The Collaboration option in Smart Onboarding allows users to post comments and share information. The option is provided at two levels, one is at Collaboration can be of process level and another at activity level. The process level collaboration is available only for the process users such as HR Specialist/I-9 Specialists where as the activity level collaboration is available to both process users and candidatesIt can be done through process viewer or from the process activities.

Who can collaborate at the process level?

The users who can view candidate's process have access to Process users such as HR Specialist/I-9 Specialist can have process level collaboration through process viewer.

How do you collaborate through process viewer?

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Click on the Elasticsearch icon. Select "Invitations" as Category and enter invitation ID or name as search keyword and click on "Search" button. When the result show up, click on "..." to access invitation actions and select "View Process". You can also see "Remove from the watch list" option in the actions since the user is automatically added to the watch list. Users who are under watch list will receive an alert when any Collaboration activity is added.

(Note: The user who created or launched the invitation is will be automatically added to the watch list. Since the HR Specialist has created the invitation here, he/she is automatically added to the watch list and the option "Remove from the watch list" is shown in the related actions. To watch or unwatch, use actions "Add to the watch list" / "Remove from watch list" on the invitation.)

The process viewer page displays as below.

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To enter a comment, click on the collaboration gadget at the top of the view process page, underneath the candidate's name, job and start date. Comments can also be entered in the candidate's pending activities by clicking on the Collaboration icon next to them.

Enter a comment and click "Submit".

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Access via Consoles

Another way the HR Specialist/I-9 Specialist can to access process viewer is via regular consoles - My Tasks and Invitation console. An example of accessing process viewer through "My Tasks" is shown below.

How do users collaborate

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from their process activities?

Users can collaborate at the activity level from their process activities with the help of a gadget. The gadget is available for the candidates in their process from Electronic Disclosure and the process users will have the gadget available it in their process activities. 

Candidate:

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Every activity of the candidate's process has collaboration gadget available at the bottom right corner of the page. Candidate can post comments beginning from Electronic Disclosure.

When the gadget is clicked, a small pop up window opens with all the previous comments (if any) and allows candidate to enter and submit comment comments if required.

and  sers with diferent role types can athe category used to access process viewer vary.s can view candidate's process viewer through different Elasticsearch Categories. All process users can access process viewer through Based on the role type, the process can If you . I you are a HR Specialist, it can be viewed through My Tasks or Invitation actions through Elasticsearch. I-9 specialists can view process,  to process viewer, use Elasticsearch option given at the top right menu. 

process users who have access to view the users with roletypes who s There are two ways how a user can 

Who can access activity level collaboration?

How do candidates enter comments  

Process users should be able to collaborate at both process level and activity level
User who launches the process/recruiter should be added to watch list by default
Watch list users should be notified when a comment is entered. Users who entered prior comments in respective process/activity also should be notified. This is similar to any collaboration app like JIRA/Teams

• We support process level collaboration and anyone one that can get to the view process for the candidate can see process level collaboration
• Any action level collaboration is strictly based of access profiles. If you are readonly/edit, you will be able to collaborate
  *Any time collab activity is added, people under "WATCH" list will get auto-alert pushed to them that they can see in the alert inbox
• Invitation creator/invitation launcher are auto-added to WATCH list

To watch, unwatch, you need to go to invitation console and use the watch/unwatch actions

HR entered The comments submitted by the candidate in each activity can be seen in the process viewer by clicking on the collaboration gadget next to the activities as shown below. 

HR Specialist/I-9 Specialist

For process users the Collaboration gadget is available in their process activities. Click on the gadget to post comments. These comments can be seen by the process users in the process viewer.

How are the users notified of Collaboration activity?

Any time a collaboration activity is added, users under watch list will be notified by an alert. 

However, when HR enters a comment in any activity, candidate does not receive alert but the Collaboration gadget for that activity indicates there is a message, after candidate refreshed refreshes the page.
Candidate does not receive a alert at all if he/she does not participate in collaboration, even HR entered a comment in each candidate's pending activity.
HR or I-9 Specialist (added to watch list) would receive alert in real-time (without refreshing the page).
HR entered a comment to the collaboration gadget at the top of the view process page, underneath the Candidate name, job and start date. Candidate will not see that gadget until he/she completed the Electronic Disclosure activity and access the View Process page.Unless Candidate initiates the conversation, they will not become participants of the thread. Once  

The candidate will receive alerts only when they initiate the conversation and become part of the conversation thread i.e when HR comments are reviewed and further collaboration happens from candidate side, they will start receiving alerts..