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The My Tasks from Elasticsearch presents different data to the Business Users depending on their role type and where the New Hire is in their onboarding process. The tasks' timing to appear in the search results is dependent on the timeliness of the person doing the tasks before them. The invitation first appears in HR Specialist's My Tasks, after a New Hire has finished their pre-screening activities.
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Business Users with HR Specialist, Recruiter, I-9 Specialist and E-Verify Specialist role types can access My Tasks through Elasticsearch.
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Click on Elasticsearch icon and select "My Tasks" in the Category drop down.
If you know the invitation ID, then enter the number in "Keywords" field and click Search. If you want to see the pending tasks of all invitations, enter "All/all" in the "Keywords" field and search.
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What related actions the users can perform from My Tasks?
The users can perform the following actions from My Tasks.
- View Process
- Review Invitations
How does the My Tasks show for a HR Specialist?
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Here, click on the "HR Tasks" link to navigate to the activity and complete the rest of the process.
The HR Specialist can continue with the New Hire's process to complete the other HR tasks.
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What actions can you perform in My Tasks for HR Specialist?
The actions allow HR Specialist view the invitation and process details of the New Hire's invitation.
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View Process
This option allows you to check which tasks have been completed for the New Hire. When you click on the "View Process" link, the page displays as below.
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This is a simple way of seeing an overview of where the New Hire is in their process, including the HR, I-9, and E-Verify Specialist's activities. The activities can have the following states:
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The below example shows all the three activity states:
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Review Invitation
Displays the New Hire's invitation details:
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What does the My Tasks search results page display for the I-9/E-Verify Specialist?
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This navigates to the activity and allows I-9 Specialist to complete the I-9 process.
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The I-9 Specialist can view the invitation and process details of the New Hire's invitation through My Tasks actions. Please refer the above section for more details on these actions.
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My Tasks for E-Verify Specialist:
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By clicking on the "HR Tasks - E-Verify" link, the E-Verify Specialist can access the activity and proceed with DHS verification of the candidate's DHS verification process.
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By clicking on the invitation link in My Tasks, the E-Verify Specialist can navigate to the E-Verify activity and continue with New Hire's DHS verification process.
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Scroll down the page and click on the "Create Case" button to initiate E-Verify.
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The actions the E-Verify Specialist can perform from here is view the process details and review invitation. Please refer the above section for more details on these actions.
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How do users perform My Tasks related actions?
The My Tasks related actions allow users to view the invitation and process details of the New Hire's invitation.
View Process
This option allows you to check which tasks have been completed for the New Hire. When you click on the "View Process" link, the page displays as below.
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This is a simple way of seeing an overview of where the New Hire is in their process, including the HR, I-9, and E-Verify Specialist's activities. The activities can have the following states:
| Completed: Activity can be can be accessed and the information in the activity may or may not be available for editing |
| Available: Activity can be accessed and has not yet been completed |
| Locked: Activity cannot be accessed |
The below example shows all the three activity states:
Review Invitation
Displays the New Hire's invitation details: