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

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


What are the types of Users?

Users are broken down into two categories:  System Setup Administrative Users and Business Users.

 

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Types of UsersDescription
System Setup Administrative Users
  • Configure and maintain content of the Smart Onboarding system
Business Users
  • Work with New Hires in the onboarding activities

What are the types of

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Administrative Users?

System Setup 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.

System Setup Administrative UsersHigh Level Duties and Responsibilities
Tenant Administrator (a.k.a Tenant Admin)System Administrator
  • Smart Onboarding customer contact
  • Customer User maintenance
  • Total system configuration
    • Configuration Process revisions
    • Content revisions
    • Homepage configuration
    • Theme management
Configuration ManagerProcess Administrator
  • Total system configuration
    • Configuration Process revisions
    • Content revisions
    • Homepage configuration
    • Theme Management
Content ManagerAdministrator
  • Partial system configuration
    • Content revisions

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Business Users are broken down into five Role Types: Recruiter, HR AdminSpecialist, I-9 AdminSpecialist, E-Verify AdminSpecialist, Help Desk AdminAnalyst.

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

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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 AdministratorSpecialist
  • 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 AdministratorSpecialist
  • Verify that the correct documentation is provided by the New Hire to satisfy U.S. I-9 requirements
E-Verify AdministratorSpecialist
  • Maintain the Smart ERP E-Verify setup
  • Create cases with DHS through the Smart E-Verify process
  • Work with New Hires through the E-Verify process
Help Desk AdministratorAnalyst
  • Handle New Hire security issues like password resets and locks.

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

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