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The popup page will also include a "Export to Excel" button if the logged-in user's role has been granted with the data export capability. In situations scenarios where a user holds multiple roles, access to data export remains available in the I-9 Insight, if at least one of these roles possesses have such capabilities:
- System Administrator, HR Specialist, I-9 Specialist or E-Verify Specialist roles for the Smart Onboarding product.
- System Administrator, I-9 Specialist or E-Verify Specialist roles for the Smart I-9 product.
By clicking the "Export to Excel" button, the user can download the displayed data as an Excel file to their local computer.
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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WAE Aging:
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Overdue Reasons:
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with with data export capability. For more details on the data export functionality, please refer to the preceding section.
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Clicking on the I-9 ID link will open the I-9 Summary of the respective transaction. For more details of the fields displaying on this page, please refer to the above section.
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Document States
This visual representation illustrates different I-9/DHS document statuses associated with form I-9s, along with their respective totals. Each I-9 is presented in the corresponding Document State category, taking into account only the most recent I-9/DHS status to avoid duplication within the chart.
If you click on any row within the Document States section, it will display all I-9 IDs linked to that particular document state.
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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The details displayed on the page includes - I-9 ID, Name, I-9 Completion Status, Hire Date, Company/Business Unit, Business Process Status and the Invitation Type.
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