How You Use Journeys

Journeys is a one-stop place that's meant to guide workers step-by-step as they transition through changes such as getting married, being promoted, or onboarding. You can use the Journeys app to go to the Journeys landing page.

Here's what you can see and act on when you access the Journeys app, based on your role.

Tabs

Line Manager and HR Specialist

Employee

Explore

You can see predefined and personal journeys and do these actions:

  • Create a new journey and add it to your personal journey library

You can see action such as Add to My Journeys and Assign Journey when you drill-down to the journey.

Not available.

My Journeys

You can see journeys assigned to you.

You can see journeys assigned to you.

My Tasks

You can see tasks you need to perform as part of your journeys as well as others journeys

You can see tasks you need to perform as part of your journeys as well as others journeys. You can also see tasks assigned to other task performers as part of your assigned journeys in the Others' tasks section.

Assigned Journeys

You can see journeys assigned to your team. You can force close, delete, or edit an assigned journey if your administrator has given you the required privileges.

Not available.

Activity

You can monitor the progress and status of an assigned journey when you mass assign a journey to multiple people in a single transaction. You can drill-down to the journey details page to see the assignment details.

Note: The list of assigned journeys on the Activity tab will automatically be purged after 180 days from the date they were assigned. This however has no impact on the assigned journey as such. Also, your administrator can specify the duration after which the list should be purged.

Not available

Note: By default, the search on these tabs displays results with the Starts With operator. This is controlled by the ORA_PER_JRNY_SEARCH_STARTSWITH profile option that is set to Y by default.

Your Task Actions in Assigned Journeys

All tasks display two most relevant actions Done and Not Applicable on the task. Based on the task type, the actions that display will vary. Actions that are common to most tasks such as Add to Calendar, Save as Draft, Start (for OPA task type), and See Status (for both OPA and I-9 task types) appear under the More Actions drop-down list. This table lists the task actions you can perform:

As a Line Manager and HR Specialist

As an Employee, Contingent Worker, and Pending Worker

  • Add predefined tasks from the task library.

  • Add new tasks of the type Document, External URL, Manual, and Video.

  • View progress of tasks assigned to you, the journey assignee, and other users

  • View task notes.

  • View tasks that are yet to be assigned and are deferred.

  • Send reminders on tasks. Employees receive a notification of the same.

  • Act on required tasks.

  • Mark a task as done.

  • Mark a task as not applicable.

  • Add the task to your calendar.

  • Save the task as draft.
  • Edit the task due date.

  • Edit a task in an assigned journey.

  • Reassign task.

  • Reopen completed tasks.

  • Remove task.

  • View and respond to questionnaire and configurable form tasks inline.

    • Once you submit your response, the questionnaire and your responses display in read-only mode.
  • View the Work Info section for pending workers.
Note: You can edit a task in an assigned journey only if your administrator has given you the required privileges.
  • View progress of your tasks by status, that's completed or overdue.

  • View task notes.

  • Act on required tasks.

  • Mark a task as done.

  • Mark a task as not applicable.

  • Add the task to your calendar.

  • Save the task as draft.
  • View and respond to questionnaire and configurable tasks inline.

    • Once you submit your response, the questionnaire and your responses display in read-only mode.
Note: A user can mark the task as Done only if they have clicked these links in the task:
  • Go to application task in an Application task

  • Go to website in an External URL task

  • Go to website in an I-9 Verification task

  • Go to website in a DocuSign task

  • See document in a Native Electronic Signature task

  • See document in a Report task