Content Comparison

Service Provider (SmartERP)

• A new organization is created in the system
• The organization's designated representative (Initial System Administrator) is sent an email for their onboarding and their organization onboarding

System Administrator

• The initial System Administrator sets their login credentials

System Administrator

• The System Administrator must agree to their terms of use

System Administrator

• The System Administrator must agree to the organization terms of use

System Administrator

• The System Administrator can invite others to assist in configuring Smart Onboarding if desired
• The System Administrator can do all setup functions

Administrative User

• The Administrative User(s) must set their login credentials

Administrative User

• The Administrative User(s) must agree to terms of use

System Administrator

Process Administrator

Content Administrator

• Images
• Attachments
• Notification Templates - modify the text and contents of many automated system notifications to suit your organization's needs

System Administrator

Process Administrator

Content Administrator

• Images
  
  

System Administrator

Process Administrator

• Set up the organization name
• Set up the organization contacts
• Set up the default theme and theme driver
• Set up the logos
  
  

System Administrator

Process Administrator

Content Administrator

• Images - make your Homepages or activities pop by adding any image you want
• Attachments - present documents to the users on Homepages or during the onboarding process
• Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities

System Administrator

Process Administrator

• Set up the Homepage layout and content for the System Administrator, Users and New Hires
• Add the content to make your Homepages colorful and filled with useful information for all users

No

Authentication Preferences

System Administrator

• Choose if you would like to use challenge questions and/or two-factor authentication for system users when they log in

• Email Link Expiration Days - enter days if you would like to set an expiration for self registration link in the email invitation

System Administrator

Process Administrator

• Choose which key attributes will display and be prompted on key pages in the system
  
  
  

1517

No

Use a Attribute Revision to make changes to the attributes

System Administrator

• Add or modify existing system data (attributes) like Company, Business Unit, Department, etc.

System Administrator

Process Administrator

Content Administrator

• Images - make your Homepages or activities pop by adding any image you want
• Attachments - present documents to the users on Homepages or during the onboarding process
• Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities
• Verification Vendor(s)
• Background Check Vendor(s)

1719

No

Use a Process Revision to make changes to the onboarding business process

System Administrator

Process Administrator

• Modify or add activities into the onboarding process

• Set criteria for activities (for example, if only certain users are required to complete certain activities)

  
  

1820

 USA

DHS setup for E-Verify

System Administrator

E-Verify Specialist

• Create Process Revision to add the Complete I-9 and E-Verify activities to the business process

• DHS Client MOU registration procedures

• Smart I-9 DHS Client Setup

Yes

Invite Business Users to use the system: HR Specialist, Recruiter, I-9 Specialist, E-Verify Specialist, Help Desk

System Administrator

• System Administrator creates invitations to business users

2022

Yes

Business Users Self Registration

Business Users

• Business User(s) set their login credentials

Yes

Invite New Hires to use the system

HR Specialist or Recruiter

• HR Specialist or Recruiter creates invitations to New Hires