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Table of Contents

What is the Help Desk Console?

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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.




Search results

Based on the search criteria selected in the Search Filter/Quick Filter, the invitation details display in the search results. Only the first 1000 rows can be seen in the search results. The details of the search results include the following fields:


Field

Behavior

Invitation ID

  • New Hire's distinctive ID #
  • Clicking on this will pull up the New Hire's personal information and job information
Name
  • New Hire's name
Start Date

  • Employment start date mentioned on the New Hire's invitation

Invitation Status
  • The status of the New Hire's invitation - Created, Launched, In Progress, Completed or Terminated.
Business Process
  • Tells whether the invitation belongs to the primary process or additional I-9 processes that are initiated after completing the primary process 
View Process


  • The "process" refers to the onboarding/I-9 process, and "View Process" shows you the list of activities in the process and their status details

View Historic Process

  • It shows the complete process history for that New Hire

Info and Actions
  • Clicking on "Info and Actions" will pull up tabs for New Hire information and process actions. The actions will vary depending on the Invitation Status.



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Navigating through search results 

The search results are displayed in pages with each page containing 10 rows by default. The rows displaying per page can be altered by selecting a different value in "Rows per page" drop-down.


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To navigate through the search result pages, you can 

  • use "Previous" and "Next" buttons
  • click on the page number tab or select the page in the drop-down and click on the "Go" button

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Using this feature, it is easy to navigate to any page in the search results and review information for any New Hire's invitation.  

Below example shows navigating to page "7" of the search results by clicking on the "7" tab. To view the invitation and process details, or perform actions related to New Hire's account click on the corresponding links for the selected invitation.


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Clicking any of the links except for "Info and Actions", will open the corresponding details in a new window, while your search page remains open in the previous window. If you need to view additional information for the same invitation or access details for another invitation, return to your search page and click the corresponding console link, which will open the relevant details in a new window. However, clicking the "Info and Actions" link will open a pop-up page for viewing information and performing actions within the same search page window. Once any actions are performed from "Info and Actions", the activity related to that action will open in a new window and the search in the previous window will return to the first page.    


How do you access invitation details?

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