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Types of UsersDescription
Users
  • Organization users who configure, maintain, and use the system
  • A User may have more than one roletype role assigned
New Hires



What are the types of Users?

Users fall into two categories:  Administrative Users and Business Users





Types of UsersDescription
Administrative Users
  • Configure and maintain content of the Smart Onboarding system
Business Users
  • Work with New Hires in completing onboarding activities

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Note: Apart from the above two, there is a temporary category of users nominated as Remote I-9 Users for completing the I-9 Section 2/Section 3 process on behalf of the employers. These users have limited access to the Smart Onboarding application.

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Administrative Users are broken down into three distinct Role Types roles that have varying degrees of responsibility. This table gives high level descriptions of their access and responsibilities.  

Click here for complete details about these Role Typesroles.

Administrative UsersHigh Level Duties and Responsibilities
System Administrator
  • Smart Onboarding primary contact
  • User maintenance
  • System configuration
    • Content revisions
    • Process revisions
    • Attribute revisions
    • Homepage configuration
    • Theme management
Process Administrator
  • System configuration
    • Content revisions
    • Process revisions
    • Homepage configuration
    • Theme Management
Content Administrator
  • Partial system configuration
    • Content revisions

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What are the types of Business Users?

Business Users can have five role types: Recruiter, HR Specialist, I-9 Specialist, E-Verify Specialist, and Help Desk Analyst.  An individual user can be assigned multiple role types.  If a user has multiple role types, they select the role type that they are using when they log in.

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Business UsersHigh Level Duties and Responsibilities
Recruiter
  • Creates and launches New Hire invitations to onboard
  • May be a participant in the New Hire onboarding process based on organization setup
HR Specialist
  • Creates and launches New Hire invitations to onboard
  • Verifies employee information during the onboarding process
  • Sends data to the organization's HR system with optional integration
  • Verifies that the correct documentation is provided by the New Hire to satisfy U.S. I-9 requirements and enters that information into the system
  • Maintains the Smart ERP E-Verify setup
  • Creates cases with DHS through the Smart E-Verify process
  • Works with New Hires through the E-Verify process
Help Desk Analyst
  • Handles New Hire security issues like password resets and locks

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New Hire UsersHigh Level Duties and Responsibilities
  • Complete their onboarding process
  • Interact with their homepage content

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