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Select the "Actions" tab. This displays the list of actions that you can perform.
| Info and Actions |
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Another way An alternative method to perform these actions is through by using the Keyword Search. For more details, please click here.
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This message confirms the process has been launched for the invitation.
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Once After the onboarding invitation is launchedinitiated, the New Hire will receive the following email. By clicking the "Start Onboarding" link in the email, the user can create their login User ID and Password.
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Another way to launch the invitation is through an email containing a link for self-registration. Below is an example of the invitation email for the Smart Onboarding product:
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An example of the New Hire invitation email sent for the Smart I-9 product is shown below:
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An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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This option will be available in under invitation actions after once the New Hire invitation has been launched. The "Selecting 'Resend Welcome" option ' will send a the self-registration email to the New Hire , providing a link to create their User ID and Password. This option is useful if the New Hire has not created their Smart Onboarding again, which can be helpful if they haven't created their Smart Onboarding account before the allotted time expiresexpired.
Click on "Info and Actions" and select link for the corresponding invitation, then choose "Resend Welcome" under the Actions tab.
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The New Hire will receive a re-launched or resend welcome the invitation email, which will enable them allow the New Hire to create a User ID and password and begin their onboarding process.
To self-register, the New Hire should use the "START ONBOARDING" link provided in the re-launched or resend welcome email.
Note: Once the re-launched or resend welcome email is received, the self-Note: Once the resend welcome email is received, the self-registration link from any previous welcome emails will no longer be valid.
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Another way to resend welcome email is through
Sample resend invitation emails for the Smart Onboarding and Smart I-9 products are given below:
| Resend welcome email for the Smart Onboarding product |
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A sample resend invitation email for the Smart I-9 product is shown below:
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An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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Click on each step to expand the activity details.
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Another way to access the Process Insight is through An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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| Message when the invitation is added to the watch list |
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Another way to access watch/unwatch is through An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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| Restart Process |
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Click "OK" to confirm continue with the process restart action.
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You will notice the New Hire's onboarding process restarted from the Electronic Disclosure activity. Process viewer for the restarted process is shown below:
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By clicking the "Click here" link on the message, the New Hire can open the activities for the restarted process.
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Another way to restart the process is through An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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Note: After the process is terminated, no further actions can be performed on the transactioninvitation.
For example, consider an invitation currently in the "Invitation In Progress" status.
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Navigate to the "Actions" tab to open the invitation related actions. Select actions menu and choose the "Terminate Process" link from the list.
Info and Actions → Actions |
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On the Terminate Process page, choose a reason for terminating the process from the dropdown, add a comment, and click the "Submit" button.
| Terminate Process Page |
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On the confirmation message, click "OK" to continue.
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The following message confirms the process is New Hire's process has been terminated.
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The terminated status will be updated for the transaction in the Invitation Console.
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After process termination, the Business Process Status and Onboarding Status of the invitation under the "Information" tab will also be updated.
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Since no additional further actions can be carried out performed on terminated transactions, the "Action" Actions tab for this specific transaction will not display any action options related to actions.
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The user whose process has been terminated will receive an email in the following format.
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There is also another way to terminate the process via An alternative method to perform this action is by using the Keyword Search. For more details, please click here.
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On this page, select a reason for completing the New Hire's process, type in enter a comment and submit.
| Force Complete Process Page |
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The Business Process Status and the Onboarding Status under the "Information" tab in Info and Actions will show the updated status.
| Info and Actions → Information |
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Another way An alternative method to perform this action is through by using the Keyword Search. For more details, please click here.
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Consider a New Hire process that is in progress with the "Verify Information" activity already completed.Note Note: You can view the pending activities for the invitation in the My Tasks Console.
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Once the New Hire completes their pending activities and submits the process to HR, HR Specialists can finish their tasks by clicking on the activity link that appears in the My Tasks Console.
| My Tasks Console |
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Another way An alternative method to perform restart activities is through this action is by using the Keyword Search. For more details, please click here.
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For the selected invitation, click on the "Info and Actions" link, then select "Set/View Important Dates" under the Actions tab.
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The page for setting up important dates looks like below:
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The dates, times, and descriptions entered here will be displayed on the candidate's homepage in the Important Dates section.
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Another way to set/view important dates is through An alternative method to perform this action is by using the Keyword Search.. For more details, please click here.
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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" from the menu.
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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.
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Enter a comment explaining the reason for restarting the activity and click "Submit".
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Click "Ok" to continue.
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The confirmation message shows as below:
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The New Hire will receive the following email after the activity is notified by email once the process has been restarted.
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After restart, the benefit activities will appear under pending tasks for the new hireNew Hire. By clicking on the corresponding link, the new hire New Hire can access the activities and complete them.
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This option will restart the entire New Hire's process.
Restart process through Invitation Console:
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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" from the menu.
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Select reason and , enter a comment explaining the reason for restarting the process. Click and then click "Submit".
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Click "OK" to confirm and continue with the action.
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The New Hire will receive the following email after is notified by email once the process has been restarted.
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By clicking the hyperlink under in the pending tasks Outstanding Tasks section, the New Hire can restart begin their process. When they reach the benefits activities, they can edit the benefit forms as needed and then resubmit them to the HR admin for review.
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