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There are 2 ways to access the Help Desk Console as an Help Desk Analyst:

  • Menu Icon
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  • All authorized users can use the Menu icon to access the Help Desk Console.
  • Quick Links*
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  • If you are an Help Desk Analyst you can use the Help Desk Console link provided on the home page.
  • *Note: your organization can remove this link but it is provided as part of our delivered home page.

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Click the Menu icon, and click "Help Desk Console" under Consoles.

Access through Menu icon

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Access through Quick Links:

Click the "Help Desk Console" link in Quick links bar under the home page image.

Quick Links:

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What makes up the Help Desk Console?

Help Desk Console Page

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SectionsBehavior

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  • Enter about the New Hire's First Name, Last Name or Start Date and click Search
  • The values will be filtered by the search field values

Invitation Details Image RemovedDetails Image Added

  • Invitation ID - Click the Hyperlink to view the New Hire Invitation
  • View Process - The "process" refers to the onboarding process, and "View Process" shows you what has been done and what needs to be done
  • View Historic Process(es) - It shows the complete process history for that New Hire
  • Info and Actions - Clicking on "Info and Actions" will pull up tabs for New Hire information and process actions. The actions will vary depending on the Invitation Status

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Click on any I-9 ID link.


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Two links display for accessing "Review Invitation" and "Invitation Summary".


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Click on "Review Invitation" link to see the invitation details.


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Review Invitation

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To view invitation summary, click on "Invitation Summary".


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Invitation Summary

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How do you access Help Desk Console actions?

Click on the link Info and Actions for an Invitation ID.

Info and Actions

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Under Actions tab, you will see the Help Desk Console actions.

Help Desk Console Actions

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How to perform Help Desk activities via Elasticsearch?

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In the search results, click on "..." for any invitation and select the action to perform. Depending on the invitation status, the actions displayed for invitations may differ.


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