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There are two categories of users in Smart Onboarding: Users and New Hires.  

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


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Users fall into two categories:  Administrative Users and Business Users. 


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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 and E-Verify setupapplication.

What are the types of Administrative Users?

Administrative Users are broken down into three distinct Role Types 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 Types.

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

This table gives high level descriptions of the access and responsibilities that are associated with each roletyperole type.  Business Users interact with New Hires. Through the online system, they are able to process New Hires in order to legally hire them. 

Click on the links provided for more information on these roletypesrole types.

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
I-9 Specialist
  • 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
E-Verify Specialist
  • 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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A New Hire's main responsibility is to complete the necessary activities to bring them on board as employees.Image Removed


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

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