Onboarding
Discussion List
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how to make worker category as a mandatory fieldSummary: When converting Pending worker ( My Client Groups>Pending Worker>Convert) in employment details worker category is optional field. How can i make it mandatory t… -
Feasibility to check if we can display the Notes of the checklist's task in"Completed Tasks" viewSummary: Feasibility to check if we can display the content/Notes of the checklist's task in the "Completed Tasks" view under the "Allocated Checklists" option Content (… -
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… -
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… -
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… -
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… -
Incorrect Start Date But Hire Date Is Correct?Summary: Over the last few months I have noticed that new hires will have the correct hire date but their start date is incorrect. Start Date can be viewed by employees … -
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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. … -
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… -
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… -
Best way to request gender information via Journeys task?Summary: Hello, My company is looking to collect gender information from newly hired employees via Journeys task as part of onboarding. Does anyone have something simila… -
Alert is built based on action_code = 'HIRE' but still alert getting triggered for 'Global Transfer'Summary: I have built Alert based on action_code = 'HIRE' on the 20th and 40th day after joining, but still employee getting 20th and 40th day notification after complet… -
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 … -
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 … -
Using On/Off Boarding RestrictionsSummary: Onboarding task restrictions appear to be limited to Region & Location (tied to one another) and Division & Department (also tied to one another). I need to fin…Monica Nagasuye 11 views 2 comments 0 points Most recent by Monica Nagasuye Taleo Business Edition (TBE) -
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… -
Can I still report out on the Onboarding processes that are automatically deleted?Summary: We were recently informed that there is a setting within Transitions configuration that automatically deletes completed and cancelled processes after a set time… -
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… -
Change Pending Worker Start date, Onboarding Start Date in Emp Info Doesnt change?!Summary: Content (required): So we have had a pending worker start date that need to be changed by 1, we have edited the pending worker and this has changed to the new s… -
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… -
Can journey be triggered based on eligibility profile without configuring action codeWe have a requirement for a journey to automatically assign to the first time managers(who have their first direct reportee) but it shouldn't be triggered based on Actio… -
Allocation of Enterprise Onboarding Step - Change in Start DateSummary: What is expected behavior to allocate an Enterprise Onboarding Step when there is a change in Start Date Content (required): In our scenario, we have two Steps … -
Task Owner access to Onboarding Checklist tasksContent We have different AORs setup like HR Assistant, Department Admin, Recruiter etc. The requirement is that only the task owner should be able to access all the tas… -
Document upload for future hire - FYI Line ManagerSummary: How can we send FYIs to Line Managers for their future employees DOR uploads? Content (required): When the employment contract is uploaded to the employee's DOR… -
Convert BI Report based template to PDF and serve to EmployeeSummary: Convert BI Report based template to PDF and serve to Employee Content (please ensure you mask any confidential information): Convert BI Report based template to… -
ORC - active applications not visible?Summary: After the 23D drop in our TEST environment, we noticed that we are unable to see Active Applications in the Requisition. Navigation: My Client Groups>Hiring>Sel…alex.attfield 238 views 4 comments 0 points Most recent by Priyanka Agarwal Human Capital Management