Checklist
Discussion List
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Not able to assign an onboarding checklistSummary: Content (required): Hi All, I have created an onboarding checklist template and not able to assign to the employee. Please suggest if anyone has faced this issu… -
Is it possible to reorganize on what tab a checklist should fall under?Summary: Our client is interested in reorganizing the checklist tabs, specifically for HR and line managers, so that their journeys are accessible under "My Journeys" in… -
Is there a way to limit who can view/update candidate update form in Journeys specific roles?I want to Restrict users to only view/update candidate update Form in journeys using specific roles. -
Worker details in taskSummary: Content (required): Greetings, I aim to provide guidance to non-tech-oriented performers on their journey, and I would greatly appreciate any advice or best pra… -
Automatically insert candidate specific offer comp detail into Journey document?Summary: Need help to confirm if anyone has found a way to insert candidate comp automatically into a document that is then used in Journey (with esignature). Content (r… -
A task to the department mangerSummary: Content (required): Good morning, My client needs a task performer to be the department manager of the worker. I want to use the line manager as performer but i… -
Solutions to journey needing to flow to various teamsSummary: Solutions to journey needing to flow to various teams Content (required): Hello We are attempting to create a journey for a returner to the organisation ( due t… -
Journey Task with Esignature - Can't change the font of the signatureSummary: We have an ask to change the font of the Esignature to a script style. We can see the change in BIPublisher but when we execute the document from the Journey, i… -
Ability to report on comments when Assigning a JourneySummary: Ability to report on comments when Assigning a Journey. Content (required): Hello I want to be able to write a report ( In either OTBI or using SQL) which will … -
Survey Checklist - HR NotificationSummary: HR admin will receive a notification after the Survey checklist is completed from Employee. Content (required): Hi Team, We have configured Survey Checklist and… -
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"Done" button in self-assigned journey is always available?Hi, I need to known why the "Done" button, in a self-assigned journey, is always available also if the performer doesn't click on task application link and on report lin… -
DocuSign document once signed stored in HCM, will this be a feature in next versions ?Summary: Currently the signed document from DocuSign isn't stored on HCM. Content (required): Hello, Currently the signed document from DocuSign isn't stored on HCM. As … -
Error when I try to assign a task using HDLSummary: I am trying to assign a new task to an allocated checklist via HDL but I am getting an error Content (required): I am trying to assign a new task to an allocate… -
journey : upload the correct document record and open correct sectionHello, I'm trying to create a journey by using checklist functinalities. In some tasks , i have selected document as need a document is providing by the employee. In the… -
Error while loading AllocateChecklist.dat HDL fileSummary: I am getting below error message when I try to allocate the journeys via AllocateChecklist.dat HDL file 'The checklist allocation couldn't be completed because … -
Mass re-open the Expired Tasks in JourneysSummary: Mass re-open the Expired Tasks in Journeys Content (required): Hello Experts, I am wondering, if there is a way to mass re-open the Expired Tasks in Journeys? A… -
Changing the Not Applicable Status to "Mark Complete by HR" in UISummary: Does anybody knows if we can change the below status from Not Applicable to Mark Complete by HR in the UI? Content (required): Does anybody knows if we can chan… -
Ability to add AOR in add taskSummary: Content (required): Hi, Is it possible to add a task to AOR ( area of responsibility) on an ongoing journey I didn't succeed, I succeed to add only a specific w… -
Why a task, that passed the due date, doesn't appear in Overdue category?Hi, we have set the expire date for a task, but when the task has passed the due date it doesn't appear in the Overdue tasks' category. Which could be the problem? Thank… -
Enterprise Onboarding Checklist-Display Settings-JourneysSummary: Onboarding HR should see a complete button to mark Complete of Certain tasks. Content (required): Hello Experts, Use Case: For certain tasks, either the employe… -
Journey for Remote employeesSummary: We have a form that has to be completed by all Remote team members prior to Day 1. Is there a way to build a task by Work from home yes or no answer? Content (r…
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Notifications were triggered for previously assigned checklists after checklist update sync job runSummary: Content (required): We enabled Journeys on 1st July 2023. After enabling Journeys, We made below changes to one of the tasks to our existing offboarding checkli… -
Onboarding Checklist Notifications are not triggering to performer when auto assignedSummary: Onboarding Checklist Notifications are not triggering to performer when auto assigned Content (required): Hi We're seeing Onboarding Checklist Notifications are… -
How does mandatory task expiry field affect Archive and Purge Journey Data ESS?Summary: With 23B - task expiry field is now mandatory ESS used to disregard the expiry fields on tasks Content (required): Hi All, With 23B update, the task expiry fiel… -
Journey's task is not getting allocated to the correct user if we convert pending worker to employeeSummary: Content (required): We have a checklist created for hire action with tasks for various responsibility holder, there we observed that if we add a pending worker … -
Changing list of values for target duration and its translationsSummary: Hi, is there a way to change the list of values given in the target duration? For example: If we are going to put "1", we should have an option to choose "1 Day… -
Pending worker does not receive email notifications in their Home mailSummary: Pending worker does not receive email notifications in their Home mail Content (required): Requirement: New Hire to receive checklist email on their home mail. … -
Is it possible for an assigned journey to be visible by multiple users?Summary: Is it possible for an assigned journey to be visible by multiple users? Content (required): Hello All We have a situation where we would want one journey to be … -
Set Hiring Manager as performer for Journey but is not getting custom notificationSummary: Requirement is to have the Hiring Manager do Journeys after moving candidate to HR. Set Hiring Manager as Performer and added custom notification. But no email …