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The process state for the above invitation shows the updated status as 'Restarted' status in the Invitation Console/Elasticsearch Invitations:
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The New Hire gets an email notification about the EBI restart as shown below.
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New Hire Flow:
When New Hire logs in, EBI, I-9 Section 1 & Submit to HR activities show as pending under 'Outstanding Tasks' in the home page.
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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 After completing EBI and Section 1, the changes can be submitted to HR. This is the normal restart EBI flow with when no changes are 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 pageTo change the address, click on 'Edit' under Home Address.
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Now enter Enter the new home address and then click on 'OK'.
| Change Home Address |
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A message will be displayed about the impact on Tax forms. Click 'OK on ' on the message.
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The new address populates on the EBI page. Click on 'Save' button.
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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 After Section 1 is completed, the other activities including tax forms under Payroll and Taxes open up for editing.
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When the New Hire completes Section 1, the process state for this transaction gets updated with the latest status. The HR/ I-9/This can be viewed HR Specialist can view this in the Invitation Console/Elasticsearch Invitations .as shown below:
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 formsAfter completing Pay Check Preferences, click on tax forms in the menu navigation.
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The tax forms open up in edit mode. Complete The New Hire should complete all the forms under Payroll and Taxes .
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Now and then submit the onboarding information data to HR.
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After Submit to HR, the process routes to HR tasks needs to be completed for the New Hire's process.. For more details on HR tasks, please click here.
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| Submit to HR |
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Restart Section 1
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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The New Hire gets the following email notification about the I-9 Section 1 restart.
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New Hire flow:
When New Hire logs in, I-9 Section 1 & Submit to HR activities show as pending under 'Outstanding Tasks' in the home page.
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After completing Submit to HR, the process state for this transaction gets updated with the latest status. This can be checked The I-9/HR Specialist can view this in the Invitation Console/Elasticsearch Invitations .as shown below:
Invitation Console:
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Elasticsearch Invitations category
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