Checklist
Discussion List
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Offboarding Jorney that take affect on the employee termination dateSummary: Content (required): I created an Off boarding checklist. I need that the tasks ( and better some of the tasks ) will be delivered on the termination date itself… -
Allocate Checklist to Users before an Action CompletesSummary: How can we allocate checklist based on "Resignation" action to a user who has resigned but the Resignation action is yet to be approved Content (required): Our … -
What Privileges to get access to other people's journey in the menu Assigned JourneysSummary: I'm accessing the Assigned Journeys menu and can't find the journeys assigned to other people. Content (required): Version (include the version you are using, i… -
Action for all termination that will trigger the journeySummary: I would like to build one off boarding journey that will trigger in every type of termination Content (required): I would like to build one journey that will tr…
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Custom Alert notification template for different JourneysSummary: Hello Experts, We want to use different Checklist Alert based notification template for different type of Journey - like OnBoarding, Even Based (Learning Record… -
Activation Criteria to Trigger Tasks - does not work in portugueseSummary: I have a journey that uses the criteria to display the next task, when I answer the questionnaire in English it works, but when I answer in Portuguese it doesn'…
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Journeys Configuration Checklist TemplatesSummary: Content (required): Hello everybody, I am taking the liberty of contacting you following your video on Journeys on July 8th. We are starting to use Journey and …
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Eligibility Profiles for Contextual JourneysVersion: 22C Summary: The option to use eligibility profiles is not available for Contextual Journeys as of Release 22C. This applies both to the template level and the …
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Alert Based NotificationsSummary: Alert Based Notifications Content (required): Hi All, Apologies if this has been asked before, but I was wondering if anyone in the community could guide me as … -
Terminated employees are showing in JourneysSummary: Terminated employees are still showing in Journeys Content (required): As per the eligibility profile, only the active employees and contingent workers are bein…
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Journeys - Task Type: External URLWith reference to FAQs on Doc ID 2662513.1, if a specific task is not available as an Application Task within Checklists, then you can create the task as an External URL… -
Journeys Task Alert NotificationSummary: When we go live with Journeys, we would like to consider using the alert feature for the task notification. In alert composer, when designing the custom alert, … -
How can I define the depatment manger as the line mangerSummary: Content (required): The performer in the task Define as the line manger First scenario- The situation I want- The department manger get the task- It`s happen wh…
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Cannot view the Journey under My Journeys tabSummary: Content (required): Employees cannot view the Journey under My Journeys tab. However, they are able to view the tasks within the allocated Journey under My Task…
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Sort Journey task details in task order via OTBISummary: I am working on an OTBI Analysis tied to details in a Journey and would like my output to be in the same sort that the tasks were performed in. Is there an easy… -
How to display who completed a taskSummary: Content (required): When using a checklist, we can see who completed a task. In Journeys we do not see the name of the person who completed the task. Is there a…
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New Line Manager as Task Performer for Transfer JourneySummary: How can we control the task performer to be the New Line Manager for a Transfer action? Content (required): Created a Journey to be assigned to the action of Tr…
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How to Determine Owners for Onboarding Journey Tasks?Summary: Content (required): Requirement: I want a group of specific Journeys Administrators to access and manage all employees' Journeys. This is determined by the set …
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How Does Eligibility Profile Affect Tasks in Onboarding Journey?Summary: Requirement is that Onboarding Journey should only be allocated to employees in a specific department; therefore, the Eligibility Profile will be set at the Jou…
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Can an Onboarding task be allocated to a Performer based on DFF?Summary: One of the tasks in an Onboarding Journey requires the Timekeeper to be the Performer. We identify the Timekeepers through a DFF on the Assignment Level. Conten…
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Setting the Task Owner to Area of Responsibility?Summary: Content (required): If I set the task owner to area of responsibility, then does this mean that a selected group of people is responsible for completing that ta…
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Troubleshoot a Fast Formula associated with an Eligibility ProfileSummary: Dear Group - can you please help me identify where we should go to troubleshoot a Fast Formula from the UI ? I'm essentially looking to read the ESS log generat… -
Candidate Type option – in Eligibility profileWhile creating eligibility profile we do not have an option to include/exclude based on Recruiting candidate type(Internal and external)? Is there a way we can create el… -
What URL can we use in email notifications to allow users to navigate to JourneysSummary: Navigate to Journeys from Email Notification Content (required): We are on the process of transitioning all our checklist (questionnaires) to Journeys. We curre…
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How to Get Pre-Onboarding Triggered for Contingent Workers Converted to EmployeesSummary: What is the proper set up/action for automatically triggering pre-onboarding checklist for active contingent workers converting to employees? Content (required)… -
Does Sequence matter if the Performer is different in a Checklist task?Summary: Does the Sequence matter if the Performer is different in a Checklist task? Content (required): If I were to create a Journey with two tasks - one for the Emplo…
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What information should Line Managers view under 'Assigned Journeys' tab?Summary: When line managers navigate to the 'Assigned Journeys' tab, what information is supposed to populate for their view? Content (required): In general, what inform…
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How to set a picture for a journeySummary: We would like to set custom picture/photo to each journey that is different from the predefined pictures Content (required): Till now I haven't found any config… -
New ESS Process with 22a: Process HR Checklist and Tasks parameter attribute1, attribute2, attributeSummary: What are the parameter values to be used with the new 22A ESS Process: Process HR Checklist and Tasks = parameter attribute1, attribute2, attribute3? Content (r… -
Journey Reminder Alert Notification With Schedule OptionSummary: Journey's Reminder Alert Notification With Scheduling Option. Content (required): Current Alert notification for reminder is triggering not based on specific ti…