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Journeys
Discussion List
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Journey checklist are not displayed in sequenceSummary: Journey checklist are not displayed in sequence Content (required): I created checklist (Enterprise onboarding steps in Enterprise onboarding with Add Pending w… -
What is the Configurable Form in Journeys, and how to create that?Summary: Trying to understand the Configurable Form in Journeys, and how we can utilize it for tasks. Content (required): Version (include the version you are using, if … -
How to update Journey's due date dynamicallySummary: We have a requirement, where for Off-Boarding Journey(Separation Journey), we need to set the target completion date for few tasks as Pay period end date. How t… -
Is there a way to perform personalization on JourneysSummary: Is there a way to perform personalization on Journeys Content (required): Is there something similar to Page Composer for Journeys? I understand that Journeys w… -
Is there a way to perform personalization on JourneysSummary: Is there a way to perform personalization on Journeys Content (required): Is there something similar to Page Composer for Journeys? I understand that Journeys w… -
Journeys - An HR cannot see Journeys completed/assigned in the past by its employees by another HRSummary: Content (required): Hi team, I'm new to journeys and I'm trying to understand how it works. I have noticed that people who were not HR rep at the time the journ… -
Journeys - Assigned Journey - Work Location or Business Unit?Summary: Is there an option to add location information on the tiles/cards in Journeys underneath the position name? Content (required): Do we have the option to enable … -
Journeys - Assigned Journey - Work Location or Business Unit?Summary: Is there an option to add location information on the tiles/cards in Journeys underneath the position name? Content (required): Do we have the option to enable … -
Journeys: Onboarding Tax Forms and Direct DepositSummary: Easier way to complete tax forms and Direct Deposit Content (required): We have just launched onboarding through Journey's and our employees are having a hard t… -
Action to use for Off BoardingSummary: Off Boarding Journey only when the worker "left" the company Content (required): We created a Off Boarding journey using the Action "Termination". The problem i… -
Resctrict Access to Checklist for Line Manager that are also HR of a personSummary: Content (required): Hi team, I would like to know if it is possible to restrict access to a checklist for a Line Manager that is also the HR Rep of an employee.… -
Is there a way to reassign checklist tasks still awaiting allocation?Summary: Is there a way to reassign checklist tasks still awaiting allocation? Content (required): There are instances that a requisition line manager changes upon hirin… -
Only HR Specialist How Assigned Journey Can see Questionnaire ResultsSummary: All HR Specialists should be able to see Questionnaire Results Content (required): Task Display Properties are set to: Task Property>Task Access>Hide from Line … -
Send notification on checklist allocation not visibleContent (required): Send notification on checklist allocation is not visible under the Display Properties of checklist in Production. The same option is visible in our T… -
How to update the employee location in assignment after all Journey Tasks are completed?Summary: I want to update the Employee location in assignment once all tasks are completed in Journey. Do we have any feature like that in Journey to update the value in… -
Journey eSignature getting error while eVerify the documentSummary: I'm getting the below error while trying to e-verify the document by using display name and email option Your name must be exactly the same as the name availabl… -
How to set a picture for a journeySummary: We would like to set custom picture/photo to each journey that is different from the predefined pictures Content (required): Till now I haven't found any config… -
Employees and Line Managers seeing My Client Groups after enabling JourneysSummary: I have enabled Journeys in our TEST environment and have noticed that our Employee and Line Managers now also have access to the My Client Groups tab. Content (… -
Creating new Application Task for ChecklistSummary: Content (required): Is it possible to create new Application Task to use it with Checklist Tasks. For example we want to create a task for the Contracts Admin t… -
Creating new Application Task for ChecklistSummary: Content (required): Is it possible to create new Application Task to use it with Checklist Tasks. For example we want to create a task for the Contracts Admin t… -
How to grant candidate access to the onboarding tasksSummary: How to grant candidate access to the onboarding tasks Content (required): Hi, as per our client request, we created an onboarding process which includes tasks t… -
Checklist eSignature Validation change possibilitiesSummary: The format for eSignature in our onboarding tasks uses . Is there a way to change this format? Content (required): We would like to change this to not have such… -
How to add long instructional text on document of recordsSummary: I need to have a long instructional text for a specific document of record, and I can't figure out how. Content (required): I have tried using page composer to … -
How to configure onboarding tasks related to different ActionsSummary: How to configure onboarding tasks related to different Actions Content (required): Hi, our client asked us the following request: they would like that the onboa… -
Mask Allocation of Checklist and TaskSummary: Content (required): Hello, We have created a checklist and a task within the checklist and now we want to mass allocate it to the employees. We tried loading th… -
Are journey can be auto triggered like Check list?Summary: When configuring journey there is no Action to pick from , so does it mean Journeys can also be assigned manually? Is it possible to enable all the options we h… -
Task sequence issue in Journey.Summary: Task sequence behavior is different for My Journeys and My Tasks. Content (required): As per set up, sequence is coming as expected under My Tasks but not under… -
Deeplink checklistHello, everyone, we would like to create a deeplink that sends directly to the user's checklist, perhaps using the person_id or any other field, in addition to the exist… -
Text/Source Editor Best PracticesSummary: Challenges with formatting the notes section for tasks Content (required): Hi everyone! Seeking best practices and tools to help with the formatting of the note… -
Prevent multiple journeys from triggering when Update Assignment EFF action occursSummary: We have four journeys that are based on action 'Update Assignment EFF', when an employee adds assignment EFF through employee self-service, all four journeys ar…