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| Help Desk Console without "Export to Excel" option |
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| Help Desk Console with "Export to Excel" enabled |
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Each section of the Help Desk Console is explained in detail below:
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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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A sample downloaded excel file format is shown below. The search filters applied to find the results is also displayed on the top row of the file.
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How do you access invitation details?
Click on any invitation ID link in the console. This will display options to view invitation and I-9 ID link.
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Two links display for accessing "Review Invitation" and "Invitation Summary".
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Click on "Review Invitation" link to see the invitation details.
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To view invitation summary, click on "Invitation Summary"details based on the progress of the New Hire onboarding process.
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Note:
- The Onboarding Summary is specific to the Smart Onboarding product and is accessible for New Hire invitations with completed Employee Biographic Information activity.
- The I-9 Summary option appears only when the I-9 ID is generated for the New Hire's invitation i.e when Section 1 data is entered and saved/electronically signed by the New Hire.
Clicking on "Review Invitation" will open the details of the corresponding invitation.
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Clicking on the "Invitation Summary" option will open summary details of the corresponding invitation.
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| Invitation Summary |
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How do you access Help Desk Console actions?
Click To access console actions for any invitation, click on the "Info and Actions" link for an Invitation ID.
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Under Actions tab, you will see the Help Desk Console actions.
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associated with the corresponding invitation, and select "Actions" tab.
Based on the progress of the New Hire onboarding process, the actions on the invitation will vary.
Help Desk Console actions when the invitation is launched:
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Note: The "Reset e-PIN" option will show up in actions only if e-PIN is enabled in organization's Authentication Preferences setup.
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Help Desk Console actions for an in-progress invitation process:
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Help Desk Console actions for a completed process:
| Actions for a completed invitation |
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How to perform Help Desk activities via Elasticsearch?
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