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Journeys / Checklist - How to use Days for initiation in conjunction with Delay duration ?

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edited Jun 10, 2023 10:29AM in Journeys 3 comments

Summary:

I'm getting a bit confused about these 2 settings and how to use them together.

Content (required):

Hello,

I'm getting a bit confused about these 2 settings and how to use them together.

My use case :

I add a pending worker on June 1st, with a hiring date on June 15th.

The Onboarding Checklist I have is set to :

  • Allocation = When record is effective
  • Days for initiation = -10

So this checklist will be active for the pending worker on June 5th, so he can start the pre-onboarding tasks.

For this checklist, let's say I have 2 tasks :

  • Read company booklets ==> Delay duration set to 0, so he can do this task from June 5th.

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