Onboarding
Discussion List
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Onboarding checklist issue - Performer based on AoRSummary: The tasks are not assigned to the AoR but they are assigned to the initiator Content (required): Hello experts, I created an onboarding checklist with 2 tasks. … -
Copy tasks from checklist and reallocateSummary: Copy tasks from checklist and reallocate Content (required): Hi Team, We have come across an issue where one of the tasks remained stuck though the employees ha… -
Deallocate Checklist from JourneySummary: Deallocate Checklist from Journey Content (required): Hi Team, How do we de-allocate the assigned checklist in a Journey for the employee? We do NOT want to del…
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HR checklist questionnaires, can have mandatory questions?Summary: Content (required): Hello experts, Is it possible to have the questions mandatory for a questionnaire HR checklist type? Usually in the Recruiting the questions… -
How to have two boxes for attachments in onboarding task?Summary: Content (required): Hello experts, We have a few document tasks for the onboarding of our client which would require double separate boxes for the attachments i…
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Do we have any possibility to configure a approval flow thru the Journey?Summary: We would like for employees to be able to edit and update their own banking information; both as new hires and as existing employees. We require HR approval for… -
"Edit a Task Due Date" is set to hide for Line Manager, but s/he still sees the corresponding fieldSummary: "Edit a Task Due Date" is set to hide for Line Manager, but s/he still sees the corresponding field Content (required): Hello, 1. I have a task that is set up l… -
Can someone please explain AoR as a performer? We have HRBPs but the task doesn't get assignedSummary: AOR under task not assigned as expected Content (required): Hi, Under our area of responsibility we have HRBPs, when I hire a new person and sepcify performer a…User_2025-03-07-05-43-02-020 11 views 2 comments 0 points Most recent by Sophia S Englehardt Journeys
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Error when completing a task when testing JourneysSummary: Hello, We are receiving the below error when completing the task. "status failed: You can't create a document record, as this document type is configured with a…
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enterprise on boarding step - where to define eligibilitySummary: Hello. We have a "main" enterprise on boarding journey. In it, there are two steps. One step has all the tasks for before day 1, the other step contains tasks t… -
Alert notifications for journey not working when the performer is part of Areas of ResponsibilitySummary: Our Onboarding journey is usign the "ORA_CHK_TASK_ASSIGNED_PERFORMER" to notify the performer about his new assigned task and send them to the task journey with…
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How can we enable "activity" tab in Journey section?Hi, how can we enable the "Activity" tab in Journey section? The tab is always empty. Which could be the problem? Regards, Mara
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Journey task doesn't workHi everyone, We have a problem with a Journey, I give to you the journey details: The journey has 7 tasks: the first is a questionnaire task - performer: Initiator the s…
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Translation for the Onboarding Sponsor (free form text) in Checklist contact ?Summary: Is this field translatable via any tools ? Content (required): Hello, At the Checklist / Journey level, we have the ability to show a contact info, and select a…
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Integrate Process Automation with JourneysHi All, I am trying to make use of Process Automation in Journeys. I have multiple process created in OCI. but when I try to create a checklist integration, none of the …
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How to limit who can view/edit/delete a Checklist in Checklist Templates?Summary: Aside from using Roles, is there any way to limit the visibility of a checklist to a certain population? Content (required): Aside from the links below that sho…
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Reasons why a journey may not be assignedHi community, I would to ask which could be the reasons why a journey may not be assigned, considering that the journey configuration is correct and the same path is cor…
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Error encountered in Onboarding Journey Task related to Document recordWe created two tasks in as part of our Onboarding Journey. Task Type is Electronic Signature When performer clicks the 'Done' Button, an error is encountered. How to res…
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23B Journeys Feature : Optimize User Experience when assigning JourneysSummary: How to change the value of jrnAssigneeSelectionApplyPersonDataSecurity to False. Content (required): We need more clarification on one of the 23B Journeys relat…
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Embed parameters within the Journey task notesSummary: Is it possible to embedd parameters like EmployeeName, ManagerName, HrName, EffectiveDate and so on within the task description (Notes)? Content (required): Hey…
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DocuSign integration - multiple "subaccounts" ?Summary: My client has different subaccounts by Business Units, how does the integration and document templates work ? Content (required): Hello, We would like to set up…
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Adding a Journey - Terms of reference documentWe would like to add a new journey: "Terms of Reference" (TOR)- where all employees are prompted every year to update their Terms of Reference (Job description/word docu…
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Enterprise onboarding Journey manual allocation NOT workingSummary: Enterprise onboarding journey manual allocation NOT working. I provide all the details in the content area. Content (required): The current setup of the enterpr…
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Archive And Purge Journey Data - not picking up any checklistsSummary: We would like to purge our 2021 checklists. In 23B, I was able to Force Complete them using the "Archive And Purge Journey Data" scheduled process. But I would … -
Is it possible to customize the schedule in Recurring Journeys?Summary: Is it possible to set the Journey recurrence to these dates: April 30, August 31 and December 31?
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User unable to view self-assigned journeys in My Journeys tabSummary: Hi, I set up the security of those journeys recently, allowing employee role to search in the Explore tab, and assign Journey "X" to themselves. Unfortunately, …
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Rehire Journey based on Previous Assignment DataSummary: Hi, We have an upcoming term who is already scheduled to be rehired and are seeing unexpected results when manually assigning rehire onboarding checklist. Emplo… -
Onboarding Journeys - Checklist TemplateSummary: Content (required): Hello, we noticed that now there are two mandatory fields: "Archive After Months" and "Purge After Months". Can you explain me better how th…
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MFA for Pending WorkersSummary: We are looking for a solution to introduce MFA for pending workers, while we maintain existing SSO for our employees. Content (required): We use SSO with O365 f… -
Visiblity of all active JourneysSummary: Content (required): Is there a way to see - as an HR Generalist - all active Journeys in an organization without typing in an individual name? Version (include …