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Pending Activities:
Below is an example of clicking on the Complete I-9 activity.
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A popup page will display invitation IDs with "Complete I-9" listed as the pending activity. Additionally, the page will include a "Export to Excel" button if the logged-in user's role either System Administrator or HR Specialist, has been configured with data export capability.
Clicking on the "Export to Excel" button will download the results as an excel to the local computer.
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The downloaded excel file will look like below:
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For users with the System Administrator role, clicking on the Invitation ID link will open the invitation summary. However, for users with the HR Specialist role, clicking on the Invitation ID link will open the corresponding pending activity.
Here, the System Administrator role scenario is taken as an example.
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The summary page for the corresponding invitation looks like below. To further navigate to the invitation details, click on the invitation ID link on the summary page.
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Pending Tasks By Roles:
Click on any graph under this section to see the tasks by roles.
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A popup page will display the pending tasks for the selected role. The page also includes a "Export to Excel" button if the logged-in user's role, whether System Administrator or HR Specialist has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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Clicking on a Invitation ID link presents the summary details for the associated invitation.
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Clicking on the Invitation ID link on the summary page will further navigate to the invitation details.
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