Onboarding
Discussion List
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Is it possible to track the history of completed checklist task if it reopens by managerSummary: When Manager or task owner reopens the completed task for the performer, is there a way to track the history of completed checklist task. Content (please ensure…
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Multiple ESignature in Electronic Native EsignturesHi Team, I came across a blog that explains how to fetch multiple e-signatures, but I'm encountering issues with retrieving the details correctly. I believe I'm missing …
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Learn enrollment task missing from checklist template configuration in PROD environmentI am implementing Journeys for a customer and we are having an issue with the "Learn Enrollment" task type in their PROD environment. In the task configuration, when I l…
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Is it possible to add guided journey to a single journey instead of all?Summary: Using VBS it looks like you can set guided journeys at the page level, but how can guided journeys be added only to a specific journey? With the inclusion of AI…
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Reminder notification is not translated based on preferred user languageSummary: When a user sets their preferred language to Spanish, the journey and bell notifications are correctly translated. However, click a reminder notification link f…
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Can someone clarify the roles of "Owner" and "Other User"?Summary: Can someone clarify the roles of "Owner" and "Other User" at Display Settings? My understanding is that the "Owner" is the person who assigns the checklist, whi…
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Fast Formula to assign the task to Future Line Manager XX days before the effectivity of transferHi, Can we use fast formula to assign the task to the future Line Manager of the employee? We have a requirement that the new Line Manager must complete a task prior to …
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Journey task (Learn enrollment) - "An error occurred while loading the content from content server"I am having an issue with the learn enrollment task type in an Onboarding Journey. When the employee tries to access the learning content from the Journey, they can clic…
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Journeys electronic signature task allows employee to click done before signingIn my onboarding journey, there is an electronic signature task that is allowing the employee to click the done button before signing the document. It does however make …
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Nudge reminders are not sent for onboarding JourneysSummary: We have created a new nudge plan to send Reminders to the employee's when the onboarding Journey is not completed after 30 or 45 Days. We have created new nudge…
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automatically set the email notif to spanish even if they haven't set their preferred languageCan we automatically set the email notification for onboarding journey to spanish for our Mexico-based new hires, even if they haven't set their preferred language to Sp…
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Not able to add demographic info task in journey for EmployeeWe are not able to add demographic info task as part of employee journey. Below is our task setup: As an employee we are not able to see the task:
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We need to allocate a checklist to new hires after 90 days of them being hired in the systemWe have a requirement wherein we need to allocate checklist after 90 days of employee being hired in the system. How can we achieve this requirement?
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Assignee can see the deferred task for a Probation Journey with property set to 'Hide'Summary: Assignee can see the deferred task for a Probation Journey with property set to 'Hide' Content (please ensure you mask any confidential information): We have cr…
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How to reassign terminated Initiator's task to other HRsThe initiator (HR) of the Onboarding Journey for many employees has left the company. However, the other HRs are not able to access those employees under their Organizat…
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Getting errors on Embedded application pages in Journey pageSummary: We have tried with seeded Employee role and custom roles and getting errors on Journey page. We are using task type = Embedded Application Task for Demographics…
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Use DFF for Journeys Eligibility ProfileSummary: I've seen previously where you could use Custom/User-Defined Criteria for an Eligibility Profile. I would like to use that feature for Journeys Eligibility Prof…
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Can we mass load journeys for Pending Workers?Summary: I'm testing mass loading journeys for 2 pending workers with the ChecklistMassAllocation.dat file and the file is loaded successfully but then it doesn't alloca…
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how to hide Edit Journey and Delete JourneySummary: We want to hide Edit Journey and Delete Journey from Line managers login, how we can hide? I already tried from Display setting to hide but still visible. Versi…
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How to insert two URL links into one task?Summary: How to insert two URLs into one task? Content (required): Hello everyone we need to insert two URL links in a Journey task. Can anyone tell me how to do this? R…
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Can the Tax Credits page be made accessible to Pending worker?Summary: We are trying to see if it is feasible to make the Tax Credits page accessible to Pending worker? We added custom roles and privileges to the Pending worker but…Errguntla Smita Rao 133 views 2 comments 0 points Most recent by ACN Sehaj Tandi Payroll and Global Payroll Interface (GPI)
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Unable to Assign Journey except Direct ReportsSummary: No employee other than Direct report is appearing in the Person LOV while HR is trying to assign Journey. Content (required): The HR users are unable to assign …
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Is there a way to show uploaded attachments in a completed task in journeys?Summary: When a user adds an attachment and marks the task complete the attachment is no longer visible when the task completes. Similar to what is noted on we have a si…
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Journey Task Reminders - setup at Task levelHello Team, We need to send Journey Task Reminders if Journey tasks are not being completed. We have a confusion between below two set-ups. Can somebody help us to under…
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Allocate checklist to pending workerI want to allocate the checklist (Onboarding) to 3 pending workers that were added in the production site. The problem is I cannot find the pending workers when searchin…
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Looking for recommendation to restrict certain actions for Contextual Journey - My TEAM - PromoteSummary: I have couple of questions' for which looking for the best practise and if we have option to configure as per below requirement - We have enable contextual Jour…
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Sorting of incomplete onboarding task in JourneySummary: Hi Team, There are onboarding checklist assigned to new employee but when employee completes the one task it remains in top of My task list. We have a requireme…
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Reopen task expires in one daySummary: Hi Team, We tried reopening a few tasks in the Journeys after expiration and see that the tasks are expired the next day. Can you please let us know if there is…
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Preview button in Journey templates redwood page not working for Enterprise onboarding Step CategoryHello I wanted to check with you all if anyone has observed that in the new journey templates redwood page under the journeys setup if you try to open a journey template…
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how to sort tasks in an onboarding journeySummary: Hello! When I create an onboarding journey, the tasks are ordered randomly. Using sequences isn't the best answer since one doesn't need to be completed before …