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Checklist Template Allocation Criteria and Offset Days

Received Response
edited Sep 4, 2023 7:24PM in Journeys 5 comments


As per the requirements, tasks must be assigned to the performer 30 days prior to the termination effective date. 

So I have set The Journey Checklist Template Allocation Criteria as 'When the action record becomes effective' . This checklist has a list of tasks, and for a few of the tasks, the offset days have been set as -30.  

The employee termination request was created on 07/07/22 in the system and the termination effect date was set as 07/08/22. Tasks for which offset days have been set as -30 should have been allocated to Peromer on 08/07/22, but this didn't happen. Please let me know if there is anything I need to schedule in process or if there is a problem with the Checklist setup.

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