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Let us consider an invitation with I-9 Section 2 pending. 'Complete I-9' activity showing as pending in My Tasks Console is given below:
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'Complete I-9' activity showing as pending in Elasticsearch My Tasks category:
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You can also When the restart action is performed, the process state of the transaction changes to the 'Restarted' state which can be viewed by navigating to Invitation Console/Elasticsearch Invitation category.
Before restarting the EBI activity from Section 2, let us check the process state of the above invitation through Invitation Console or in Elasticsearch Invitations category.
Process State - in Invitation Console
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Process State - in Elasticsearch Invitations
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In I-9 Section 2 pageTo perform 'Restart EBI', click on 'Restart Section 1' button provided at the bottom of the Section 2 page.
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The Restart Activities page opens as below:
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Select Restart Group as "Restart EBI", enter the comment and click Submit.
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Click OK on the message to confirm the restart processactivity.
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The page This opens the Process Viewer page and shows Biographic Information, I-9 Section 1 & Submit to HR as pending for the candidate.
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The process state for the above invitation shows the updated status as 'Restarted' in the Invitation Console/Elasticsearch Invitations:
Invitation Console
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Elasticsearch Invitations
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The New Hire gets an email notification about the EBI restart as shown below.
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When New Hire logs in, EBI, I-9 Section 1 & Submit to HR activities show as pending under 'Outstanding Tasks' in the home page.
By clicking on the 'Biographic Information' link, New Hire can access the EBI activity.
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The EBI page opens up for the New Hire as below. Make the changes as required and save. Complete Section 1 activity and then submit to HR. This is the normal restart EBI flow with no changes made to the home state in the address information.
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Take a look at the activities under Payroll and Taxes before modifying the address in EBI.
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Click Edit for Home address on Employee Information page.
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The new address populates on the EBI page. Click on 'Save' button.
| New Address on EBI page |
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The process then navigates to Section 1 activity under Payroll and Taxes. Note that the tax forms are all in hold status. Once you complete Section 1, the other activities including tax forms under Payroll and Taxes open up for editing.
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After completing Section 1, the process state for this transaction gets updated with the latest status. This can be checked in the Invitation Console/Elasticsearch Invitations.
Invitation Console
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Elasticsearch Invitations
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The process now routes to Pay Check Preferences. Complete this activity and then open tax forms.
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The tax forms open up in edit mode. Complete all the forms under Payroll and Taxes.
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