This is one of the self service options The Invitation Personalization option is available for the New Hire's Hires in their menu navigation to create /and manage proxy users in the onboarding/I-9 their process. Through Invitation Personalizationthis option, New Hires can invite can invite proxy users at any instance in time during their onboarding process whenever when they need help in completing the onboarding/I-9 activities. Also, there is another option to invite proxy users from From I-9 Section 1 as preparers/translators. For more details, please click here.. Once the proxy users assistance with completing process activities. Once the proxy users create their Smart Onboarding /or Smart I-9 E-Verify account, they can complete the New Hire's pending activities of the New Hire and also sign the forms electronically on their behalf.

Proxy users can also be invited as preparers or translators from Form I-9 Section 1 to assist in completing the Section 1 activity. For more details, please click here.. 

How to access Invitation Personalization?

Click on the menu icon in the top left corner of the page and select "Invitation Personalization" under in the My Account section from the left navigation menu.

How do you invite a proxy user through Invitation Personalization?

On the Invitation Personalization page, click the "Create Proxy Invitation" link associated with next to the invitation to for which you want to add the proxy userneed assistance in completing the process.

Read instructions carefully and enter the details.

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Enter First Name, Last Name, Phone and Email details of the proxy user and click "Invite". 

Click on 'OK' on the message to confirmcontinue. 

An email invitation will be sent to the user with , inviting them to the process and including a link for self-registration. 

The proxy user details will be added on the page as shown below. If you wish to add more users click the "Add Invitation" button that is displayed at the right top corner of the page.  

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Add a name to the invitation (optional) and click 'Save'.  Note Note that the link "Create Proxy Invitation" is now has now changed to "Manage Proxy Invitation(s)" . This is because for the corresponding row, indicating that proxy user(s) exist have been added for that invitation.

The email invitation sent format sent to the proxy user looks like belowwill resemble the following. By clicking on the 'Start I-9 Process' link, the user can self register create their account and begin the process. If it the user is an already registered user, they can use the code present included in the email can be used to link the invitation to their account. This topic is discussed in detail in the following sections.

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