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Click the "Help Desk Console" link in Quick links bar under the home page image.


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What

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are the contents of the Help Desk Console?

The Help Desk Console page includes the Search Filter, Quick Filter, the "Export to Excel" button facilitated for downloading the search results and the invitation details. The "Export to Excel" button will only be visible if the logged-in user's role (Help Desk Analyst) has been configured for data export. 

Help Desk Console without "Export to Excel"

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Help Desk Console with "Export to Excel"

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Each section of the Help Desk Console

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Search Fields Image Removed

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  • Enter about the New Hire's First Name, Last Name or Start Date and click Search
  • The values will be filtered by the search field values

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Invitation Details Image Removed

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is explained in detail below:

Search Filter

When there are a lot of new hire invitations in the system, it is efficient to use search filter options to quickly find a specific invitation. Next to the field, you can change the search option to specify how you want your text to be perceived.

Field Behavior

First Name

  • Filter by first name
  • Selecting "begins with" will search for the beginning of the First Name for the letter(s) that you enter
  • Selecting "contains" will search for any of the First Names that has the letter(s) that you enter

  • Selecting "equal to" will search for the First Name that is exactly what you type in

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Last Name

  • Filter by last name
  • Selecting "begins with" will search for the beginning of the Last Name for the letter(s) that you enter
  • Selecting "contains" will search for any of the Last Names that has the letter(s) that you enter

  • Selecting "equal to" will search for the Last Name that is exactly what you type in

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Start Date
  • Filter by the New Hire's start date
  • Selecting "equal to" will show you the New Hires that start on that specific date
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  • Selecting "between" will generate another search box
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  • Selecting "greater than or equal to" will show you the New Hires that started on that specific date or later
  • Selecting "less than or equal to" will show you the New Hires that started on that specific date or earlier


In this example, the search results are filtered by Start Date.


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Quick Filter 

Quick Filter is another way to quickly find a specific invitation or search for invitation details. 


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Export to Excel

If the logged-in user's role (Help Desk Analyst) has been configured with export functionality, the user will find the "Export to Excel" button in the console. Clicking this button allows the user to download the search result file as an excel to the local computer.

Note: The "Export to Excel" option is specifically designed to download search results obtained from using the search fields, and will not function for results obtained via the Quick Filter search.


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How do you access invitation details?

Click on any I-9 ID link.

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