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Table of Contents

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User Role Type
Description

Recruiter

(This role not available in the Smart I-9 product. The duties of a Recruiter is performed by users with the I-9 Specialist role)

  • Creates and maintains New Hire invitations
  • Performs administrative tasks on the New Hire's onboarding process

HR Specialist

(This role not available in the Smart I-9 product. The duties of a HR Specialist is performed by users with the I-9 Specialist role)

  • Creates and maintains New Hire invitations
  • Completes HR-related activities in the business process
  • Performs administrative tasks on the New Hire's onboarding process
I-9 Specialist
  • Verifies the New Hire's Section 1 information and documents
  • Enters the New Hire's document information in Section 2
E-Verify Specialist
  • Administers the USCIS E-Verify process
Help Desk Analyst
  • Administers changes to a user's account

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Below is an example illustrating the Invitation Console with "Export to Excel" button enabled for the HR Specialist role. Note: If the HR Specialist role doesn't have data export capabilities, but the user is assigned either the I-9 Specialist or E-Verify Specialist roles, and if at least one of these roles has export functionality enabled, the "Export to Excel" button will remain visible for the HR Specialist in the Invitation Console.

By clicking on this button, the user can download the search results displayed in the console as an Excel file to their local computer. 

Note: The "Export to Excel" button is specifically designed to download search results obtained from using the search fields. Note that filtering by the Quick Filter feature will not limit results in the export.

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