What is the Invitation Insight?
Invitation Insight shows the following metrics related to New Hire (Candidate) invitations and their onboarding process:
- Totals for invitations by status - Total, In Progress, Completed, Force Completed, and Terminated
- Invitation Status graph
- Start Date Aging graph
- Restarted Invitations graph
- Process State graph
- Onboarding Activities totals by activity and bar chart
- Onboarding Steps totals by step and bar chart
- Graphs with totals for Companies, Business Units, Departments, Job Codes, and Locations
Who can access the Invitation Insight?
Users with the following roles can access the Invitation Insight:
Smart Onboarding product: System Administrator, HR Specialist, Recruiter
Smart I-9 E-Verify product: System Administrator, I-9 Specialist
How do you access the Invitation Insight?
The Invitation Insight can be accessed via the Menu icon. The Menu icon can be found in the upper left corner of the page.
Click the Menu icon and select Invitation Insight under Invitations.
Smart Onboarding product:
| System Administrator |
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| HR Specialist |
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| Recruiter |
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Smart I-9 E-Verify product:
| System Administrator |
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| I-9 Specialist |
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What can you do on the Invitation Insight Page?
The different charts of Invitation Insight page is shown below.
| Invitation Insight Page |
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| Invitation Status Charts |
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| Process Status Charts |
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| Process Activities |
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| Process Steps |
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| Bar graphs showing data by Departments, Companies, Job Codes and Locations |
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Hovering over any segment in any graph shows the associated sub-category name and the total number of New Hires/Invitations in that sub-category.
| Candidate Insight Page |
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Clicking on a segment presents a popup with the details related to that segment.
| Invitation In Progress Popup |
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Click on a Invitation ID.
| Candidate ID |
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It presents a summary report for that invitation.
| Candidate Report |
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Clicking on Invitation ID again directs you to the invitation.
| Invitation Summary Report |
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Information on the invitation can be changed if the invitation status allows.
| Invitation |
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Hovering and clicking are available on any of the segments of any of the graphs.