Supported Task Types in Guided Journeys
Task types determine the type of journey task, the task performer needs to complete. This table shows the supported task types that you can configure in guided journeys:
|
Task Type |
What You Use it For |
When is Task Complete |
Example |
|---|---|---|---|
| Analytics | Specify the OTBI report path and parameter to
display. This task type is available only for guided journeys. See the topic, How You Configure Analytics Task Type in Journeys |
User views the analysis on the guided journey task window. | View the analysis displaying person journey details in a guided journey task. |
|
Document |
Attach a document that workers can download, see, and read as part of their tasks. You can preview various attachments in journey tasks without having to download them to a local folder. You can't preview the attachment uploaded to a document task type when viewing the document task on the journey details page from the Explore tab. |
User clicks the Done or Complete button. |
Download insurance form, print (optional), fill up or
enter details, scan (if printed) the form and upload as attachment.
The attachment preview can be seen when viewing these pages:
|
| Embedded Learning | Include learning content to help a task performer in
their journey. You can include these content subtypes:
|
User clicks the Done button after they view the complete video in an embedded learn video task or after they have clicked the See document link in an embedded learn document task. | Training video that an employee needs to watch as part of their new hire onboarding process. |
|
External URL |
Define an external URL that workers will use to perform the task. You can create an URL that includes specific parameters or create the URL using the Manage Integration of Additional Applications task in Setup and Maintenance. See the topic, How You Configure the URL for an External URL Task Type in Journeys |
User is taken to another page to do the task but revisits the task page to mark the task as done or complete. |
Link to the benefits provider site. |
|
Manual Task |
Create a task that workers need to perform outside of the application. |
User clicks the Done or Complete button. |
Introduce the new hire to the team. |
|
Questionnaire |
Add a questionnaire to collect feedback from workers. You use the questionnaire functionality in HCM to create a
questionnaire and select the appropriate subscriber depending on
one of these journey categories:
The data collected using a questionnaire is available only within that questionnaire. You can create a custom BI report to fetch that data for display. To view and answer questions in a questionnaire, you need to add the HRT_MANAGE_QUESTIONNAIRES_PRIV privilege to your custom roles which need to access the questions in the journey task. |
User clicks the Done or Complete button. |
Onboarding survey, exit questionnaire, collect information. |
|
Report |
Specify and include a link to a published BI report. See the topic, How You Configure the Report Task Type in Journeys |
User is taken to another page to do the task but revisits the task page to mark the task as done or complete. |
Report that has all the employee details such as personal and assignment details for employee review. |
| User Defined Content | Display custom content from external end points in
guided journeys. You can define a guided journey task by using this
task type and connect a custom REST API. This task type is available only for Guided Journeys. See the topic, Configure User Defined Content Task Type for a Guided Journey |
User is taken to a panel drawer on the same journey page to do the task. | Global salary analysis for an employee based on their career level matrix. |
|
Video |
Add a video using either an Embedded URL or a Media URL for a video.
|
User clicks the Done or Complete button. |
Welcome video from the CEO to address new hires in the organization. Example of an Embedded URL on YouTube,
Example of Media URL and how you build the syntax of the URL: Link to access UCM:
When adding a media file from UCM, the link is generic.
Example:
You need to replace the part that says generic internal URL with your actual pod URL. The media URL for a video hosted in UCM will be something like
this:
|