Checklist
Discussion List
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Area Of Responsibility Not Assigning Tasks correctly For Pre Onboarding JourneySummary: We have Requirement to Create Separate AOR for HR Team New Hire Journey task to be assigned based on their Department To Fulfill this Requirement i have created… -
Summarized Task List Layout Side Menu ColorSummary: The side menu is not respecting the color scheme of the environment. Is there any possibility to change the side menu color? Content (please ensure you mask any… -
Checklist allocation notification not triggered for employees hired through 'Hire an employee' flowSummary: Hi Team, We have a requirement to hire employees using the “Hire an Employee” flow. Ideally, the onboarding checklist notification should be triggered via the b…
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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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Getting error while adding the task to existing journey by using HR Analyst roleSummary: Getting error while adding the task to existing journey by using HR Analyst role Content (please ensure you mask any confidential information): Version (include…
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Journey not tied to assignment - ChallengesSummary: Hi, We have an Exit Journey configured and it's triggering to employee when a termination is approved. Now when we want to run reports with the responses down t… -
How to show employee workforce structure and other details to owners or performers of the task.Summary: We have a client requirement wherein there are certain employee workforce structure and other details which they want to show to the owners and performers of th…
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Promote option is not showing up in the drop down for application task.Summary: Promote option is not showing up in the drop down for application task. We are trying to create application task for Promote but in the dropdown the promote opt…
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How to use HDL to complete Journeys and create DORsHello experts, I'd love to understand how to complete an allocated task with HDL and still have the printed report uploaded in document record automatically. We setup a …
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Looking for Examples of High‑Quality Alert Templates (Journey Assigned, Task Assigned, TaskReminder)Summary: Hi Everyone, We're currently enhancing our Journey notifications and moving more of our onboarding experience into Alerts (rather than BI Publisher). I’m starti…
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Offboarding journey task assigned to wrong Area of Responsibility from old company assignmentSummary: We use Area of Responsibility (company based) as performer/owner in Offboarding Journeys.An employee had an old assignment in another company with a different A…
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Journeys welcome text setting not displayedSummary: Journeys welcome text setting not displayed Content (required): Hello I'm configuring a Journey and entering the welcome text, but when the Journey in assigned … -
Checklist Task- report path not rendering specific employee's answersSummary: I created a report DM and added the parameters- see screenshot below. When LM opens the task in journeys and clicks to view the report with employee's reponses;…
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2 step task- Employee Questionnaire and Manager AcknowledmentSummary: I created two tasks: one for the employee to complete a questionnaire, and a second, sequential task for the line manager to electronically sign to acknowledge …
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When a task is re-opened, need to add a reason why is task being reopened and reassignedSummary: PW completes a task in the journey. Line Manager has the option to reopen the task which triggers a notification to the PW worker to complete the journey task. …
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Issue when Assigning Journey - No Assignees Displayed in selection listSummary: We are currently experiencing an issue where the journey cannot be assigned. When attempting to assign the journey to a user, the assignee selection list appear…
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ORA_CHK_TASK_REMINDER - Is it necessary to add details for reminders to be in number of daysSummary: At the task level configuration for Journeys, is it necessary to fill in the following fields Remind Every Days and repeat. If the above fields are null and onl…
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eSignature Not Recognizing Display NameSummary: In Journeys, we have employees entering their display name and email correctly, but they keep getting an error message that their name does not match the displa… -
Onboarding Journey Checklist Initiated - Contact Name details are blankSummary: The Seeded Alert for 'ORA_CHK_CHECKLIST_INITIATED' with the token in Checklist initiated journey is blank ${(ChecklistContactName != null) ? 'You can contact ' …
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How to assign the journey for all the time for employeesHello, We have a requirement to make the sections like Family and Emergency Contacts and DOR together so that whenever employee enters dependents passport and visa detai…
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Trigger BI Report from Journey Checklist Task with Parameter Passing (Termination Flow)Hello Team, We have a customer requirement related to Journeys / Checklist tasks and BI report integration, and we would appreciate your guidance on the feasibility and …
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Nudge Auto assignment is not working after 24DSummary: Nudge Auto assignment is not working after 24D Content (please ensure you mask any confidential information): Hi, We had used Nudge to auto assign journey on em…
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Participation and Rate Eligibility Fast Formula for journeys checklist task eligibilitySummary: List of Input Values and Context Values available for Participation Rate Eligibility Formula for journeys checklist task eligibility Content (please ensure you …
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When a user start a journey via Start Journey button it loads indefinitelyHey! When a user tries to start a journey using the "Start Journey" button the journey screen keeps loading indefinitely, the user is only able to see the journey that i…
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Will checklist notifications still be sent even if BPM notifications are set to in-app only?Summary: Will checklist notifications still be sent even if BPM notifications are set to in-app only? Content (please ensure you mask any confidential information): Will…
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Journey to be visible after 7 days of new hireSummary: Journey to be visible after 7 days of new hire Content (please ensure you mask any confidential information): We have a requirement to assign onboarding journey…
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Track Checklist Welcome Email notification being sent to candidatesSummary: When an onboarding journey is assigned to candidates, Checklist Welcome email is being sent. We would like to track & retrieve the list of all candidates who re… -
Privilege for custom role to enable Assigned Journey viewSummary: I created a custom role to monitor the progress of Assigned Journey for Organization just like HR Specialist. However, the user assigned with this role failed t…
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Correct Allocation date of Offboarding Checklist if termination date is corrected.We want to inquire about the behavior of Offboarding Checklists during data corrections. Currently, our checklists are allocated based on the initial termination record.… -
Need steps to debug the 'Participation and Rate eligibility' Fast formulas type, in JourneysHello Sir/Madam, Could you please provide steps to debug 'Participation and Rate eligibility' Fast formula type. Are there any scheduled processes, that are related to J…