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If the New Hires need assistance in completing their onboarding activities, they can engage a proxy to participate in onboarding on their behalf. The proxy user will be able to complete the pending activities of the New Hire and also sign the electronic forms on their behalf. The proxy can be a new invitee/external user or any Admin / SSO or internal user. 

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Linking of the invitations is possible only if "Allow same user account for multiple invitations" option is checked in the Authentication Preferences. If this option is unchecked, linking of multiple invitations is not allowed. 

To link invitations, the Admin users can use the following methods:

• using "Continue" link in the email invitation
• through Invitation Personalization

Linking multiple invitations using "Continue" link in the email invitation:

To link the new invitation to the existing user account, click on the "Continue" link in the invitation which needs to be linked.

This will display the login page where you can enter into the Smart Onboarding account using your existing User ID and Password.

After successful login, the new invitation gets added to the invitation(s) that is associated with the user's account and displays as shown below.

By clicking on the Invitation ID link, you can access that specific invitation process.

Linking multiple invitations through Invitation Personalization:

Another option to link invitation(s) to your existing User ID is through "Invitation Personalization". Click on "Invitation Personalization" option under "My Account" in the menu navigation on the left.

The page will display the list of all invitations associated with your User ID. Click on the "Link Invitation" link.

A popup window opens as shown below.

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In the popup page, enter the code provided in the new invitation email.

The following message displays on the page if you don't check reCAPTCHA.

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Similarly, follow the same procedure to link other invitations.

When multiple invitations option is disabled in Authentication Preferences

If "Allow same user account for multiple invitations" option is not checked in Authentication Preferences, then adding the invitation(s) to the same user account is not allowed. 

In this case, when you click on the "Continue" link in the new invitation email (which needs to be linked) and login into your existing account, you will not see the new invitation added in the linked invitation(s) list.

After login, the home page will show up if no linked invitations exist or will display the list of linked invitations associated with your User ID (if any).

In case if you are linking the invitations through Invitation Personalization, then the following error message displays when "Link Invitation" link is clicked on the Invitation Personalization page.