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What is the Invitation Insight?
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How do you access the Invitation Insight?
The Invitation Insight can be accessed via the Menu icon. The Menu icon can be found in the upper left corner of the page.
Click the Menu menu icon and select "Invitation Insight" under Invitations.
Smart Onboarding product:
| System Administrator |
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| HR Specialist |
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| Recruiter |
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Smart I-9 E-Verify product:
| System Administrator |
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| I-9 Specialist |
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What can you do on the Invitation Insight Page?
The different charts of Invitation Insight page is shown below.
| Invitation Insight Page |
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| Invitation Status Charts |
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| Process Status Charts |
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| Process Activities |
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Hovering over any segment in any graph shows will display the associated sub-category name and the total number of New Hires/Invitations in that sub-category.
| Candidate Insight Page |
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Clicking on a the segment presents a popup with the details related to that segment.
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Click on a Invitation ID.
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It presents a summary report for that invitation.
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Clicking on Invitation ID again directs you to the invitation.
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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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Hovering and clicking are available on any of the segments of any of the graphs.
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