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To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Discussion List
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Dependent Segment for a Context in Checklist Descriptive Flex FieldsSummary Dependent Segment for a Context in Checklist Descriptive Flex FieldsContent Hello, We have a requirement for a configurable form as a task in Onboarding checklis…User_2025-02-05-07-43-29-505 58 views 8 comments 0 points Most recent by User_2025-02-05-07-43-29-505 -
Accessing and completing offboarding checklist post terminationSummary Accessing and completing offboarding checklist post terminationContent We have an offboarding checklist in place and being used but need to know how to access th… -
Can we trigger Offboard notification to Worker Home email?Content We have to trigger offboard notifications to worker home email as they won’t have work email. I have enabled home email profile and set it yes but it is not trig… -
Allocate Checklist notificationContent We have a requirement to trigger notification before 10days of effective termination date. like example Termination date 09-30-2020 so notification should trigge…
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Eligibility Profile Not Working in Onboarding Checklist Template and Tasks for Location ExclusionSummary The eligibility profile assigned to a checklist template is not excluding by Location as desiredContent Checklist Experts - We have created a new location to hou…
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Onboarding: Access for Pending Workers - ProcessSummary Looking for ideas on how to grant access to pending workersContent We're launching checklists for onboarding. Onboarding will grant pending workers the pending w… -
Onboarding E-Signature FormContent Hi all, I am creating a Signature Document Type task and as of now, the default fields that appears are Name and Date. Can we include to display one more field i… -
Restrict Access to a Checklist/Checklist TaskSummary Only allow certain users to see certain checklistsContent We have several checklists developed and in use at our company. There is one checklist that should not …
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Best practice for creating onboarding checklist workflowSummary Is there a best practice documentation guide to setting up onboarding checklist flow processes?Content We are currently transitioning away from Taleo and using O… -
Checklist QuestionContent Can you please help me to understand that when to use Enterprise onboarding and Onboarding . What is the difference between Enterprise Onboarding and Onboarding?
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Ready-to-Import Checklist Template with Pre-configured Checklist Tasks for Typical Promotion BusinesSummary HSDL Template for Loading a Checklist Template with Pre-configured Checklist Tasks for Typical Promotion Business ProcessContent The reason to share a ready-to-i… -
Ready-to-Import Checklist Task Library with Repository of Pre-configured Checklist TasksSummary HSDL Template for Checklist Task Library along with Sample Pre-configured Checklist TasksContent The reason to share a ready-to-import checklist task library wit…
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Checklist Task Report for Electronic Signature tasks & Attaching completed tasks to Person's DocumeSummary Seeking a data model and report layout (xdm & xdo) to leverage the report path & enhanced electronic signature task type in Checklist tasksContent Hi community! … -
Onboarding: eSig BI Publisher Report SQL QuestionsSummary Need assistance with BI Publisher Report FunctionatliyContent Hello- I'm referencing the guide 'Native Electronic Signature and Transfer to Document Records', to…
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Creating Checklists in Core HR- Authors name and person number appears on every taskSummary We want to be able to hide the author's details when checklist tasks are triggeredContent We are trying to use checklists for a number of different areas, such a…User_2025-10-24-00-34-50-212 21 views 4 comments 0 points Most recent by User_2025-10-24-00-34-50-212
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Action URL not opening in checklist notification?Summary Action URL not opening in checklist notification?Content Hi Team, Action URL not opening in checklist notification? Issue:- Employee receive the checklist notifi… -
Questionnaire in ChecklistSummary We have a questionnaire in Checklist . We would want to know if the spacing between the questions can be minimisedContent We have created a questionnaire and its…
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Checklist Notifications don't workSummary Checklist Notifications don't workContent Hi, I need to notificate only the owner and not the performer when a task is assigned and I flagged only the owner noti…
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Viewing results of Eligibility ProfilesSummary Looking for a way to report on who meets the defined Eligibility Profile criteria for use in Checklist configurationsContent Does anyone know if it is possible t…
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RUX - Checklist QuestionSummary Checklist Basic Information queryContent Hi, I have created an Off Boarding checklist which sends a Notification to the Manager and Employee when a Termination h… -
Checklists - Link transactionsSummary We have a requirement to link transactions together - when a 'working hours change' has been submitted we would like the user to receive a checklist to then comp…
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20C Checklist Questionnaire Enhancement Not WorkingSummary With 20C we were supposed to be able to report on more areas in Checklist Questionnaires, but it's not pulling any dataContent We are trying to report on extra i… -
Unable to see ADD button on Allocate Checklist PageSummary Allocate Checklist Page IssueContent we have custom onboarding role created which includes Manage Onboarding, Manage Worker Checklist. The necessary Aggregate pr…
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Checklist task can be bypassed without providing informationContent Hi All, The main issue here is that when you go into an onboarding action like Personal Details, even though you have fields like DOB and Gender mandatory, unles… -
Checklist- RequirementSummary Checklist- RequirementContent Hi Experts, I have one requirement, Can someone please suggest is this possible or not.? I am creating an checklist with configurab…
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How to assign a checklist task prior to hire date?Content Hi All, We have a requirement where we want all checklist tasks to be assigned on the hire date of the employee, except one, which should be assigned to HR 5 day… -
Sample Query for Questions and Answers in Chekclist TemplateSummary Sample Query for Questions and Answers in Chekclist TemplateContent Hi Experts, Does any one have any sample query to pull the Question and Answers data from the…
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Email and bell notifications are not being sent when a Checklist is triggeredSummary The Checklist notifications are not being sent to the bell or email addresses for current workers or Pending Workers.Content The task are visible in the BPM so t…
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Standard Email/Notification Checklist TaskSummary Is it possible to modify checklist tasks email/notification?Content Hi, I need to modify the text which refers to the notification/email which is sent to the emp…
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Issue with a DFF field in reportingSummary Issue with a DFF field in reportingContent Hello, I have created some DFF fields in a configurable form for onboarding. I have created a report with these fields…