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There are two categories of users in Smart Onboarding: Users and New Hires.
| Types of Users | Description |
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| Users | - Organization users who configure, maintain, and use the system
- A User may have more than one roletype assigned
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| New Hires | |
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Users fall into two categories: Administrative Users and Business Users.
| Types of Users | Description |
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| Administrative Users | - Configure and maintain content of the Smart Onboarding system
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| Business Users | - Work with New Hires in completing onboarding activities
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| Administrative Users | High Level Duties and Responsibilities |
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| System Administrator | - Smart Onboarding primary contact
- User maintenance
- System configuration
- Content revisions
- Process revisions
- Attribute revisions
- Homepage configuration
- Theme management
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| Process Administrator | - System configuration
- Content revisions
- Process revisions
- Homepage configuration
- Theme Management
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| Content Administrator | - Partial system configuration
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Business Users can have five roletypesrole types: Recruiter, HR Specialist, I-9 Specialist, E-Verify Specialist, and Help Desk Analyst. An individual user can be assigned multiple roletypesrole types. If a user has multiple roletypesrole types, they select the roletype role type that they are using when they log in.
This table gives high level descriptions of the access and responsibilities that are associated with each roletyperole type. Business Users interact with New Hires. Through the online system, they are able to process New Hires in order to legally hire them.
Click on the links provided for more information on these roletypesrole types.
| Business Users | High Level Duties and Responsibilities |
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| Recruiter | - Creates and launches New Hire invitations to onboard
- May be a participant in the New Hire onboarding process based on organization setup
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| HR Specialist | - Creates and launches New Hire invitations to onboard
- Verifies employee information during the onboarding process
- Sends data to the organization's HR system with optional integration
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| - Verifies that the correct documentation is provided by the New Hire to satisfy U.S. I-9 requirements and enters that information into the system
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| - Maintains the Smart ERP E-Verify setup
- Creates cases with DHS through the Smart E-Verify process
- Works with New Hires through the E-Verify process
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| Help Desk Analyst | - Handles New Hire security issues like password resets and locks
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| New Hire Users | High Level Duties and Responsibilities |
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| - Complete their onboarding process
- Interact with their homepage content
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