Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

User Role Type
Description
Recruiter
  • Creates and maintains New Hire invitations
  • Performs administrative tasks on the New Hire's onboarding process
HR Specialist
  • Creates and maintains New Hire invitations
  • Completes HR-related activities in the business process
  • Performs administrative tasks on the New Hire's onboarding process
I-9 Specialist
  • Verifies the new hire's Section 1 information and documents
  • Enters the New Hire's document information
E-Verify Specialist
  • Administers the USCIS E-Verify process
Help Desk Analyst
  • Administers changes to a user's account

 

Who can assign/change roles of a Business User?

Only a System Administrator can add a new role or change the existing role of a Business User.

How to add/delete/change a role type of a business user?

 

You can add/assign as many roles to a Business User as you want.

Click the Menu icon and navigate to Manage Users/Contacts.

 

Image Added

 


Click on the user name to access the user information. Note that the user has only two roles assigned at present.

 

Image Added

 


Click Add for Onboarding - Roles.

 

Image Added

 


Select the new role that you would like to add and click Save.

 

Image Added

 


You will notice the new role is added to the user.

 

Image Added

 




What pages can Business Users access?

...

Menu
Action
Recruiter
HR Specialist
I-9 Specialist
E-Verify SpecialistHelp Desk Analyst

Add or Update Invitation

(tick)(tick)   

View Process

(tick)(tick)   
 View Historic Process(es)(tick)(tick)   
 

Process Insight

(tick)(tick)   
 Process Simulator     
 Watch     
 

Resend Login

(tick)(tick)   
 Restart Process (tick)   
 

Terminate Process

(tick)(tick)   
 

Consider Process Complete

(tick)(tick)   
 

Restart Activity

 (tick)   
My Tasks Prescreen Activities (tick)   
 

Verify Information

 (tick)   
 

Complete Job Data

 (tick)   
 

Send Candidate Data to HR

 (tick)   
 Complete I-9  (tick)  
 E-Verify   (tick) 
(tick)(tick)(tick)(tick)(tick)
Onboarding Duties
  (tick)(tick) 
I-9 ConsolesI-9 Console  (tick)(tick) 
I-9 Consoles   (tick) 
I-9 ReportsI-9 Insight  (tick)(tick) 
Help Desk ConsoleResend Login    (tick)
 Lock Account    (tick)
 Unlock Account    (tick)
 Reset Password    (tick)
 Reset Pin    (tick)