| Table of Contents |
|---|
This is one of the self service options The Invitation Personalization option is available for the New Hire's Hires in their menu navigation to create /and manage proxy users in the onboarding their process. Through Invitation Personalizationthis option, New Hires can invite can invite proxy users at any instance in time during their onboarding process whenever when they need help in completing the onboarding activities. From Form I-9 Section 1, New Hires can invite proxy users as Preparers/Translators. Once the proxy assistance with completing process activities. Once the proxy users create their Smart Onboarding or Smart I-9 account, they can complete the New Hire's pending activities of the New Hire and also sign the electronic forms electronically on their behalf.
Proxy users can also be invited as preparers or translators from Form I-9 Section 1 to assist in completing the Section 1 activity. For more details, please click here.
How to access Invitation Personalization?
Click on the Menu icon menu icon in the top left corner of the page and select '"Invitation Personalization' under '" in the My Account 'section from the left navigation menu.
|
How do you invite a proxy user through Invitation Personalization?
In On the Invitation Personalization page, click on 'the "Create Proxy Invitation'" link next to the invitation for which you need assistance in completing the process.
|
Read the instructions carefully and enter the details.
|
Enter First Name, Last Name, Phone and Email details of the proxy user and click '"Invite'".
|
Click on 'OK' on the message to confirmcontinue.
|
This will send an email invitation An email will be sent to the user with , inviting them to the process and including a link for self-registration.
...
...
|
The proxy user details . If will be added on the page as shown below. If you wish to add more users click on the '"Add Invitation' button " button that is enabled displayed at the right top corner of the page.
Click on 'Return' to To navigate back to 'the "Invitation Personalization' page" page, click the "Return" button.
|
Add a name to the invitation (optional) and click 'Save'. Note Note that the link "Create Proxy Invitation" is now has now changed to "Manage Proxy Invitation(s)" . This is because the for the corresponding row, indicating that proxy user(s) exists have been added for that invitation.
|
The email invitation sent format sent to the proxy user looks like belowwill look the following. By clicking on the 'Start I-9 Process' link, the user can self register create their account and begin onboardingthe process. If it the user is an already registered user, they can use the code present included in the email can be used to link the invitation to their account. This topic is discussed in detail in the following sections.
...
How to invite proxy user (preparer/translator) from Form I-9 Section 1?
...
|
What is the another way of inviting proxy users?
Another way of inviting proxy users is from Form I-9 Section 1. If the Should a New Hire needs preparer help for require assistance from a preparer in completing I-9 Section 1, they can invite them from Form I-9 Section 1.
Click the radio button for Preparer/Translator assistance. A button is enabled to invite a new Preparer. Click on 'Invite New Preparer'.
...
Enter First Name, Last Name, Phone & Email ID and then click on 'Invite'.
...
Click 'Yes' on the message to confirm.
...
This confirms an email is sent to the user.
...
The email invitation looks like below. By clicking on 'Start I-9 Process' link, the users can self register and start onboarding.
...
After self registration, the preparer can click on the 'I-9 Section 1' link under 'Outstanding Tasks' to access Section 1 activity.
...
The user added through Invitation Personalization as well as from Form I-9 Section 1 appear in Preparer/Translator drop down in the preparer section. You can select any of these users from the drop down for completing send an invitation to them directly from Form I-9 Section 1.
...
Like wise, you can add maximum of five preparers from I-9 Section 1. The users invited/added in Section 1 will be added to the proxy users list in Invitation Personalization.
...
For more details on inviting preparers/translators, please click here.
How many proxy users can you invite from Invitation Personalization?
Through Invitation Personalization, you can invite as many proxy users as required to complete the pending activities. But from Form I-9 Section 1, you can invite/add only maximum five preparers/translators for completing Section 1 activity.
The following error message displays, if you try to add more than five preparers in Section 1.
...
What actions can you perform on the
...
proxy invitations?
New Hires can perform three the following actions on an the active proxy invitationinvitations.
- Resend Welcome information - resend welcome information to the proxy user
- Revoke permission of Revoke - revoke the proxy user to access onboarding Account Unlock if 's access to the onboarding/I-9 process
- Account Unlock - Unlock account when the proxy user's account is locked.
...
- Note:
...
- This option is visible only when the proxy user's account is locked.
|
Resend Welcome
Clicking Resend Welcome information sends an email invitation to the proxy user again to create This option is visible only until proxy user completes self registration by creating their User ID and Password.In the Proxy Invitations page, for the newly invited proxy user click on Actions hyperlink and select Resend Welcome. This will send out a new invitation to the proxy userpassword. This will resend the onboarding/I-9 invite to the user.
Click on "Actions" and select "Resend Welcome".
Actions - Resend Welcome |
|---|
|
Using this email, proxy user can create User ID and Password.
Once the user completes Self Registrationself registration, the option to resend invitation ‘"Resend Welcome’ " will not be available under 'the "Actions’.
...
" menu.
|
Revoke
Using this action, the New Hire you can revoke the proxy user access to their onboarding/I-9 account. Click Actions hyperlink and then select RevokeClick "Actions" hyperlink and then select "Revoke".
Actions - Revoke |
|---|
|
Click Click "Ok" on the confirmation message to confirm revoke action.
...
|
After this, the status becomes becomes "Revoked" and the proxy user can not access his/her onboarding account.
Proxy Invitations |
|---|
|
If the New Hire wants you want to reinstate proxy user’s account, he/she must send they must be added again and sent a new invite to the proxy user.
Account Unlock
After five unsuccessful attempts, the users’ account may get locked and restrict them from accessing their account.
Account lock message |
|---|
|
The user will be notified about this via email as given below:
...
Email Notification
...
This status can be seen by the New Hire in an email. The format of the email looks like below.
|
The account locked status will reflect for the user on the Proxy Invitations page as given shown below.
Proxy Invitations page |
|---|
|
To unlock user’s account, the New Hire must click on Actions hyperlink and select Account Unlock.Note: The Account Unlock option is available click on "Actions" hyperlink and select "Account Unlock" from the menu. Note: The "Account Unlock" option is displayed only for the locked user accounts.
...
Actions - Account Unlock
...
...
|
Click "OK" on the confirmation message to confirm account unlock.
...
Click OK on the message to confirm account unlock
...
This
|
The following message confirms the user account is unlocked.
|
|
After account unlock, the user status shows as active in the Proxy Invitations page as given below.
...
User account in 'Active' status after account unlock
...
|
How to link multiple invitations through Invitation Personalization?
New Hires can link multiple invitations to the same user account. For more details on linking the invitations, please click here.