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Menu | Pages/Actions | Recruiter | HR Specialist | I-9 Specialist | E-Verify Specialist | Help Desk Analyst |
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Create Invitation | Add Invitation |
|  | Can do only for I-9 product | ||
Consoles | Invitation Console | | |
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| I-9 Console | | |||||
| E-Verify Console | | |||||
| Reverify Console | | |||||
| Help Desk Console | | |||||
| My Tasks Console | Prescreen Activities |  | ||||
Verify Information | | |||||
Complete Job Data | | |||||
Send Candidate Data to HR | | |||||
| Complete I-9 | | |||||
| E-Verify |
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| Reports/Dashboards | Invitation Insight | | | |||
| I-9 Insight | | | | |||
| Work Assignment Insight | | |||||
| Generic Reports | | | | |||
| My Profile | My Profile | | | | | |
Create Invitation: This feature facilitates the creation of invitations for new hires.
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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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For additional information, please refer to online documentation specific to each dashboard under Dashboards/Reports section.
How can you download the signed forms?
Business Users can download both employee- and employer-signed forms via the View Process link in the My Tasks Console or Invitation Console.
Note: HR Specialists can also download signed forms through the Send Candidate Data to HR activity. Click here for details.
Clicking the "View Process" link opens the process page, displaying all activities sequentially along with their statuses.
My Tasks Console:
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Invitation Console:
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From this page, signed forms and attachments can be downloaded in two ways:
- Download per activity: Click the download icon next to an activity to download its associated documents.
- Download all at once: Download all signed forms and attachments for the entire process in a single file.
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Download per activity
Click the download icon next to the activity. This option is available only if the activity is saved or completed. The "Download Signed Forms" option appears only if the activity is signed, while the "Download Attachments" option appears only if attachments exist in the activity and the activity is saved.
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Download Signed Forms
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Opens the signed form for the corresponding activity.
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Download Attachments
If multiple attachments exist, they will be grouped into a ZIP file and downloaded to the system. If there is only one attachment, it will open directly.
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If multiple document attachments have the same name and format, the downloaded file names will include a numeric suffix in ascending order.
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Download all forms together
Click on the "Download" button below the profile details.
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The options for downloading signed forms, attachments, and packet will be available in a dropdown menu. Select the appropriate option to proceed. The conditions for these options to appear are as follows:
- Download Signed Forms – Available as soon as any activity is completed by the New Hire.
- Download Attachments – Available if at least one document has been uploaded as an attachment in any process activity.
- Download Packet – Available only at the process level and only if at least one attachment exists in the process.
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Download Signed Forms
Will download the signed forms as PDF documents.
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Download Attachments
If there are multiple attachments, they will be grouped in a folder. If a single attachment exists, it will be opened directly.
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If multiple document attachments have the same name and format, the downloaded file names will include a numeric suffix in ascending order.
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Download Packet
Downloads each of the signed forms as individual folders.
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Clicking the folder opens the attachments (if available) and the PDF of the signed form.
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If there are multiple attachments, they will be grouped in a folder. By clicking on the folder, you will be able to view all the attached documents.
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