Onboarding
Discussion List
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How to restrict the number of attachment in a TaskHi team Our client request for to have the possibility to make the pending worker able to attach only one attachment Providing the configuration of the ""Manual Task", f… -
Reminder Email in JourneySummary: Hi all, I received a notification regarding an email reminder for a journey allocated to an employee, but the email reminder I received was not only for users w… -
Allocate Scheduled Journey through HDL LoadSummary: Allocate Scheduled Journey through HDL Load with recurring dates Content (please ensure you mask any confidential information): Can anyone help with the HDL/HSD… -
Probation Period Journeys task-Full Name and Signature pad is not enabled when FF is mapped in taskSummary: Probation Confirmation Letter task( Esignature) to be activated only when the previous task(Questionnaire) is answered as Yes. This condition is mapped in Activ… -
Journeys eligibility profile based on Legal Employer is not workingHi, An employee globally transferred from Legal Employer A to Legal Employer B. When we reassign the Journey after the global transfer, it still reallocates the tasks re…
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Reminder frequency before due dateHello, I'd need a clarification on how reminders' frequency works when set as "before due date". In the case represented below, if the task is ongoing starting from toda… -
Ip address Definition in e-signature taskSummary: What is the definition of an IP address in an e-signature task? How do you identify the machine IP used for e-sign and what do the other chain of IP addresses s…
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Expired task notification doesn't workHi everyone, why the expired task notification doesn't work? The user doesn't receive notification after his task is expired. Which could be the issue? Regards, Maria
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Notification for task ownerHi everyone, how can we configure a notification for task owner when a task is expired? is it possible? Regards, Maria
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Has anyone implemented a Flip pdf/book in a journey taskSummary: Has anyone done a Flip book in a journeys/tasks. Can we convert pdf files to display an interactive version ( turn page document) . Anyone tried this before? Co…
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While Assigning Journeys in Person Search LoV is display active and inactive recordsSummary: Hello Expert, We have enabled Journey and while testing we found the Person Search is displaying the result for the record whether active or inactive. Is there …
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"Done" button is not enabled even after adding attachment in an Onboarding JourneySummary: In our Onboarding Journey, HR / Employee needs to submit a PDF in the tasks. We are able to click on "Drag and Drop" button and able to attach a pdf file but af…
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Is it possible to share the same document form one task to another task ?Summary: We have a requirement where Business wants to get feedback from newly joined employee after completion of his/her Orientation process from all the department he…
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Initiate Journey based on Performance Document AssignmentSummary: Assign Journey based on Performance Document Assignment Content (required): Hello Experts, Our client has a requirement to trigger the Journey based performance… -
Is Docusign mandatory to enable physical signature for electronic signature taskSummary: Hello, We are trying to enable physical signature for e-sign tasks. I wanted to know under Integration details, is it mandatory to give third party integration …
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Expired task trigger the next oneHi all, I have the follow issue: Task 1 is completed not because task is done by user however because of expire status When the above happened, it triggers the notificat…
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Questions on nudgesSummary: I am trying to assign journey based on employee anniversary. Need help on below questions Content (please ensure you mask any confidential information): I am tr… -
How to create Eligibility Profile based on Propose User Person typeSummary: Can I use a fast formula on eligibility profile to allocate a checklist based on Proposed User Person Type? If yes, could someone share a sample fast formula? I…
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When task got expired, it triggers the next task configured in the checklistSummary: Have anyone encountered the issue where when the task is expired, it triggers the next task configured in the checklist. The next task is completed not because … -
How to add the text message for the Journeys page?Summary: How to add the text message for the Journeys page? Content (please ensure you mask any confidential information): How to add the text message for the Journeys p…
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Can we give dynamic tokens (like the user's Display Name) in the Checklist Message?Summary: I want to give the user's Display name somewhere in the Journey page. Is it possible to give dynamic tokens in the Message tab of the journeys? Also where does …
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Mass-assigned Journey auto-completes for all employees once one employee is marked as complete?Summary: Hello, I am testing mass-assigning Journeys to a group of employees. During this testing I noticed that if one employee completes their Journey, the Journey wil… -
How to add termination date of the employee in off boarding seeded checklist Notification.Summary: add termination date of the employee in off boarding seeded checklist Notification. Content (please ensure you mask any confidential information): We have termi…
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Checklist DFF not showing in the Allocated Checklist task after 24BSummary: Checklist DFF not showing in the Allocated Checklist task after 24B Content (please ensure you mask any confidential information): Our customer noted that after… -
How to Enable I-9 Task for a New hireSummary: How to Enable I-9 Task for a New hire Content (please ensure you mask any confidential information): How to Enable I-9 Task for a New hire Version (include the …
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Query to fetch Due Status for Journeys in BI ReportSummary: We have a requirement to create a report to track the Onboarding Journey Status for employees. It should show the overdue status for the Journeys in case the sa…
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Format Target End Date in Alert ComposerSummary: We want to add the target end date (due date) to our task assigned template to the performer. The token we're using is ${TargetEndDate == null ? "" : TargetEndD…
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Change "See Document" text in Journeys taskHi Team, I have configured the Offboarding checklist journey using the Checklist type as 'Report'. Once any employee resigns or is terminated, the journey will trigger i…
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Is there a way to stay on the current task after completing it?Summary: We've been using Journeys now for several months. We've had some employees mention that after they complete a task that it takes them back to the top of the pag…
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Same Enterprise Onboarding of external hire for Rehires with different ActionSummary: Same Enterprise Onboarding of external hire for Rehires with different Action Content (please ensure you mask any confidential information): We have created Ent…