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Notices allow you to sort special scenarios related to process such as process/activity restarts, I-9 assignments to remote users, and I-9s pending for review with I-9 Specialists etc.

How to

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download invitation search results?

If the logged-in user's role is configured for data export, an "Export to Excel" button will appear on the top right of the Contact Search search results page. By clicking this button, the user can download the data displayed on the search result results page as an Excel file to their local computer. 

Below is a sample of the downloaded Excel file. The information displayed on the search result page will appear as columns in the downloaded file. The keyword used for searching can be noticed on the top row.

Please note that only the top 50 results will be displayed on the search results page, and therefore the downloaded Excel file is limited to a maximum of 50 rows. 

When no results are found for the search, clicking on the "Export to Excel" button will display the following error message.

How do you access the Invitation Summary details?

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Resend Welcome Email

Resend Welcome will resend self registration email to the New Hire to create their User ID and Password. Once this option is used or Self Registration is completed, it will not be available in the Keyword Search Invitation actions.

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Choose "Invitations" as the Category and search using "All" as the keyword. Filter search results using facets to select the invitation. Click on invitation actions and select "Resend Welcome Email".

Click on "Yes" to continue.

The confirmation message displays after the welcome email has been sent.

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Under invitation actions click on "Revised Start Date".

Note: The Revised Start Date is different from the employee's first day of employment date mentioned on I-9 Section 2 for Form I-9. For Form I-9, the first day of employment date has to be updated only in I-9 Section 2.

Enter the new Start Date and click "OK".

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All Administrative Users (System Administrators/Process Administrators/Content Administrators) and the Tenant Users with HR Specialist, I-9 Specialist/E-Verify Specialist roletypes can access this utility.

However, the link to perform admin actions is available only for the above mentioned Tenant Users.

The Process Insight page displays as below. 

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Use the "Admin Actions" link to view or perform the process actions. By clicking on this link, users can perform actions like restart the New Hire's process or any particular activity, terminate the process or force the New Hire's process to completion. Only the tenant users with HR Specialist, I-9 Specialist and E-Verify Specialist roletypes can access this link and perform these admin actions. These actions are not accessible by the Administrative Users (System Administrators/Process Administrators/Content Administrators).

Click on the "Admin Action" link to see the list of actions. By clicking these links, the users can perform respective actions on the New Hire's invitation process.

Activities:

Click on each step to expand the activity details.

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