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Another way to set/view important dates is through the Keyword Search. For more details, please click here.

What actions should be used to edit benefits information after New Hire submits the process to HR?

Once the process is submitted to HR, the New Hire cannot modify their onboarding information unless the respective activity or process is restarted by the HR Specialist.

The following actions can be performed to restart the benefits activities:

1. Restart Activity
2. Restart Process

Restart Activity:

Consider a New Hire's process with Submit to HR completed.

Restart activity through Invitation Console:

Select the Invitation ID for which you want to restart the benefits activities. Click "Info and Actions" and select "Restart Activity" under the Actions tab. 

Restart activity through Elasticsearch :

Click on the Keyword Search icon and select "Invitations" in the Category drop down. Search with a suitable keyword.

Here, Invitation ID is used as the search keyword. This action displays the invitation in the search results. Click on actions and select "Restart Activities".

Select from the Restart Group dropdown which activity you want to restart. Each option in the Restart Group is a collection of different activities that was previously configured.  

To restart benefits activities, select "Correction to Benefit Forms" option from the Restart Group dropdown.

Enter a comment explaining the reason for restarting the activity and click "Submit".

Click "Ok" to continue.

The confirmation message shows as below:

The New Hire will receive the following email after the activity has been restarted.

After restart, the benefit activities will appear under pending tasks for the new hire. By clicking on the corresponding link, the new hire can access the activities and complete them.

Restart Process:

This option will restart the entire New Hire's process.

Restart process through Invitation Console:

Select the Invitation ID for which you want to restart the process. Click "Info and Actions" and select "Restart Process" under the Actions tab.

Restart process through Keyword Search:

Click on the Keyword Search icon and select "Invitations" in the Category drop down. Enter the keyword in the "Keywords" field and click "Search".

Here, the Invitation ID is used as the search keyword. The search will display the invitation in the results. Click on actions and select "Restart Process".

Select reason and enter a comment explaining the reason for restarting the process. Click "Submit".

Click "OK" to confirm and continue.

The New Hire will receive the following email after the process has been restarted.

By clicking the hyperlink under the pending tasks section, the New Hire can restart their process. When they reach the benefits activities, they can edit the benefit forms as needed and then resubmit them to HR.