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Using this option in Keyword Search, HR Specialists can view New Hires' invitation data and administer their onboarding process including invitation actions, onboarding process actions, and process insights.
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To filter invitations specifically associated with a particular process status, use the checkboxes next to different statuses under Process Status.Example Example: Searching for force completed status is given below.
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If the logged-in user's role is configured for data export, an "Export to Excel" button will appear on the top right of the search results page. By clicking this button, the user can download the data displayed on the search results page as an Excel file to their local computer.
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Below is a sample of the downloaded Excel file. The information displayed on the search result page will appear as columns in the downloaded file. The keyword used for searching can be noticed on the top row.
Please note that only the top 50 results will be displayed on the search results page, and therefore the downloaded Excel file is limited to a maximum of 50 rows.
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| Product = Smart Onboarding |
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Resend Welcome Email
Resend Welcome will resend self registration email to the New Hire to create their User ID and Password. Once this option is used or Self Registration is completed, it will not be available in the Keyword Search Invitation actions.
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Choose "Invitations" as the Category and search using "All" as the keyword. Filter search results using facets to select the invitation. Click on invitation actions and select "Resend Welcome Email".
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Click on "Yes" to continue.
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The confirmation message displays after the welcome email has been sent.
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Under invitation actions click on "Revised Start Date".
Note: The Revised Start Date is different from the employee's first day of employment date mentioned on I-9 Section 2 for Form I-9. For Form I-9, the first day of employment date has to be updated only in I-9 Section 2.
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Enter the new Start Date and click "OK".
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All Administrative Users (System Administrators/Process Administrators/Content Administrators) and the Tenant Users with HR Specialist, I-9 Specialist/E-Verify Specialist roletypes roles can access this utility.
However, the link to perform admin actions is available only for the above mentioned Tenant Users.
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The Process Insight page displays as below.
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Use the "Admin Actions" link to view or perform the process actions. By clicking on this link, users can perform actions like restart the New Hire's process or any particular activity, terminate the process or force the New Hire's process to completion. Only the tenant users with HR Specialist, I-9 Specialist and E-Verify Specialist roletypes roles can access this link and perform these admin actions. These actions are not accessible by the the Administrative Users (System Administrators/Process Administrators/Content Administrators).
| Administrative Users - Process Insight without Admin Actions |
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Click on the "Admin Action" link to see the list of actions. By clicking these links, the users can perform respective actions on the New Hire's invitation process.
| HR Specialists/I-9 Specialists/E-Verify Specialists - Process Insight with Admin Actions |
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Activities:
Click on each step to expand the activity details.
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