Checklist
Discussion List
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How can recruiter view all Assigned Journeys under 'Assigned Journeys' tabSummary How to view all assigned Journeys under 'Assigned Journeys' tab when we filter by 'Organization' in Reports filter chip. Content (required): Currently, when we f… -
What is the difference between "Checklist Name" and "Checklist Template Name" in OTBI?Summary: Hi All, Does anyone know the difference between "Checklist Name" field and "Checklist Template Name" field in OTBI's Workforce management - Checklist Real Time …
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Guided Journeys - enablement failingI’ve carried out steps in order to enable Guided Journeys. However, currently unable to get this working. Grateful if anyone can spot anything that I may have missed. On… -
Duplicate checklist notificationsSummary: Duplicate checklist notifications Content (required): We are getting same checklist notification from vanity email and from BIP as well, did anyone faced this i…
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Auto Allocating Concurrent Enterprise Onboarding JourneysSummary: Trying to see if HCM can handle auto-allocating a 2nd Enterprise Onboarding Journey while another one is in-progress. Content (required): Here is the scenario. …
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Default type in DFF is not reflecting.Summary: Hi, We created one Checklist DFF (Mobile Number) and added Default type as "constant" and added default value to it. we deployed it and assigned journeys to can…
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Can I report on the completion of mandatory tasks in a journey?Summary: How to report on the completion of the mandatory tasks in an onboarding particular journey. Content (required): We have an onboarding journey in place with a mi…
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What happens to checklist task performers/owners when performers/owners are terminated?Summary: Hi, What happens to checklist task performers/owners when they are terminated? I thought I had seen an idea previously to ensure the tasks were appropriately re… -
Significance of "Archive" and "Purge" on Checklist Template configuration?Summary: Hi All, When configuring a checklist template - under the "General" tab, we have two settings available: 1) Archive After Months: Indicates the duration after w…
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Change the default selection for 'Reports' in Assigned Journeys Landing PageSummary: Change the default selection for 'Reports' in Assigned Journeys Landing Page Content (required): we want to change the default from 'Direct reports' to 'Organiz…
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Is it possible to assign a Task to Project Manager as defined as Second Manager in AssignmentSummary: We have a scenario where we need to route a Task to the Project Manager as defined as a 2. Manager in the Assignment. Currently it's only possible to assign a T…
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Change the journeys landing page default to 'Explore' tab and category to 'Onboarding'Summary: Personalization using VBCS Content (required): Hi Team, Need your kind help. Using VBCS, i want to ensure that when HR login to HCM and go to Journeys, couple o…
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Change the journeys landing page default to 'Explore' tab and category to 'Onboarding'Summary: Personalization using VBCS. Content (required): Hi Team, Need your kind help. Using VBCS, i want to ensure that when HR login to HCM and go to Journeys, couple …
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Journey image gradientSummary: Hi All, We have built a Journey in Checklist Templates and wanted to load our own company image into the background. We have been adding a background image usin…
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Is journeys able to be searched and allocated by an employee yet?Summary: Im looking at the documents and cant see if the ability for an employee to search and allocate a journey to themselves is released or available yet. This is aim… -
Assign Journey to Directs - Checklist IneligibleSummary: We are trying to assign journey to directs, but we are receiving the error "checklist ineligible" and the journey doesn't assign. Any ideas? Content (required):…
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Error: The template definition wasn't imported because it's invalid. (HRC-1035642)Summary: We are getting this error message while trying to import a Journey from one environment to another or to the same one. Content (required): We have a Journey con… -
Can the Explore page of Journeys be customized?Summary We have several journeys on the explore page that are organized into categories. We can't figure out how the landing page for each category is organizing the Jou… -
onboarding / enterprise on boarding with no tasks --> notification is not jumpingSummary: hi i want to just sent a mail to the pending employee that soon will be starting his onboarding process it suppose to be only mails with no tasks but when i cre…
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Can you restrict the Reassign functionality in Journeys?Summary: We just found out that our Onboarding Admins are able to reassign tasks within a Journey to anyone they want to, even people who are not in same hierarchy or wh… -
How to 'Mass Assign Journeys' based on eligibility profilesSummary: We are trying to mass assign journeys based on eligibility profiles. When using the mass assign journey process the Activity LOV is blank. Content (required): V…
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Checklist is not allocatingSummary: We created a checklist based on simple eligibility profile (me). I'm able to explore but when i assign the task to myself nothing happens. It's not erroring out…
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OnBoarding Journey: Error when Line Manager tries to access application taskSummary: Error when Line Manager tries to access application task Content (required): When a line manager tries to access application task type, an error that reads "You…
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Journeys Dashboard - PurposeSummary: Content (required): When you configure the Enterprise Onboarding checklist you have an option to configure a dashboard. I'm curious what the purpose of this is.…
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Is the .ics file downloaded from the Performer Task able to be modified?Summary: Is the .ics file downloaded from the Performer Task able to be modified? Content (required): Is the .ics file downloaded from the Performer Task able to be modi… -
Automatically allot Journey for a person with logic like Probation End date - 7 daysSummary: Automatically allot Journey for a person with logic like Probation End date - 7 days Content (required): How to achieve this? Automatically allot Journey for a …
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What does Title & Text control in "Message" tab in Journeys?Recently, we've been looking at a few different ways to modify and enhance our Checklist/Journey notifications. We've found however, that we're lacking an understanding … -
Can Update assigned journeys process update task performer?Summary: Can a task performer be updated automatically post checklist assignment via Update assigned Journeys scheduled process? Content (required): Hi all, I am seeking… -
Trigger Survey Checklist Automatically for TouchpointsSummary: Trigger Survey Checklist Automatically for Touchpoints Content (required): Hi team, I am having difficulty in understanding how we can automatically allocate pu…
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When Using Advance Task Type, can you use 2 of the same type of tasks?Summary: When Using Advance Task Type, can you use 2 of the same type of tasks? Content (required): I would like to set up an Advance Task Type with 2 external URLS. I s…