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Help Desk Console with "Export to Excel" enabled

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Each section of the Help Desk Console is explained in detail below:

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Based on the search criteria selected in the Search Filter/Quick Filter, the invitation details display in the search results. Only the first 1000 rows can be seen in the search results. The details of the search results include the following fields:

FieldBehavior
Invitation ID
  • New Hire's distinctive ID #
  • Clicking on this will pull up the New Hire's personal information and job information
Name

New Hire's full name

Start Date

Employment start date mentioned on the New Hire's invitation

Invitation StatusThe status of the New Hire's invitation - Created, Launched, In Progress, Completed or Terminated.
Business Process

Process the New Hire's invitation belongs to

View Process

Shows the process for that New Hire

View Historic Process

Shows the complete process history for that New Hire

Info and Actions

Clicking "Info and Actions" opens tabs for New Hire information and process actions. The available actions will vary based on the Invitation Status.



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Navigating through search results 

Search results are displayed in pages, with each page showing 10 rows by default. You can change the number of rows displayed per page by selecting a different value from the "Rows per page" drop-down menu.

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To navigate through the search result pages, you can:

  • Use the "Previous" and "Next" buttons
  • Click on the page number tab or select a page from the drop-down menu and click the "Go" button.
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Using this feature, you can easily navigate to any page within the search results and review information for any New Hire's invitation.

In the example below, page "74" of the search results is accessed by clicking the "74" tab. To view the invitation details, process information, or perform actions related to a New Hire's account, click the corresponding links for the selected invitation.

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Clicking any of the links, except for "Info and Actions," will open the corresponding details in a new window, while your search page remains open in the previous window. If you need to view additional information for the same invitation or access details for another invitation, simply return to your search page and click the corresponding console link, which will open the relevant details in a new window.

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Clicking "Review Invitation" will open the details of the corresponding invitation.


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Clicking on the "Invitation Summary" option will open summary details of the corresponding invitation.

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Help Desk Console actions for an in-progress invitation process:


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Help Desk Console actions for a completed process:

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