Create a Guided Journey

Click Create and enter the checklist details.

Field	Description
Category	Select the guided journey category. Example: Guided Journey
Name	Enter the guided journey name.
Code	Enter the checklist code.
Archive After Months	Number of months after which the checklist needs to be archived.
Purge After Months	Number of months after which the checklist can be purged.

Click Create Draft to save the checklist and click Tasks.

Click + to create a new task.

In the Overview pane, add the following information:

Field	Description
Task Name	Enter the task name.
Task Description	Enter the task description.
Status	Set the task status as active.
Sequence	Enter the task sequence.
Code	Enter a task code.
Make this task mandatory	Select yes to make this a mandatory task.
Add instructions for this task	Add all the information needed to perform the task.
Performer	Select the performer from the list. If the performer type is Area of Responsibility, then, select the Performer Responsibility Type from the list. If the performer type is Specific Person, enter the performer name.
Owner	Select the owner from the list. If the owner type is Area of Responsibility, then, select the Owner Responsibility Type from the list. If the owner type is Specific Person, enter the owner name.
Task Type	Select the type of task.
Task URL	Enter the URL.
Duration	Enter the duration for the availability of the guided journey.
Time Unit	Select the time unit which could be days, weeks, or months.
When does the task expire?	Select when the task should get over After assigned date or After due date.
After how many days?	Enter the number of days after which the task should get over.
Comments and attachment	Enable entering comments or uploading attachments here.

In the Advanced pane, add the following information:

Field	Description
Offset Days	Enter the number of offset days.
Preceding Task	Select the preceding task.
Display Preceding Task	Select Yes or No to display the preceding task.
Activation Criteria	Specify the activation criteria.
Delay Duration	Enter the delay duration value.
Time Unit	Select the time unit which could be days, month, or weeks.
Evaluate task performer and owner when task is initiated	Select Yes or No to evaluate the task performer and owner when the task is initiated.
Guided Journey	Select the guided journey from the list.
Journey Tasks	Enter the duration for the availability of the guided journey.
Rename Action Labels	Rename the action labels for Done, Not applicable, Add to Calendar, Save as Draft, Go to website, View Preceding Task as needed.
Configure Criteria	Add any configure criteria if applicable.

In the Notifications pane, set the notification overrides and the reminders:

Field	Description
Notification Overrides	Set the notification overrides for the performer and the owner for: When task is assigned or reassigned When task is completed When task is deleted When task is updated When task is force closed When task is marked as not applicable. When task expires
Reminders
Remind in Days	Set the number of days after which to send reminder.
Times to Remind	Enter the number of times to send reminders.
When to send reminder?	Specify when to send reminders.
Content Type	Select the template type to send the reminder. If you select the default content type, the deafult alert message is selected automatically.
Reminder Template	Select the reminder template for the alert types user-defined content and user defined content

In the Display Settings pane, set the show or hide settings for performer, owner, line manager and other user, for the following task properties:

Save the task.

To test the guided journey you 've just assigned, go to the employee self-service page and click the tile you want.

Navigation: Me > Pay

The guided journey for the selected tile appears.