Checklist
Discussion List
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We can't see Assigned Journey and Checklist Template into 25C PatchSummary: We noticed in 25C we don't have the Assigned Journey Tab under My Teams > Journey, we have Team Journeys and Organization Journeys, however is not retrieving an… -
Export Journey with attachments in the document taskSummary: Is it possible to export a Journey that has a task type Document and get the attachments to be exported with it? I have a Journey that has multiple tasks with a…
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Process to delete assigned journeysSummary: What are the options to ad hoc delete assigned journeys? Content (please ensure you mask any confidential information): As of 22A the Process HR Checklist and T…
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Journey Tasks Assigned to Manager - Delete using HCM Data LoaderSummary: We have a requirement to delete all the Tasks assigned to a Manager when a Journey assigned to his/ her direct reports. We are trying to delete the allocated ta… -
Organization Journeys: Unable to Search for Journeys Assigned to Pending WorkersSummary: We are experiencing issues with HR being unable to view journeys allocated to pending workers in My Client Groups → Journeys → Organization Journeys. Content (p… -
How to add a newly configured task to the already allocated checklists for employees?Summary: How to add a newly configured task to the already allocated checklists for employees Content (please ensure you mask any confidential information): We have an u…
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Is there a way to manually Reopen Completed Journey?Summary: Content (please ensure you mask any confidential information): Hello experts, as HR, we Reopened task for a completed journey. However, when the employee access… -
Reversed New Hires Conversion - HR still getting checklist task reminder emailsWe reversed a pending workers conversion to a hire and the HR coordinator is still receiving Reminder notifications to complete checklist tasks. There is no checklist fo…
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Can we add Person Number in the delivered alert composer notification for checklist?Summary: Can we add Person Number in the checklist alert composer notifications? Either in the subject line or body or both? As Without an employee code, it will be diff…
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E-Signature not showing on documentSummary: Employee is able to sign name, but signature does not show in document. Content (please ensure you mask any confidential information): Attached is our task set-… -
Is it possible to hide the "Journeys" tile under "ME" tab if no journeys are assigned to the employeHello Is it possible to hide the "Journeys" tile under "ME" tab if no journeys are assigned to the term employees I tried using the EL Expression #{page.variables.journe…
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Can you edit the Application Forms selected in the Application Task Checklist in Onboarding Journey?Summary: Under the Application Task category, there are forms to select, i.e. Personal Info, Contact, Info, Emergency Info, etc. Is it possible to edit the layout and ad…
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Journey - Checklist Category not UpdatedHello experts, We are having an issue with checklist category. We have tried to created a new checklist category in manage common lookups. Once saved we surfed to the pa…
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In contextual Journey, can we add more than one context and context actionSummary: Can we add more than one context and context action within the same contextual journey? We have enabled this for Me and Absence, and now want to apply the same …
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Journey not appearing under Me > My JourneysHello, We came across this issue fairly recently where when we try and allocate a checklist to a worker through the 'Allocate Checklists', for some reason it doesn't app…
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Journey Task Completion Criteria is not working for disability info in Personal DetailsSummary: Completion Criteria condition is not evaluating criteria correctly for Disability Info Content (please ensure you mask any confidential information): We are tes… -
Clarification on Dynamic Reassignment of Task Performer in Checklist After Line Manager ChangeSummary: Clarification on Dynamic Reassignment of Task Performer in Probation Checklist After Line Manager Change (25A / 25B) Content (please ensure you mask any confide… -
SQL Query for Journeys onboarding or offboarding checklist with questionnaireSummary: Please provide example SQL query to get the question and answers of questionnaire associated with Journeys onboarding or offboarding checklist. Content (please …
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How to use ENABLE_INCREMENTAL_LOAD_EVENTS to auto assign Journey to Pending worker created by HDLSummary: We got a heads-up from a forum that we could use ENABLE_INCREMENTAL_LOAD_EVENTS option (setting it to Y) and execute the trigger of Journey for Pending Workers … -
25D Update - 'Error response during RestAction' when viewing a journey task in ExploreAfter the 25D upgrade, when a HR Specialist navigates to Journeys > Explore > select a Journey > expands any Journey task, the task details do not load and the error pop… -
I am unable to assign a checklist in bulk that is under the Survey category.Hi Team, I want to assign a checklist under the Survey category to employees in bulk. However, we are unable to allocate it using HDL or the Postman REST API, while bulk…
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Start Journey Link in Default Notification Does Not Navigate to Journey PageSummary: Under Journey Setup → Journey Template, I have configured a journey checklist template for offboarding. In the notification settings, I selected Content Type = …
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Can On Boarding Journey Tasks be allocated based on recruiting typeSummary: Candidates are hired based on specific recruiting types, is there a way to trigger a specific task only for candidates (PW/ Employees) who were hired on specifi…
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Checklist Task Type Report - Unable to attach 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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Journey Task email is missing documentHi, We have journey task of document type which gets triggered to the terminated employee's home email address. The email is going fine to the home email address but it'…
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OTBI - checklist template and task details reportSummary: Content (please ensure you mask any confidential information): Hello Team, We have a requirement to generate an OTBI report that provides a list of all the chec…
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Embedded Application Task Demographic Info Permission ErrorSummary: I am implementing Onboarding Journeys and add one Embedded Application Task which is Demographic Info , when I am trying to test it is showing error 'Sorry, you…
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The second of two enterprise onboarding checklists is not being triggered.Summary: Hi experts. I am working on creating an enterprise onboarding checklist which uses 2 enterprise onboarding step checklists, "Before First Day" and "First Day". …
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"Enterprise onboarding" Category is no longer recommended when using JourneysHi All, Currently we are in 24D and moving to 25A in April'2025. We have learned that after 25A, Checklist Templates are moving to Journey App. Regarding "Enterprise Onb…
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Displaying questionnaire's answers in a JourneySummary: Hi, we have created a Journey with two task and two different performers. We need that the second performer sees the answers given by the first performer in a q…