Onboarding
Discussion List
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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 -
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… -
Journey Assignee First Name in Manager NotificationSummary: Journey Assignee First Name in Manager Notification Content (please ensure you mask any confidential information): Hi, When journey task is triggered for a empl… -
During global transfer two checklist is getting allocated.Scenario - Employee is transferred from Singapore to Malaysia. Expected Behaviour - Only Malaysia Checklist has to allocate to the employee. Actual Behaviour - Both the …
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Is it possible to remove the title from Journey?Summary: Is it possible to remove the title 'Jornada de Admissão' from the Journey page? Best Regards, Victor. Version (include the version you are using, if applicable)… -
On-boarding vs Enterprise Onboarding journeySummary: Content (please ensure you mask any confidential information): Hello, Whats the difference between On-boarding vs Enterprise Onboarding journey category ? Can s…
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Query to get data of assigned person checklist information only.Summary: If the checklist is assigned to David and the line manager has filled in information for David's checklist, after the HR Specialist opens the checklist for Davi…
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Previous attachment after "Reopening" a taskHi team, I need your support to better understand the "expected behavior". Let me better explain my trouble: If a pending worker attached some files in the "Manual Task"…
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Checklist Template - Task Level Display SettingsSummary: Checklist Template - Task Level Display Settings There are few task properties (attachments, comments … ) that we would like to hide all the time in all the tas…
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Track Checklist Welcome Email notification being sent to candidatesSummary: When an onboarding journey is assigned to candidates, Checklist Welcome email is being sent. We would like to track & retrieve the list of all candidates who re…