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The Section 1 attachments shows as below.
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What actions the users can perform on invitations?
When you hover on the invitation ID, you The actions the users can perform related to invitations may vary based on their role types.
| Action | System Administrator | HR Specialist | Recruiter | I-9 Administrator | E-Verify Specialist | Help Desk Specialist |
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| Launch | - | Yes | Yes | Yes | - | - |
| Resend Welcome | - | Yes | Yes | Yes | - | - |
| View Process | - | Yes | Yes | Yes | - | - |
| I-9 Summary | - | Yes | Yes | Yes | - | - |
| View Attributes | Yes | Yes | Yes | Yes | Yes | - |
| Review Invitation | Yes | Yes | Yes | Yes | Yes | - |
| Manage Important Dates | - | Yes | Yes | Yes | - | - |
| Add to Watch List | - | Yes | Yes | Yes | - | - |
| Download Signed Forms | - | Yes | Yes | Yes | - | - |
| Download Attachments | Yes | Yes | Yes | - | - | |
| Revise Start Date | - | Yes | Yes | Yes | - | - |
| Force Complete Process | - | Yes | - | Yes | - | - |
| Restart Process | - | Yes | - | Yes | - | - |
| Restart Activities | - | Yes | - | Yes | - | - |
| Process Insight | Yes | Yes | - | Yes | - | - |
| Onboarding Summary | - | Yes | - | Yes | - | - |
How do you perform actions on invitations?
When you hover on the invitation ID, you will notice the image showing like "...". Click on the image.
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The actions that the user can perform on invitations may also vary based on their process states. Process states are nothing but the series of activities in the New Hire's onboarding process. As the New Hire's onboarding process advances from one activity to another, the actions that can be performed by the HR Admin on these invitations differ.
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All Administrative Users (System Administrators/Process Administrators/Content Administrators) and the Tenant Users with HR Specialist, I-9 Specialist/E-Verify Specialist roletypes can access this utility.
However, the link to perform admin actions is available only for the above mentioned Tenant Users.
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The Process Insight page displays as below.
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Use the "Admin Actions" link to view or perform the process actions. By clicking on this link, users can perform actions like restart the New Hire's process or any particular activity, terminate the process or force the New Hire's process to completion. Only the tenant users with HR Specialist, I-9 Specialist and E-Verify Specialist roletypes can access this link and perform these admin actions. These actions are not accessible by the Administrative Users (System Administrators/Process Administrators/Content Administrators).
| Administrative Users - Process Insight without Admin Actions |
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Click on the "Admin Action" link to see the list of actions. By clicking these links, the users can perform respective actions on the New Hire's invitation process.
| HR Specialists/I-9 Specialists/E-Verify Specialists - Process Insight with Admin Actions |
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Activities:
Click on each step to expand the activity details.
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