Onboarding
Discussion List
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Onboarding journey - task that links to specific articlesHi we want to create an application task type that refers to a specific knowledge article. is it possible? Thanks Regard Francesca -
Where to find the history of the nudges triggered for journey not completedSummary: We have an onboarding journey, and nudge for reminding the employees when the journey is not completed. Is there any way to check the history to know how many r… -
Eligibility profile based on Department treeHi everyone, for our client we need to configure an Eligibility profile based on Department tree, specifically: We need that a journey task is triggered for the Departme… -
How to Setup the Offset and Delay for Pre-onboarding Journey?Summary: We are struggling to figure out how to setup the offset and delay for pre-onboarding journey. Content (please ensure you mask any confidential information): On … -
Unable to find details in FYI Checklist Task NotificationSummary: Hi Team, We are getting the FYI notification through Email for the Checklist tasks. But there are no details available. Content (please ensure you mask any conf…
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Unable to find details in FYI Checklist Task NotificationSummary: Hi Team, We are getting the FYI notification through Email for the Checklist tasks. But there are no details available. Content (please ensure you mask any conf…
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Journeys restricted access to Line ManagerSummary: Although we have tried in restricting the Line manager accessing any Enterprise onboarding or other categories of journeys at display settings and security leve…
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Is it possible to change the subject of Welcome Email in Journeys?Summary: We have a requirement in which we have customised the seeded ChecklistWelcomeReport to update the content of the Welcome Email to the new joiners. We are requir… -
How to manage Job Offer after Move To HRHi Team! I'm writing you to receive support in order to manage as well as possible a client request. The client wants to manage the Job Offer after the preboarding is tr… -
Done option is disabled in journey. Can I know why this is happening?Done option is disabled in journey. Navigation: MCG → Termination. -
Sample SQL for Native Signatures on JourneysSummary: How could I create a query to display the below so they pull into the parameters along with the required information for each RTF? We also want the physical sig… -
how to change Guided journey color buttonHi everyone, is it possible to change the Guided journey color button? Regards, Maria
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Can we Allocate Child checklist B tasks after completing Checklist AHi Team, We have a requirement as below Consider we have two Child Checklist 'A' and 'B' in a Master Checklist. Can we make the Checklist 'B' tasks allocated to staff af…
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Checklist Template display settingsSummary: Checklist Template Display Settings We have the need to update few default display settings for the checklist templates. currently, we are updating the display …
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Is it possible to hide the Journeys of Onboarding Category for Employees under Explore OptionSummary: Me > Journeys > Explore here we need to hide the Onboarding category Journeys Content (please ensure you mask any confidential information): Version (include th…
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Can we convert Journey into PDF document and move to DORSummary: Hi Team, Journeys that in Complete or InProgress status can be converted to PDF and store in worker DOR ? Content (required): Journey to be converted to PDF Ver…
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Journey Tasks - How can we capture if an employee refuse to sign a policy?Summary: We are currently facing an issue with union employees regarding unsigned policies. Many employees leave the journey task in an initiated status without completi…
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Probationary Review Task- Onboarding ChecklistSummary: Probationary Review Task- Onboarding Checklist Content (please ensure you mask any confidential information): As part of the employee's Onboarding Checklist the… -
insufficient privileges for tasks in things to finishSummary: We have had some users report receiving error messages when trying to access journey tasks through the Things to Finish section. No error is encountered when ac… -
How to show a Pending Worker only if has completed the preboardingHi team, is it possible to show the list of pending worker displaying only those have completed all assigned tasks of preboarding? Have you experience on managing this? …
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How to enable access to the attachments by previous task performer to next task performerHi, How to enable access to the attachments by previous task performer to next task performer? We have a requirement in onboarding checklist where the documents attched … -
Is it possible to add a video to a task without it being stored on an external platform?Today we have the possibility of adding a type of video task by integrating a URL, but how can this work if the video is stocked on our computer, for example? The docume…
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Seeded and custom notification sent for a performer from alert composer.Hello, We have a requirement to notify the performer (Employee) when one of the onboarding journey tasks is assigned. We have created our custom notification in 'Event A…
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Allocate Journey Annually without any Action/EventSummary: Allocate Annual personal information journey for more than 1000 employees every year. Requirement to trigger a Journey for all employees not based on actions/ev… -
How to terminate the journeys for inactive employeesSummary: We cannot assign new onboarding journeys to rehires because existing in-progress journeys are still associated with inactive employees. Do we have any processes… -
Checklist is not allocated automaticallyChecklist is not allocated automatically whenever a pending worker is added or when a employee is hired/rehired. But when manually allocating the checklist, it gets assi…
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Capturing California Meal Waiver Selection & Flow to Downstream ApplicationSummary: We are trying to find the best way to provide California employees with the required Meal Waiver form and capture their section (to waive or not waive their bre…
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Unable to see the journeySummary: Hi Team, We have new instance and I have done the setup for checklist and also enable the journey. We are facing 2 issue Journey notification not showing in bel…
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Wrong Journey Launching despite Eligibility ProfileSummary: We have 3 onboarding/preboarding journeys with the same action triggers, but all have different Eligibility Profiles. Our recent one created for providers isn't…
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Difficulties accessing a Journey task that was assignedHR Representative has difficulties accessing a Journey/tasks assigned to her. Concrete examples: Journey: Preboarding working students/ temporary staff She has not recei…