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What is a Smart Onboarding invitation?
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Can a New Hire have multiple invitations?
New Hires can receive more than one invitation to onboarding, if they have expressed interest in more than one position or are working with more than one recruiter or HR Specialist. If they don't want to create separate User IDs for each invitation, they can use the same User ID to work with different invitations.
How do you associate existing User ID with a new invitation?
You can associate your User ID with multiple invitations only if "Allow same user account for multiple invitations" option is checked in the Authentication Preferences setup. For more details, please click here.
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By clicking on the Invitation ID link, you can access that specific invitation process.
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Linking multiple invitations through Invitation Personalization:
Another option to link invitation(s) to your existing User ID is through "Invitation Personalization". Click on "Invitation Personalization" option under "My Account" in the menu navigation on the left.
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The page will display the list of all invitations associated with your User ID. Click on the "Link Invitation" link.
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A popup window opens as shown below.
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In the popup page, enter the code provided in the new invitation email, check reCAPTCHA and click on "Link" button.
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If reCAPTCHA is not checked the following error message displays on the page.
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If the invitation code entered is incorrect, the invalid code message displays as below.
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If your code has been accepted, the below message will be displayed. To access the invitation added, you must log out and login again. Click OK on the message.
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After logging in, the newly added invitation shows in the list as shown below. Click on the Invitation ID to select the invitation that you want to work with.
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Anchor multipleinvitations multipleinvitations
When multiple invitations option is disabled in Authentication Preferences
If "Allow same user account for multiple invitations" option is not checked in Authentication Preferences, then adding the invitation(s) to the same user account is not allowed.
In this case, when you click on the "Continue" link in the new invitation email (which needs to be linked) and login into your existing account, you will not see the new invitation added in the linked invitation(s) list.
After login, the home page will show up if no linked invitations exist or will display the list of linked invitations associated with your User ID (if any).
| Authentication Preferences |
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In case if you are linking the invitations through Invitation Personalization, then the following error message displays when "Link Invitation" link is clicked on the Invitation Personalization page.
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How do you select which invitation to use in your session?
If you have more than one invitation associated with your User ID, you will see them listed in the invitation selection page. You must select one invitation that you want to work with and continue your onboarding process.
To select the invitation, you must click on the Invitation ID link.
But before clicking the Invitation ID link, you can set an invitation as the default, and/or add names to the invitations.
| Invitation Selection Page |
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How do you distinguish the invitations?
You can distinguish the invitations by adding different names to them. It is not required to do this but adding names would make it easy to identify the different invitations. Before clicking on the Invitation ID, you can enter Invitation Name for each one.
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How do you set a default invitation to be used for future logins?
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Can you switch between invitations after you have logged in?
After you log in, if there are multiple invitations associated with your User ID, you will see an icon at the top of your Homepage.
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Clicking on the drop down icon will show a list of the invitation(s) that are associated with your User ID, other than the one that is currently in use.
Click on an invitation in the list to switch to using that Invitation.
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How do you change invitation names and defaults after you have logged in?
After you login, you can access the multiple invitations setup page from the Menu icon. Click on Invitation Personalization.
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