Onboarding
Discussion List
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Audit and Report:Summary: Hi Team, Do we have a functionality to audit the checklist as a HR, Example how many employees completed the checklist and how manys are due. Thank you! Content… -
Can't update translations within questionnaireSummary: Hi everyone, We need to translate questions and responses from a questionnaire we have for all new hires. We went to set-up and maintenance -> job application -… -
How can we send notification to the HR on completion of a "Checklist"Summary: We have a requirement to send notification to the HR or Payroll on the completion of a 'Checklist', not specific task(s). We have alert composer wherein we can … -
Best Practice to move a Task from Onboarding Checklist to Preboarding ChecklistSummary: If you need to remove a task from Onboarding Checklist to a Preboarding Checklist, what is the best practice when the task is associated with Document Records? …
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Primary Employee Assignment Only - Legal Employer eligibility not working in JourneysI have created two participant eligibility profiles (Legal Entity, Assignment Status, Person Type), one to be used at Journey level and one used at task level. For assig…
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Notifications are not triggering till Checklist tasks are completedSummary: Notifications are not triggering till Checklist tasks are completed. As per customer requirement until all checklist tasks are completed notifications should tr…
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User fillable PDFSummary: Hi everyone, Is there a way for pending workers to access fillable PDF forms, once they save or submit the form, it saves it to DOR after they're hired? I see e… -
Assigned dateSummary: We are experiencing issues where a future dated task is not assigning properly. When I assign a task to a user that is future dated the task is greyed out and t…
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Journy Checklist Access the Task not working as expectedSummary: When the Performer of the task receive the Journey notification, then click on "Access the Task", the performer is not being redirected to the task. Content (pl…
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can we delay journey notification by a day?Summary: Is it possible to assigned a task as soon as candidate reaches to action "pending worker" but task notification should trigger to candidate after one day? Conte…
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Onboarding Checklist without Pending Worker recordSummary: Hi Experts, Please advice on the below: At present we dont have ORC module , and planning to implement Onboarding Checklist. So what are the options we have --H… -
Tasks completed progress bar inaccurate.Summary: The progress bar under Others' tasks does not correctly reflect task completion. Content (please ensure you mask any confidential information): In my attached s… -
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Remainder onboarding checklist email notifications are going blankSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Can I restrict the Line Manager from accessing the employee's task?Summary: There was a task assigned to the employee, and the Line Manager was able to view and complete the task. Can I restrict the Line Manager from accessing the emplo…
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How to stop trigger journey notification if employee is terminatedHi Team, We have created onboarding journeys, but the employee never joined. Consequently, we terminated the employee due to a no-show. However, notifications for the on…
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Line Manager can't view worker's journeySummary: The Line Manager is unable to search and view one of her directs on the Assigned Journeys page. She was able to access and view her other direct's assigned jour…
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Pending worker.Summary: Hi Team, We want to assign the journey to pending worker. I have created the journey with the Action add pending worker. Task is assigning but I can't see the j…
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How to duplicate a Checklist Task in Checklist Templates configuration?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
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Is it possible to create an OTBI report for the questionnaires on an on boarding journey?Summary: Hi We have an On boarding journey with some questionnaire tasks. It is possible to create a report where we can visualize the responses of the workers? Thanks. …
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Is it possible for search bar for Assigned Journeys to show 'Search by Person Name or Journey Name'Summary: The search bar only prompts 'Search by Person Name', however it is still possible to search by Journeys since the profile option is set to allow both. Is it pos…
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HDL To Update e-Signature Task StatusSummary: Update Journey e-Signature Task Status to complete using HDL Content (please ensure you mask any confidential information): I am looking for an HDL Sample to Up…
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Token for Checklist TemplatesSummary: Hi all, I tried {DisplayName} token as below which worked. Similarly, I am trying to include "Projected Start Date" or "Hire Date" of the candidate. Please let …
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Native esignature errorSummary: Has anyone seen this error on a native eisgnature where the display name doesn't show, you can access the document but when you click Done you get the attached …
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Want LM to see their direct reports onboarding tasks under pending worker statusSummary: the performer is set to either LM or HR for onboarding tasks of employee but we want LM to receive a notification that the onboarding tasks under pending worker…
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Steps to Enable/Use REST API to Allocate Journey to Employee and Trigger NotificationSummary: Steps to Enable/Use REST API to Allocate Journey to Employee and Trigger Notification Content (please ensure you mask any confidential information): As HDL won'… -
How to auto assign journeys annually based on work anniversarySummary: Hi, We have a business requirement to auto-assign journey tasks based on work anniversaries or specific dates. Do we have any delivered functionality that we ca… -
Mass cancel old checklist tasksSummary: Hello - we have a ton of outstanding checklist tasks that are very old and we need to remove them. We are about to migrate to journeys and want to ensure a clea… -
Updated Start Date not reflected in JourneysSummary: When we update/correct a Start Date, the new Start Date is not reflected in Journeys; the old Start Date is still visible. Is there a way to ensure that the new…