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The My Tasks from Elasticsearch presents different data to the Business Users depending on their role type and where the New Hire is in their onboarding process. The tasks' timing to appear in the search results is dependent on the timeliness of the person doing the tasks before them. The invitation first appears in HR Specialist's My Tasks, after a New Hire has finished their pre-screening activities.

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If you know the invitation ID, then enter the number in "Keywords" field and click Search. If you want to see the pending tasks of all invitations, enter "All/all" in the "Keywords" field and search.



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What related actions the users can perform from My Tasks?

The users can perform the following actions from My Tasks.

  • View Process
  • Review Invitations

How does the My Tasks show for a HR Specialist?

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The HR Specialist can continue with the New Hire's process to complete the other HR tasks.


What My Tasks related actions the HR/I-9 Specialist can perform?

The actions allow HR Specialist view the invitation and process details of the New Hire's invitation.

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View Process

This option allows you to check which tasks have been completed for the New Hire. When you click on the "View Process" link, the page displays as below.

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This is a simple way of seeing an overview of where the New Hire is in their process, including the HR, I-9, and E-Verify Specialist's activities. The activities can have the following states:

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Completed: Activity can be can be accessed and the information in the activity may or may not be available for editing

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Available: Activity can be accessed and has not yet been completed

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Locked: Activity cannot be accessed

The below example shows all the three activity states:

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Review Invitation

Displays the New Hire's invitation details:

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What does the My Tasks search results page display for the I-9/E-Verify Specialist?

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The actions the E-Verify Specialist can perform from here is view the process details and review invitation. Please refer the above section for more details on these actions.




How do users perform My Tasks related actions?

The My Tasks related actions allow users to view the invitation and process details of the New Hire's invitation.


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View Process

This option allows you to check which tasks have been completed for the New Hire. When you click on the "View Process" link, the page displays as below.


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This is a simple way of seeing an overview of where the New Hire is in their process, including the HR, I-9, and E-Verify Specialist's activities. The activities can have the following states:

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Completed: Activity can be can be accessed and the information in the activity may or may not be available for editing

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Available: Activity can be accessed and has not yet been completed

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Locked: Activity cannot be accessed


The below example shows all the three activity states:


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Review Invitation

Displays the New Hire's invitation details:


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