuestionnaireSummary: What are the differences between using configurable form and questionnaire? Content (required): Hi We are wondering if there are any differences in using config…