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Table of Contents

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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 holds 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, I-9 Specialist or E-Verify Specialist for Smart Onboarding product; System Administrator, I-9 Specialist or E-Verify Specialist roles for Smart I-9 product.

By clicking on this button, the user can download the data as an excel file to the local computer. 




A sample downloaded excel file is given below:


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The details presented on the page are given below.


FieldField Description
I-9 ID

Distinctive numeric I-9 ID generated for the transaction

NameNew Hire's full name (First Name, Middle Name and Last Name)
I-9 Status

Active/Inactive/Ready to Purge

Hire Date

Displays the value depending on the given criteria

  • Start Date of the invitation (if Section 2 Hire date doesn't exist and Start Date of the invitation is not revised)
  • Revised Start Date (if Section 2 Hire Date doesn't exist and Start Date of the invitation is revised)
  • Hire Date specified in Section 2 activity (if Hire Date is entered in Section 2 and the activity is saved/completed)
  • Rehire Date specified in Supplement B activity (if New Hire is rehired within 3 years after termination and Supplement B is saved/completed with a Rehire Date)


Clicking on the I-9 ID link will open its summary details.




Again, click on the I-9 ID link on the summary page to view the Form I-9 details.

I-9 Summary Page




Form I-9 Details



In case, if the selected I-9 ID has additional I-9 processes associated to it, then you will see all the Invitation IDs associated with the I-9 when clicked on the I-9 ID link.




Given below is an example of such a scenario. Click on any invitation ID to continue and view its I-9 Summary. 




The details presented on the above drilldown page are given below:

FieldField Description
Invitation ID

Distinctive numeric invitation ID generated for the transaction

NameNew Hire's full name (First Name, Middle Name and Last Name)
Start DateStart Date of the New Hire's invitation
Business ProcessName of the primary/linked process associated with the invitation 
Business Process StateCurrent state of the process associated with the invitation 



Graphs

In this section, transactions are organized according to eligibility type, expiration date of the work authorization document, and the overdue reason indicated in E-Verify activity.

Eligibility TypeCitizenship Status, WAE Aging, Overdue Reasons
Hovering over any segment of these graphs shows the associated sub-category name and the total number of transactions in that sub-category.  

Clicking on any segment on the graph presents a popup page with the list of I-9 transactions associated with that particular segment.

Eligibility TypeCitizenship Status:





The page also includes "Export to Excel" button if the logged-in user has one of the roles that 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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WAE Aging:








Overdue Reasons:







The details displayed on the page includes - I-9 ID, Name, I-9 Status, Hire Date, Company/Business Unit.

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Clicking on the I-9 ID link will open the I-9 Summary details of that particular transaction.

I-9 IDs



Clicking on the I-9 ID link on the I-9 Summary page will open the transaction's Form I-9 details.

I-9 Summary Page



Form I-9 Details



List A Documents, List B Documents, List C Documents

In this section transactions are categorized based on the Section 2 documents. Hovering over any segment of these sections will open the associated sub-category name and the total number of transactions in that sub-category. 

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The page also includes "Export to Excel" button if the logged-in user has one of the roles that 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 the I-9 ID link will open the I-9 Summary of the respective transaction. For more details of the fields displaying on this page, please refer to the above section.

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Document States 

This visual representation illustrates different I-9/DHS document statuses associated with form I-9s, along with their respective totals. Each I-9 is presented in the corresponding Document State category, taking into account only the most recent I-9/DHS status to avoid duplication within the chart.

If you click on any row within the Document States section, it will display all I-9 IDs linked to that particular document state.




The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.




The details displayed on the page includes - I-9 ID, Name, I-9 Completion Status, Hire Date, Company/Business Unit, Business Process Status and the Invitation Type.

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Clicking on the I-9 ID link for the primary invitation type, will open the I-9 Summary details of that particular transaction. 




To view the Form I-9 details, click on the I-9 Id link on the summary page.


I-9 Summary







For linked invitation type, you will see the additional invitations for that specific I-9. 




Clicking on the Invitation ID will open the I-9 Summary details of that particular transaction. 

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