Checklist
Discussion List
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In OTBI Offboarding Clearance Journey Report Assigned To is not populated for the checklistSummary: In OTBI Offboarding Clearance Journey Report Assigned To is not populated for the checklist where a group is assigned. Also Completed By is not available in OTB… -
how to send journeys notifications to delegated manager if the Line manager is on leaveSummary: If an employee assign journey then the notifications should send to the delegated manager if an Line manager is on leave. “If a line manager is planning to go o…
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Update Assigned Journey Attributes Based on Modified Journey Template ESS Process LimitationsSummary: Hi All, Regarding the "Update Assigned Journey Attributes Based on Modified Journey Template" ESS process delivered in 22B - there seems to be a lot of limitati…
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Can 'Allow External Users to Access Guided Journeys' be used for terminated Employees?Summary: We are looking into the new feature that allows external users access to guided journeys and would like to understand if there are any use cases outside of Supp…
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Can the task of L1 manager be reassigned to L2 manager automaticallySummary: We have a requirement from the client that if the L1 manager has not completed the task of his direct reportee Offboarding checklist after the LWD+5 days, it th…
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Can't find ALLOCATED_TASK_ID as a context in checklist eligibility formulaHi, I have requirements to have checklist eligibility formula and need the ALLOCATED_TASK_ID as context and can't find it. Please advise. Regards
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Explore Tab Security in Journey AppSummary: Hi All, We have created a Survey Checklist(Assigned Manually) and provided access to Recruiters. Another Onboarding checklist (Assigned by Nudge) is created and…
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Unable to Allocate Journey to Pending worker and Assignment Status(Active No Payroll) through HDLSummary: Unable to Allocate Journey to Pending workers and few regular employees whose Assignment Status is "Active No Payroll" through HDL Load Content (please ensure y… -
How to mark Bulk completion of checklist task with HDl/HSDL with approvalSummary: Bulk marking the checklist task with approval thru HDL/HSDL possibility Content (please ensure you mask any confidential information): Marking the bulk checklis…
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Journey - Not pressing the “Start Journey” button againHello, I need help with a question from my client. The journey of the Person category has been configured to register bank accounts for the employee. We have created a l… -
Use of Checklist Mass Allocation HDLSummary: Difference of ChecklistMassAllocation with AllocateChecklist (HDL) Content (required): Hi, we would like to understand what is the difference between ChecklistM…
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Stop welcome email trigger in enterprise onboardingSummary: Hi, We want to stop welcome FYI email triggering to new candidate while move to HR. Checklist category: Enterprise Onboarding Action name: add pending worker Cu…
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Enterprise onboarding not getting triggered for Direct Hire from Core HRWe have created Enterprise on boarding for External Hire Employees with 2 Enterprise on boarding steps of action Add pending worker and Hire. For all the employees getti…
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Journey/Checklist Archive and Purge Date ReportSummary: Looking for report or data subject area we can review the assigned journey/checklist dates for archive and purging. This is needed to ensure the "Update Assigne… -
Unable to restrict character usage in value setNeed to lock down Social Security Number to 9 digits. We would like to have SSN field to have exactly 9 digits not more or less. Value Set has been configured as below; …
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Place or Location parameter to be fetched in e-signature taskSummary: We have e-signature task which should embed to a report document where we are able to fetch SIGNER_NAME, SIGNER_DATE . There is a requirement from Client that w…
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Manage HCM Alert Trim the stringSummary: Hi All, We are using HCM Alerts for our client. We have requirement where we need to trim one of the field. Example: workers.workRelationships.LegalEmployerName…
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No notification if previous task was completed using HDLSummary: We have a Journey that shows a task to the employee that some background processes are running. This task is set to Complete using HDL when these processes have…
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Contextual Journey - Visible both Resume and Start New JourneySummary: I have created a contextual journey for Employee Transfer action. Based on the given criteria, the journey was initiated for an eligible employee. However, whil…
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Remove edit access from 'Checklist templates'Summary: We see that all HRs have edit/delete access to the Journey checklist templates on the home page, but we don't see any seeded/custom role with the duty 'Manage J…
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How Manager can access journey initiated by Team Member?Hi All, Hope you're doing well! We have designed a journey that employees can initiate by providing all the necessary details. Once the details are submitted, an approva… -
24D Performance-Guided Journey in Self Evaluation and manager evaluation page not renderingSummary: On the Performance self evaluation page and manager evaluation page, the guided journey banner is not rendering, the banner is cut off. At times, I go back out …
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Can we define Contact Info displaying at Task level in a journey.Summary: In the current behavior, we understand that who ever initiates/assign the Journey to employee their name is showing in Contact Info section at task level with i… -
Delete JourneySummary: Is it possible for HR to delete an assigned journey? Can we use HSDL to delete an assigned journey? Content (please ensure you mask any confidential information… -
How to hide non-personal journeys from Line Managers in the explore tab?Summary: How to hide non-personal journeys (organizational journeys like Offboarding, Onboarding etc ) from Line Managers in the explore tab? Customer wants only the HRs…
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How can we re-arrange the sequence in Advance Task journeys?Summary: My advance task has both a few .pdfs and an embedded video in the task. However, the video is after the .pdfs but we would like the video to be shown first befo… -
Pending worker should only able to access assigned checklist task after they become employeeI have a requirement in which checklist should get assigned to a candidate when they are pending worker but they should only able to access the task once they are moved …
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Contextual Journeys are not triggering with fscmUI URL, they are working fine with hcmUISummary: Hi we have contextual Journeys which are not triggering when we are using default URL with 'fscmUI' but when we change the URL to 'hcmUI' it works. Now as we ha… -
The Native E-Signature Checklist document is not appearing under the document type for the employeeSummary: I've created a document for the employee to sign after the manager has filled out the questionnaire. Once the report is completed, the employee is required to s… -
Hide Journeys for HR Coordinator from Manager ViewSummary: We have a journeys that is launched to HR coordinators when a new hire starts to complete onboarding tasks. We do not want line managers to be able to view this…