Onboarding
Discussion List
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Formatting options in Journeys for RedwoodHi Team, While testing for redwood UI Journey Template page, we encountered that the formatting options for the task details such source code and font changes are missin…
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Could you please let me know which Business Object is used for loading Nudge translations?Summary: We would like to use Nudges to send Journey reminders, and upon checking, Nudges is currently not supported by the translation editor. Could you please let me k…
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Wants to do the modification in Offboarding JourneySummary: Content (please ensure you mask any confidential information): I want to add the person number in the offboarding journey, but I need help finding the RTF to ad…
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Unable to find the "Pending Workers", "My Client Group - Pending Workers" Application Tasks"Summary: I am unable to find the "Pending Workers", and "My Client Group - Pending Workers" Application Tasks" while configuring journeys. Does it matter on the security…
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What is the way to create/add new subscriber?What is the way to create/add new subscriber, which can be used to store some additional survey related questionnaire
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State Eligibility Criteria using home location or work locationSummary: We have requirement to create Eligibility based on the States in US for checklist tasks. For example, the task needs to be assigned if the employee Work locatio…
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Onboarding Journey Email Notification for New HiresHi experts, Our business wants to send an email notification for a specific Onboarding Journey to all the new hires to notify them that this specific journey has been as…
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Unable to see the Category and also journeySummary: Hi Expert, As an employee, I am unable to see the Journey Category, and the journey is not showing under the journey section. Although we receive notifications …
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Ability to add Guided Journeys on Team Journeys tab.Summary: Currently I do not see any Page Property to add Guided Journeys on Teams Journey page in VB. When I navigating from VB page, there is an option on Journeys > As…
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Dual signatures task - case sensitiveHello, We have several onboarding documents that required dual signatures, one from the new hire and one from the recruiter. Currently, we have found that the dual signa…
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Fast formula compiled but offboarding checklist is not workingSummary: Fastformula is compiled but doesn't work as eligibility profile for checklist Content (please ensure you mask any confidential information): Hello, We've used b…
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Can a pending worker upload licenses and certificate to talent profileSummary: We have a requirement where a pending worker is supposed to upload licenses and certificates as a part of Preboarding . These licenses and certificates should t…
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Explore Journey - We are not able to see custom categories within the explore section as a employeeSummary: Enable employee to view Journey categories on the Explore tab Content (please ensure you mask any confidential information): When we access to the explore secti…
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how to fetch data from preceding task in a journeySummary: Business has a requirement where in task 1 what ever the feedback entered by line manager should be visible to employee in task 2 and emp has to acknowledge and…
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Required star like Journey QuestionnaireSummary: I have created a onboarding Journey for probation end process and included one questionnaire in task and one of the question require star like rating and it sho…
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Can we assign a Journey to a current and future manager?We have a requirement for an internal appointments journey that has tasks for an employees current manager (to collect assets) and the future manager (to arrange an indu…
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How to modify the embedded link name on "TaskActionRequiredReport" bip report ?Summary: How to modify the embedded link name on "TaskActionRequiredReport" bip report ? i changed the label in the rtf but then the link doesn't work.. Content (please …
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Is the "Checklist Welcome Report" available only when using the "Enterprise onboarding" ?Summary: Is the "Checklist Welcome Report" available only when using the "Enterprise onboarding" checklist category ? Content (please ensure you mask any confidential in…
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Send Custom Email from JourneySummary: Hi Team, We do have a requirement to send communication with pending during pre-onboarding Journey. Communication to be send from journey tasks. Is there any wo…
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Issue with Fast Formula Eligibility Check After Element Entry UpdateSummary: Hi everyone, I'm encountering an issue with a Fast Formula I’m using to verify the eligibility of an element entry for a specific task within a checklist, based…
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Auto update Task Due dateSummary: Hi, Is there a way to auto update the task due dates once the start date of new hire is postponed? Currently we have onboarding step that gets assigned when "hi…
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Issue in DocuSign Configuration - HCM Electronic Signature ConfigurationSummary: We have followed the below link to configure DocuSign for our customer with User name and password. However, during the recent time we faced a issue "You cannot…
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How to remove the on boarding checklist action buttons ?Summary: How to remove the on boarding checklist action buttons ? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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Can I add a new hire's name onto the Journey's Name?Summary: We are looking to incorporate the new hire's name into the Journey's Name. For example, Onboarding Checklist for (INSERT NEW HIRE'S NAME HERE). IS this possible…
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Assigned person checklist information onlyWe have requirement to fetch the particular person information only when we click on see document We created a Task Type- Report there we have mentioned the report path …
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Preview Checklist Task of Native Electronic Signature typeSummary: We have checklist tasks of Native Electronic Signature type and they are tied to Document Type - Recruiting. Now when the candidate completes the task and revis…
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View only access to offboarding joureny tasksSummary: I created specific role which is based on the "View Worker Journey" role and i need that some Non-HR employees will have view only access to the off boarding ta…
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Unable to attach report to Checklist Task Type ReportSummary: Receiving warning message 'You're about to save the task even though the report doesn't exist in the specified report path. Continue anyway?' when attaching the…
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HOW TO UPDATE/CHANGE ACTION REQUIRED EMAIL NOTIFICATION SUBJECT LINE FOR A JOURNEY TASKWe have configured Onboarding Journey task for new hires to complete/go through certain Task. And the Task is Manual Task and we have used processing mode as "BI Publish…