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The page will include a "Export to Excel" button if the logged-in user's role has been granted data export capability. In situations where a user possesses multiple roles, access to data export functionality remains available in the Invitation Insight, if at least one of the following roles possesses such capabilities: System Administrator, HR Specialist, or Recruiter for Smart Onboarding product; System Administrator or I-9 Specialist roles for Smart I-9 E-Verify products.
By clicking on this button, the user can download the data as an excel file to the local computer.
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A sample downloaded excel file is given below:
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To view invitation details of any specific invitation, click on its corresponding Invitation ID link.
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This will display the summary page for the corresponding invitation. Again, click on the Invitation ID link on the summary page to view the invitation details.
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Information on the invitation can be changed if the invitation status allows.
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