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Checklists - Manage start date changes without deleting an entire checklist

Received Response
edited Dec 18, 2023 3:22PM in Journeys 3 comments


We currently have a single enterprise onboarding checklist with various enterprise onboarding steps (Pre-Hire, Day 1, Day 2+, etc.) The overall enterprise onboarding checklist & pre-hire step are allocated on Add Pending Worker actions, Day 1 and beyond allocated on Hire actions. Day 2+ steps include deferred tasks for later dates.

Because the checklists don't automatically update when someone has a start date change, they have to be deleted and re-allocated on correct date. But this causes problems with certain background check status tasks we have in the pre-hire step, as those also get deleted as well and delete those completed task records.

If we delete and re-allocate for the correct hire date a week or so out, then the background check pre-hire tasks ALSO do not get sent until that date which defeats the purpose of them supposed to be allocated before the hire date.

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