What is the Invitation Console?

The Invitation Console is used to view a New Hire's invitation details, manage invitation and process actions, and view the process simulator and process insights.

From the Invitation Console, the following actions can be performed:


View process details of New Hire's invitation
Check the activity routing information
Watch/Unwatch the New Hire's process
Resend the New Hire's invitation
Restart the New Hire's process
Force the New Hire's process to completion
Terminate the New Hire's process
Restart a particular activity
View process insight for analyzing purpose

Who can access the Invitation Console?

In the Smart Onboarding product, users with HR Specialist, Recruiter, I-9 Specialist and E-Verify Specialist roles have access to the Invitation Console. For the Smart I-9/E-Verify product, access to the Invitation Console is available to users with I-9 Specialist and E-Verify Specialist roles (HR Specialist role is not available in the Smart I-9 Product). However, the console actions the users can perform will vary depending on the user's role and where the new Hire is in their process.

When do you see an invitation in the Invitation Console?

The New Hire's invitation data is available in the Invitation Console once after the invitation is created and saved. As the New Hire progresses through their process, the invitation status will be updated in the console.

How do you access the Invitation Console?

The Invitation Console can be accessed in two different ways:

Access via Menu Icon:

Click the menu icon in the top left corner of the page, then select "Invitation Console" from the Invitations section in the menu navigation.

Menu

Access via Quick Links:

From the Quick Links bar on the homepage, select the "Invitation Console" option.

Home Page with Quick Links

What are the contents of the Invitation Console page?

The Invitation Console page comprises sections for the Search Filter, Quick Filter, the "Export to Excel" option and search results containing invitation details displayed for the selected search criteria. The data displayed within the console is based on the user's security settings established by the System Administrator. Consequently, users will only have visibility to the data for which they have been granted access. For instance, if a user's access is restricted to "Research" Company data, they will exclusively view information associated with that particular company within the console.

Additionally, the "Export to Excel" button will be visible below the search fields if the logged-in user’s role is configured for the data export feature. Users with multiple roles will have access to the data export feature in this console as long as they hold at least one of the following roles: HR Specialist, I-9 Specialist, or E-Verify Specialist, and if any of these roles is configured with this capability.

Invitation Console with "Export to Excel"

Each section of the Invitation Console page is discussed in detail below:

When there are many New Hires in the system, you can use search filter options to quickly find transactions specific to a criteria. Next to the field, you can change the search option to specify how you want your text to be perceived.

Note: Only 1000 rows are displayed in the Invitation Console, with the most recent Invitation ID at the top. If more than 1000 rows exist and you need to access earlier invitations, you may need to perform a specific search for that transaction or use the Keyword Search located at the top right of the window.

Field	Behavior
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
Business Process Status	Filter by the New Hire's process status This field is probably the most helpful if you need to see which New Hires process is in progress, terminated, completed or have problems with their process Only one search option available to search for the process status Selecting "equal to" will search for processes that match the status you selected
Invitation ID	Filter by the New Hire's ID # Selecting "equal to" will show you just the New Hire that you selected from the ID list Selecting "between" will generate another search box Click on the lookup and select from the list of New Hires
Start Date	Filter by the New Hire's start date Selecting "equal to" will show you the New Hires that start on that specific date Selecting "between" will generate another search box Selecting "greater than or equal to" will show you the New Hires that started on that specific date or later Selecting "less than or equal to" will show you the New Hires that started on that specific date or earlier

In this example, the search results are filtered by Start Date.

Quick Filter

Quick Filter is another way to quickly find a specific invitation or to get a list of invitations matching specific criteria.

Export to Excel

If the logged-in user's role is configured with export functionality, the user will see the "Export to Excel" button within the console. Users with multiple roles will have access to this feature if they hold at least one of the following roles: HR Specialist, I-9 Specialist, or E-Verify Specialist, and if any of these roles is configured with export capabilities.

Clicking this button will download the search results displayed in the console as an Excel file to your local computer.

Note: The "Export to Excel" button is specifically designed to download search results obtained from using the search fields. Note that filtering by the Quick Filter feature will not limit results in the export.

Note: If no results are found for the search criteria, the "Export to Excel" button will not appear in the console.

A sample downloaded Excel file is shown below. For downloads from the Invitation Console, the file will include not only the result columns displayed on the page but also standard attribute information (such as Company, Business Unit, Department, Location, Job Code) and any additional invitation attributes as columns. Additionally, the top row of the file will display the search filters applied to obtain the results.

Example of an invitation with additional attribute information:

If multiple filters are applied in the search criteria, the Excel file will display all the search filters applied to obtain the results.

Search Results

Based on the search criteria selected in the Search Filter/Quick Filter, the invitation details will 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:

Invitation details

Field	Behavior
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 name
Start Date	The date the New Hire started
Invitation Status	The status of the New Hire's invitation - Created, Launched, In Progress, Completed & Terminated Note: This is different from Business Process Status which helps you to understand where the New Hires are in their process or if any actions are taken to resolve the issues associated with the New Hire's process.
View Process	The "process" refers to the onboarding process, and "View Process" shows you the list of activities in the process and their status details
View Historic Process	It shows the complete process history for that New Hire
Info and Actions	Clicking on "Info and Actions" will pull up tabs for New Hire information and process actions. The actions will vary depending on the Invitation Status.

View Process

Shows the New Hire's Name, Job Code, Start Date and "Download" button on the top (next to New Hire's image) and the list of onboarding process activities with status represented as icons next to each activity. It includes New Hire as well as HR/I-9/E-Verify Specialist activities. Note: If revised start date exists for the transaction, then the Start Date is updated with the revised date.

Note: The lock symbol represents the activity is locked and not routed, the icon represents the activity is routed/in progress but not completed and symbolizes a completed activity.

Activities that are routed or completed includes the description with date, time, status and the user role type details as given below. For routed activities, the role type of the user is included whereas for the completed ones the user name is displayed.

Note: If the user has multiple role types, the first role type assigned to the user is displayed.

If the process has no activities routed, then the process gets auto completed and the invitation status shows as "Invitation Complete". The process viewer page for such transactions shows as below.

Since there are no activities in the process, there are no items to download and the "Download" button is not available.

Example: Process Viewer for an I-9 Process with no activities routed

Info and Actions

Clicking the "Info and Actions" link will pull up tabs for New Hire information and process actions.

Information

The Information tab includes Start Date along with other fields like Job Code, Business Unit, Department, Location, Company , Business process status and Onboarding Status.

Info and Actions → Information

If revised start date exists for the transaction, then the "Revised Start Date" field also displays under the Information tab.

Additionally, if the invitation has additional attributes which are added as the free-form attributes through the setup and these attributes have associated values, they will also be displayed on the Information tab. However, if no values are present for these attributes, the fields will not appear. The free-form attributes can be configured only by the service provider (Smart Onboarding Support Team) upon request by the customer. Click here for more details

Below is an example of an invitation with additional attributes:

When values exist for these additional invitation attributes, the fields and their corresponding values will be displayed in the Information tab as shown below:

Actions

The actions displaying under Actions tab will vary depending on the Invitation Status. The purpose of each action is explained in detail in the subsequent sections.

Info and Actions → Actions

Navigating through search results

The search results are displayed in pages with each page containing 10 rows by default. The number of rows displaying per page can be altered by selecting a different value in the "Rows per page" drop-down.

Rows per page drop-down

To navigate through the search results pages, you can

Use the "Previous" and "Next" buttons
Click on a page number tab or select a page from the drop-down menu and click the "Go" button.

This feature makes it easy to navigate to any page in the search results and review information for any New Hire's invitation.

For example, you can navigate to page "9" of the search results by clicking on the "9" tab. To view the invitation details and summary of the New Hire's Invitation, I-9, and onboarding, click on the desired invitation ID link and select the corresponding option. Similarly, you can view process details and actions for the invitation by clicking on the respective links.

Clicking any link other than "Info and Actions" will open the corresponding details in a new window, while your search page remains open in the original window. To view additional information for the same invitation or access details for another invitation, return to your search page and click the appropriate console link, which will open the relevant details in a new window.

Clicking the "Info and Actions" link will open a pop-up page within the same search page window for viewing information and performing actions. After performing any actions from "Info and Actions," the related activity will open in a new window, and the search page will return to the first page.

How do you access New Hire's invitation details?

To access the details of any New Hire's invitation, navigate to the Invitation Console and click the Invitation ID link for the corresponding invitation.

Another way to access these details is through Keyword Search "Invitation" Category actions. For more details, please click here.

Review Invitation

In the Invitation Console, click the Invitation ID link, then select the "Review Invitation" option.

Invitation Console → Invitation ID → Review Invitation

The New Hire's invitation details display as below.

Invitation Details

Another way to view the invitation details is through Keyword Search actions. For more details, please click here.

Invitation Summary

In the Invitation Console, click the Invitation ID link, then select the "Invitation Summary" option.

This displays the summary of the New Hire's invitation. When you click the Invitation ID link on the summary page, it again opens the details of the corresponding invitation (Review Invitation).

Invitation Summary Page

Review Invitation

Another way to view the invitation details is through Keyword Search. For more details, please click here.

Note: An additional section named "Attribute Information" will appear on the invitation summary if the invitation has additional attributes which have been added as the free-form attributes through the setup and these attributes have associated values. For more details on the Attribute Information section, please click here. However, if no values are present for these attributes, the "Attribute Information" section will not appear on the Invitation Summary page. The free-form attributes can be configured only by the service provider (Smart Onboarding Support Team) upon request by the customer. Click here for more details

Onboarding Summary

This option is onboarding product specific and is available for New Hire invitations that have completed Employee Information (EBI) activity. (Note: This feature is not available for the Smart I-9 product)

Click the Invitation ID link, then select the "Onboarding Summary" option.

The page with New Hire's onboarding summary details opens as below:

Onboarding Summary - Employee Details

Includes the New Hire's personal information, phone numbers (Home & Cell), home and mailing addresses, emergency contacts & self identification details.

Onboarding Summary - Payroll & Tax

Includes the Federal withholding, work state withholding, residence state withholding and miscellaneous details.

The Onboarding Summary can also be accessed through Keyword Search. For more details, please click here.

I-9 Summary

This option appears only when the I-9 ID is generated in the New Hire's process i.e when the I-9 Section 1 data is entered and saved/electronically signed by the New Hire.

Note: I-9 Summary can also be accessed through the I-9 Console. For more details, please refer to the I-9 Summary page under the I-9 Console section.

To view the I-9 Summary, click the Invitation ID link, then select the "I-9 Summary" option.

Invitation Console - I-9 Summary

The I-9 Summary page displays as below. To view the I-9 details, click the I-9 ID link on the summary page.

I-9 Summary

Note: The I-9 page will open in read only mode and the users cannot perform any action from here.

I-9 details

To view the I-9 audit details from the I-9 Summary page, click the "Audit Details" link provided on top of the summary page.

The I-9 audit details page opens up as shown below.

Another option to access I-9 Summary is through Keyword Search actions. For more details, please click here.

What can you do on the process viewer page?

As an HR Specialist or Recruiter, you can download the signed forms and attachments, see what is needed to be completed and at what time all of these activities were initiated and completed. You can see which activities are locked and which can be accessed at the same time.

To open the process viewer for any invitation, click the "View Process" link for the corresponding invitation.

Another option is to access the "View Process" option is via the Invitation Summary.

Click on the "View Process" clickable image on the invitation summary page.

The page displays the process details, including a list of activities. To download signed forms and attachments for the entire process, click on the "Download" dropdown menu.

Process Viewer page

Download Signed Forms

Select this option if you want to download all of the New Hire's signed forms. When clicked, it starts downloading a .zip file.

Download Signed Forms

Click on the .zip file to view the signed forms.

Zip Folder

The downloaded forms will be in the PDF format.

Signed Forms as PDFs

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 and Section 2 activities. 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.

Process Viewer

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

If attachments uploaded during process activities have the same file name, a number will be appended to the name, as shown in the screenshot below.

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

Attachment

If no attachment is present, the option "Download Attachments" will not be seen in the Download drop-down.

Download Packet

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

Download Packet

Opening the zip will display individual folders for each activity. Click on the relevant folder to view the attached documents within the activity and the signed pdf form.