Versions Compared

Version Old Version 59 New Version Current
Changes made by

SriGowri Aspari

SriGowri Aspari

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

The My Tasks page provides Business Users with a clear overview of the tasks they need to complete for their role, or specifically for themselves. These tasks vary depending on the user's role and the New Hire's progress in the onboarding process. The timing of these tasks appearing in the console depends on the timeliness of the person completing the preceding tasks.

...

Note: In this example, since the user holds multiple roles (HR Specialist, I-9 Specialist, and E-Verify Specialist), the My Tasks console is showing invitations with pending activities that belong to each of these roles.

My Tasks console without "Export to Excel"


...

My Tasks console with "Export to Excel"

Image RemovedImage Added



Search Filter 

Use these search filters to quickly find a specific transaction. Next to the field, you can change the search option to specify how you want your text to be perceived.

Note: For those with a large number of tasks in the queues, please note that the My Tasks console queue is limited to 1000 tasks with the most recent Invitation ID at the top. If there is a need to access these earlier tasks, we recommend utilizing the search located at the top right of the window or enabling the Deferred Console Search Product Preference. These options will allow for better filter your entire task list. 

FieldBehavior

First Name

  • Filter by first name
  • Selecting "begins with" will search for the beginning of the First Name for the letter(s) that you enter
  •  Selecting "contains" will search for any of the First Names that has the letter(s) that you enter

  • Selecting "equal to" will search for the First Name that is exactly what you type in

Last Name

  • Filter by last name
  • Selecting "begins with" will search for the beginning of the Last Name for the letter(s) that you enter
  • Selecting "contains" will search for any of the Last Names that has the letter(s) that you enter

  • Selecting "equal to" will search for the Last Name that is exactly what you type in

Invitation ID
  • Filter by the New Hire's Invitation ID #
  • Selecting "equal to" will show you just the Invitation ID that you selected from the list
  • Click on the lookup and select from the list of invitations
Start Date
  • Filter by the New Hire's start date
  • Selecting "equal to" will show you the New Hire invitations with that specific start date
  • Selecting "between" will generate another search box
  • Selecting "greater than or equal to" will show you the invitations with that specific start date or later
  • Selecting "less than or equal to" will show you the invitations with that specific start date or earlier

...

The example below shows navigating to page "35" of the search results by clicking the "35" tab. To view invitation details, complete pending tasks, or see process details, click on the corresponding links for any selected invitation. Clicking any of these links will open the relevant details in a new window, while your search page remains open in the original window. To view additional information or complete another pending activity, return to your search page and click the appropriate link, which will also open the relevant details in a new window.


Image RemovedImage Added




What can you do on the process viewer page?

As a Business User (HR Specialist/Recruiter, I-9 Specialist, or E-Verify Specialist), you can download signed forms and attachments from the process viewer page. This page provides an overview of what is needed to be completed and at what time all of these activities were initiated and completed. It also indicates which activities are locked and which are accessible simultaneously.

To open the process viewer page for any invitation, click the "View Process" link for that specific invitation in the My Tasks Console.




The process viewer page with the list of activities displays with the following sections. To download signed forms and attachments for the entire process, click the "Download" drop-down button at the top of the page. To download forms for an individual activity, click the download icon next to the activity row.





Download Signed Forms

Select this option to download all of the New Hire's signed forms. Clicking it will download a .zip file containing all the signed forms.




Click on the downloaded .zip file to view the forms. The signed forms will be downloaded as PDFs as shown below.




Download Attachments

This link will download attachments from both the primary and restarted processes, including those uploaded during various process activities such as Smart Checklists, Employee Biographic Information, and I-9 Section 1 & Section 2. Note: If attachments are edited within the activities, the most recent updated attachments will be reflected here.

When clicked on the "Download Attachments", it downloads a .zip file if there are multiple attachments.




Open the downloaded .zip file to view the attachments. The attachments will be in PNG format, as shown below. Click on each file to open the attachment.




If attachments uploaded during process activities have the same file name, a number will be appended to each duplicate file name, starting from 1 and incrementing sequentially.




If only one attachment exists in the process for the transaction, the "Download Attachment" directly opens the file. 




If no attachments are present, the "Download Attachments" option will not appear in the drop-down menu.




Download Packet

Download Packet will generate a zip folder with pdf files containing the New Hire's Form I-9, any DHS notifications (such as Further Action Notices and Referral Notices), and copies of documents that have been attached.  




Opening the zip file will display individual folders for each activity. Click on the relevant activity folder to view any attached documents within that activity, as well as the signed PDF form.








...