What is Add New User/Contact?
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| User Role Type | Description |
|---|
| System Administrator | - Able to invite Administrative and Business users
- The first System Administrator must complete the Organization Onboarding
- Can perform all activities that a Process Administrator or Content Administrator can perform
- The first System Administator acts as the connection between the organization and Smart ERP
|
| Process Administrator | - Configures the business process
- Configures the business rules
- Can perform all activities that a Content Administrator can perform
|
| Content Administrator | - Can add, modify, and remove content in the system
- Ensures the correct content, policies, and information are available to be included in the onboarding process
|
Recruiter | |
| HR Specialist | |
| Help Desk Analyst | - Assists New Hires with problems in their onboarding process using the Help Desk Console
|
| I-9 Specialist | - Verifies the New Hire's employment eligibility information and documents
|
| E-Verify Specialist | - Initiates and manages the E-Verification process
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| Authorized Representative Remote I-9 User | - Special user nominated to complete Completes I-9 Section 2 on behalf of the employer
- Could be a notary public or parent if the new hire is less than 18 years of age
|
To be able to access the Add New User/Contact function, the System Administrator must have completed their own Self Registration and User Onboarding, as well as the Organization Onboarding process (if they are the first System Administrator).
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Field | Behavior |
|---|
Smart Onboarding - Roles (Required) | Defines the role of the user: - System Administrator
- Process Administrator
- Content Administrator
- Recruiter
- HR Specialist
- I-9 Specialist
- E-Verify Specialist
- Help Desk Analyst
- Authorized Representative Remote I-9 User
|
| Minimum Role Requirements | Each of these roles must be assigned to at least one User. The other roles are available, but not required. - System Administrator
- HR Specialist
- I-9 Specialist
- E-Verify Specialist (if using E-Verify)
|
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