Onboarding
Discussion List
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Dual signatures task - case sensitiveHello, We have several onboarding documents that required dual signatures, one from the new hire and one from the recruiter. Currently, we have found that the dual signa… -
Fast formula compiled but offboarding checklist is not workingSummary: Fastformula is compiled but doesn't work as eligibility profile for checklist Content (please ensure you mask any confidential information): Hello, We've used b…
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Guided Journeys on Redwood pages: Auto-scrollingSummary: Is there an option to make the Guided Journey banner at the top of the page auto scroll when there are several tasks within that journey? Instead of having the … -
Pending Worker Unable to Add Bank Account or Payment MethodSummary: The custom pending worker role we have created enables user to access the Payment Methods screen, however the add button is missing for both the bank account an… -
Explore Journey - We are not able to see custom categories within the explore section as a employeeSummary: Enable employee to view Journey categories on the Explore tab Content (please ensure you mask any confidential information): When we access to the explore secti… -
Required star like Journey QuestionnaireSummary: I have created a onboarding Journey for probation end process and included one questionnaire in task and one of the question require star like rating and it sho…
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Can we assign a Journey to a current and future manager?We have a requirement for an internal appointments journey that has tasks for an employees current manager (to collect assets) and the future manager (to arrange an indu…
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How to modify the embedded link name on "TaskActionRequiredReport" bip report ?Summary: How to modify the embedded link name on "TaskActionRequiredReport" bip report ? i changed the label in the rtf but then the link doesn't work.. Content (please … -
Is the "Checklist Welcome Report" available only when using the "Enterprise onboarding" ?Summary: Is the "Checklist Welcome Report" available only when using the "Enterprise onboarding" checklist category ? Content (please ensure you mask any confidential in…
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Send Custom Email from JourneySummary: Hi Team, We do have a requirement to send communication with pending during pre-onboarding Journey. Communication to be send from journey tasks. Is there any wo…
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Issue with Fast Formula Eligibility Check After Element Entry UpdateSummary: Hi everyone, I'm encountering an issue with a Fast Formula I’m using to verify the eligibility of an element entry for a specific task within a checklist, based… -
Auto update Task Due dateSummary: Hi, Is there a way to auto update the task due dates once the start date of new hire is postponed? Currently we have onboarding step that gets assigned when "hi…
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AOR For Electronic SignatureSummary AOR For Electronic SignatureContent When we have Task Type as Electronic Signature, the Performer is not allowing AOR. Getting this Warning - "You can't select a… -
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Issue in DocuSign Configuration - HCM Electronic Signature ConfigurationSummary: We have followed the below link to configure DocuSign for our customer with User name and password. However, during the recent time we faced a issue "You cannot… -
How to remove the on boarding checklist action buttons ?Summary: How to remove the on boarding checklist action buttons ? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to delete onboarding processI am able to cancel the onboarding process of the candidate/submission which was in "In progress" status. Now want to know if i can delete the onboarding process of the …
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Updating Assigned Journey ConfigurationSummary: Updating Assigned Journey Configuration Content (please ensure you mask any confidential information): I want to know if it is possible to update Journey Task c… -
Can I add a new hire's name onto the Journey's Name?Summary: We are looking to incorporate the new hire's name into the Journey's Name. For example, Onboarding Checklist for (INSERT NEW HIRE'S NAME HERE). IS this possible…
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Assigned person checklist information onlyWe have requirement to fetch the particular person information only when we click on see document We created a Task Type- Report there we have mentioned the report path … -
Preview Checklist Task of Native Electronic Signature typeSummary: We have checklist tasks of Native Electronic Signature type and they are tied to Document Type - Recruiting. Now when the candidate completes the task and revis… -
View only access to offboarding joureny tasksSummary: I created specific role which is based on the "View Worker Journey" role and i need that some Non-HR employees will have view only access to the off boarding ta…
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Unable to attach report to Checklist Task Type ReportSummary: Receiving warning message 'You're about to save the task even though the report doesn't exist in the specified report path. Continue anyway?' when attaching the…
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HOW TO UPDATE/CHANGE ACTION REQUIRED EMAIL NOTIFICATION SUBJECT LINE FOR A JOURNEY TASKWe have configured Onboarding Journey task for new hires to complete/go through certain Task. And the Task is Manual Task and we have used processing mode as "BI Publish…
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Is it possible to Auto populate Employee display in the employment agreement journeysSummary: is it possible to Auto populate Employee display in the employment agreement journeys Whenever the employee opens an assigned journey, they are requested to go …
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Document within a Journey - TaskSummary: Hi We have a need to add a document in different languages in one Task within a Journey, so new hires can fill in and being saved in Document of Records. Seems …
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HR manager unable to see the completed journey.Summary: Hi Team, I have created the journey 'Action HIRE'. once employee hire Line manager get the notification after 90 day's survey question, I have made the performe…
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Documents be translated when added to JourneySummary: Hello experts, Business wants to add a journey with a document attached and that same document to be translated to different languages when exported to differen…
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as admin how to follow up on onboarding tasksSummary: the client requested to follow up on onboarding tasks that will be assigned on other employees, i try onboarding but its empty all the time Content (please ensu… -
Redwood: Add Working as Manager field in Convert Pending Worker PageSummary: How to add Working as Manager field in Covert Pending Worker Page?