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Pending Activities:
Below is an example of clicking on the Complete I-9 activity.
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A popup page will display invitation IDs with "Complete I-9" listed as the pending activity. Additionally, the page will include a "Export to Excel" button if the logged-in user's role either System Administrator or HR Specialist, has been configured with data export capability.
Clicking on the "Export to Excel" button will download the results as an excel to the local computer.
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The downloaded excel file will look like below:
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For users with the System Administrator role, clicking on the Invitation ID link will open the invitation summary. However, for users with the HR Specialist role, clicking on the Invitation ID link will open the corresponding pending activity.
Here, the System Administrator role scenario is taken as an example.
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The summary page for the corresponding invitation looks like below. To further navigate to the invitation details, click on the invitation ID link on the summary page.
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Pending Tasks By Roles:
To illustrate this, consider the HR Specialist role. The "Pending Tasks BY By Roles" section for HR Specialists will display only tasks relevant to their role. Click Clicking on the graph to view will show the full list of available pending tasks available to them.
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All The pending tasks will appear in a pop-up page. This page includes an "Export to Excel" button if the logged-in user's role, either System Administrator or HR Specialist, has been configured with data export capability. For more information on the data export functionality, refer to the preceding section.
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