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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/I-9 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/I-9 activities. Also, there is another option to invite proxy users from From I-9 Section 1 as preparers/translators. For more details, please click here.. Once the proxy assistance with completing process activities. Once the proxy users create their Smart Onboarding /or Smart I-9 E-Verify account, they can complete the New Hire's pending activities of the New Hire and also sign the 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.
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How do you invite a proxy user through Invitation Personalization?
On the Invitation Personalization page, click the "Create Proxy Invitation" link associated with next to the invitation to for which you want to add the proxyneed assistance in completing the process.
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Read the instructions carefully and enter the details.
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Enter First Name, Last Name, Phone and Email details of the proxy user and click "Invite".
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Click on 'OK' on the message to confirmcontinue.
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An email invitation will be sent to the user with , inviting them to the process and including a link for self-registration.
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The proxy user details will be added on the page as shown below. If you wish to add more users click the "Add Invitation" button that is displayed at the right top corner of the page.
To navigate back to the "Invitation Personalization" page, click the "Return" button.
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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) are have been added for that invitation.
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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.
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Another way of inviting proxy users is from Form I-9 Section 1. Should a New Hire require assistance from a preparer in completing I-9 Section 1, they can extend send an invitation to them directly from Form I-9 Section 1.
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- Resend Welcome - resend welcome information to the proxy user
- Revoke - to revoke the proxy user'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.
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Actions - Resend Welcome |
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Once the user completes Self Registrationself registration, the option to resend invitation "Resend Welcome" will will not be available under the "Actions" menu.
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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 "Revoke".
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After this, the status becomes "Revoked" and the proxy user can not access his/her onboarding account.
Proxy Invitations |
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If the New Hire wants you want to reinstate proxy user’s account, he/she they must be added again and sent a new invite.
Account Unlock
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The user will be notified about this via email as given below:an email. The format of the email looks like below.
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This status can be seen by the New Hire The account locked status will reflect for the user on the Proxy Invitations page as given shown below.
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To unlock user’s account, the New Hire must click on Actions hyperlink click on "Actions" hyperlink and select "Account Unlock" from the menu.Note Note: The "Account Unlock" option option is available displayed only for the locked user accounts.
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Click "OK" on the confirmation message.
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This The following message confirms the user account is unlocked.
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