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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.
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A sample downloaded excel file is given below:
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| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New 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
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
Clicking on the I-9 ID link will open its summary details.
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Again, click on the I-9 ID link on the summary page to view the Form I-9 details.
| I-9 Summary Page |
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| Form I-9 Details |
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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.
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Given below is an example of such a scenario. Click on any invitation ID to continue and view its I-9 Summary.
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The details presented on the above drilldown page are given below:
| Field | Field Description |
|---|---|
| Invitation ID | Distinctive numeric invitation ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) Note: If the Middle Name is entered as "N/A" in the Section 1 activity for the primary invitation process or during the linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be ignored when the name is displayed in the Name column. |
| Start Date | Start Date of the New Hire's invitation |
| Business Process | Name of the primary/linked process associated with the invitation |
| Business Process State | Current state of the process associated with the invitation |
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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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WAE Aging:
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Overdue Reasons:
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| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) Note: If the Middle Name is entered as "N/A" in the Section 1 activity for the primary invitation process or during the linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be ignored when the name is displayed in the Name column. |
| I-9 Status | Active/Inactive/Ready to Purge |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
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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.
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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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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.
| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) Note: If the Middle Name is entered as "N/A" in the Section 1 activity for the primary invitation process or during the linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be ignored when the name is displayed in the Name column. |
| I-9 Completion Status | Latest I-9/DHS document state of the corresponding I-9 |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
| Business Process Status | Status of the corresponding invitation process |
| Invitation Type | Indicates whether the process pertains to a primary invitation or linked/additional invitation |
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