Checklist
Discussion List
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Task Notes are not updating for Assigned Journeys even after running the ProcessHi All, We have Journey with 7 Tasks with in it and the Journey has been assigned to several Employees and Assigned Tasks are in-progress. While Assigned Tasks are in-pr… -
Re-assin option shown even its marekd as hide for performerSummary: Hello Team, I have one checklist template for offboarding which includes around 20 tasks and all of them are manual so first 10 tasks go to employee line manage…
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Not allow employees to delete attachmentHi, How can we not allow the employee to delete the attachments upload in document type even if he has to be allowed to update the document type? Thank you Maria
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Can you change the order of Onboarding notification emails?Right now when tasks get assigned for Journeys, they all get emailed/notified at the same time. For example, if a Journey has 6 tasks, the user gets 6 emails all at the … -
Automation of Job Requisition Creation via Contextual JourneySummary: Dear Team, Great day everyone! I am seeking your guidance to achieve the below request. As you know, we can use a Contextual Journey with multiple tasks, checkp…
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Employees see the Explore tab, but no Journeys appearHello, We have enabled Assign Journey to self, configuration in advanced tab of Journey Template. Employee has all the below listed privileges but still cannot see Journ…
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How can you download the answers to a questionnaire in use in a Journeys task?Summary: How can you download the answers to a questionnaire in use in a Journeys task? Content (required): At the end of completing a questionnaire used in a Journeys t…
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Issues reporting on Checklist answers since 25DSummary: Has anyone else seen issues reporting on Checklist answers since 25D upgrade? When we try to run any OTBI reports to pull answer responses from Checklists it ju…
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Action Resign from Employment is automatically changing in Contextual JourneysSummary: I am trying to create a contextual Journey for Resign from Employment Action but after selecting and saving the action in General tab it's automatically changin… -
How are companies storing preboarding requirements for a pending workerSummary: Hello - We are in the process of moving from Taleo Transitions to Journeys. A core theme we are trying to understand is how track requirements a person needs in…
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Journey - the view preceding task is not appear 25CSummary: There are two tasks handover for employee and review handover for manager, but the manager cannot see details for employee task.
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Can an AOR assignee edit person profile for another person within journeysSummary: Hello - Within journeys, there is an embedded task type to allow a worker to edit various elements of their person profile within the journey task. Being able t…
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Area Of Responsibility Not Assigning Tasks correctly For Pre Onboarding JourneySummary: We have Requirement to Create Separate AOR for HR Team New Hire Journey task to be assigned based on their Department To Fulfill this Requirement i have created…
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Summarized Task List Layout Side Menu ColorSummary: The side menu is not respecting the color scheme of the environment. Is there any possibility to change the side menu color? Content (please ensure you mask any… -
Checklist allocation notification not triggered for employees hired through 'Hire an employee' flowSummary: Hi Team, We have a requirement to hire employees using the “Hire an Employee” flow. Ideally, the onboarding checklist notification should be triggered via the b…
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Journey task (Learn enrollment) - "An error occurred while loading the content from content server"I am having an issue with the learn enrollment task type in an Onboarding Journey. When the employee tries to access the learning content from the Journey, they can clic…
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While export/import journeys - translation is not getting imported from one instance to anotherWhile export/import journeys from one instance to another , translation is not getting imported .Only English version of task details and notes are getting imported but …
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Getting error while adding the task to existing journey by using HR Analyst roleSummary: Getting error while adding the task to existing journey by using HR Analyst role Content (please ensure you mask any confidential information): Version (include…
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Journey not tied to assignment - ChallengesSummary: Hi, We have an Exit Journey configured and it's triggering to employee when a termination is approved. Now when we want to run reports with the responses down t… -
Attachments in Journey or Checklist tasks - what is the file size limit, supported file types.Summary: Hi, We have several tasks in our checklist that needs the user to upload files (attachments) that will eventually go to the Document of Records. Can you help me…
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How to show employee workforce structure and other details to owners or performers of the task.Summary: We have a client requirement wherein there are certain employee workforce structure and other details which they want to show to the owners and performers of th…
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Promote option is not showing up in the drop down for application task.Summary: Promote option is not showing up in the drop down for application task. We are trying to create application task for Promote but in the dropdown the promote opt…
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Journey emails are not getting to Pending WorkerSummary: We have a requirement to config preboarding Journeys for pending worker. Once candidate move to HR from ORC, pending worker record is getting created and also a…
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How to use HDL to complete Journeys and create DORsHello experts, I'd love to understand how to complete an allocated task with HDL and still have the printed report uploaded in document record automatically. We setup a …
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Looking for Examples of High‑Quality Alert Templates (Journey Assigned, Task Assigned, TaskReminder)Summary: Hi Everyone, We're currently enhancing our Journey notifications and moving more of our onboarding experience into Alerts (rather than BI Publisher). I’m starti…
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Offboarding journey task assigned to wrong Area of Responsibility from old company assignmentSummary: We use Area of Responsibility (company based) as performer/owner in Offboarding Journeys.An employee had an old assignment in another company with a different A…
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Journeys welcome text setting not displayedSummary: Journeys welcome text setting not displayed Content (required): Hello I'm configuring a Journey and entering the welcome text, but when the Journey in assigned …
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Checklist Task- report path not rendering specific employee's answersSummary: I created a report DM and added the parameters- see screenshot below. When LM opens the task in journeys and clicks to view the report with employee's reponses;…
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2 step task- Employee Questionnaire and Manager AcknowledmentSummary: I created two tasks: one for the employee to complete a questionnaire, and a second, sequential task for the line manager to electronically sign to acknowledge …
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When a task is re-opened, need to add a reason why is task being reopened and reassignedSummary: PW completes a task in the journey. Line Manager has the option to reopen the task which triggers a notification to the PW worker to complete the journey task. …