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When the restart action is performed, you will be navigated to the Restart Activities page.
| Restart Activities Page |
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Click Restart group dropdown and select any one option Restart EBI/Restart I-9 Section 1/Restart I-9 Section 2/3. As discussed above, the "Restart EBI" is available only in the onboarding product but not in the Smart I-9 E-Verify.
| Smart Onboarding restart activities |
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| Smart I-9 restart activities |
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Restart EBI
Select Restart Group as "Restart EBI", enter the comment and click Submit.
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Restart EBI
Let us consider an invitation with E-Verify in 'Unconfirmed Data' status.
E-Verify activity showing as pending in My Tasks Console is given below:
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E-Verify activity showing as pending in Elasticsearch My Tasks category:
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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 E-Verify, 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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To perform 'Restart EBI', click on 'Restart Section 1 / Section 2 or 3' button provided at the bottom of the E-Verify page.
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The Restart Activities page opens as below:
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Select "Restart EBI" as Restart Group, enter Comment and click 'Submit'.
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Click on 'OK' to confirm the action.
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The page opens Process Viewer and shows Biographic Information, I-9 Section 1 & Submit to HR as pending for the candidate.
The New Hire has to complete these activities again and submit to HR for further HR processing.
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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 the New Hire logs in, the restarted activities show as pending in their home page as shown below. By clicking on the Biographic Information link, they can navigate to the EBI activity and continue the process.
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The EBI activity page opens as below. Make changes as required in the EBI activity and save.
Continue to other activates and complete the process. This is the normal restart EBI flow if no changes are made to the home state in the address information.
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If home state is modified, there will be an impact on the downstream activities. The New Hire must redo the tax forms and other payroll activities before submitting the onboarding information to HR.
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Take a look at the activities under Payroll and Taxes before modifying EBI.
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Let's edit home address on Employee Information page.
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Now enter the new home address and click click 'OK'.
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A message will be displayed about the impact on Tax forms. Click OK on the message.
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The new address populates on the EBI page. Click Save.
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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 is completed, the other activities including tax forms under Payroll and Taxes open up for editing.
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Acknowledge and complete Section 1.
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After completing Section 1, the process state for this transaction gets updated with the latest status. This can be viewed by the HR Specialist/I-9 Specialist/E-Verify Specialist 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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Now submit the onboarding information to HR. This completes the New Hire flow.
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After Submit to HR, the HR tasks needs to be completed for the New Hire's process. In HR tasks, after I-9 Specialist completes the 'Complete I-9' activity, the E-Verify Specialist will be able to create new E-Verify case for the restarted activity and complete the flow.
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Restart Section 1
Click Restart Group dropdown and select "Restart I-9 Section 1". Enter the comment and click Submit.
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