This is one of the self service options available for the New Hire's in their menu navigation to create/manage proxy users in the onboarding process. Through Invitation Personalization, New Hires can invite proxy users at any instance in their onboarding process whenever 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 users create their Smart Onboarding account, they can complete the pending activities of the New Hire and also sign the electronic forms on their behalf. 

How to access Invitation Personalization?

Click on the Menu icon and select 'Invitation Personalization' under 'My Account'.

How do you invite a proxy user through Invitation Personalization?

Click on 'Create Proxy Invitation'.

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' to confirm. 

This will send an email invitation to the user with a link for self registration. 

This will open 'Manage Proxy Invitation(s)' page with the new proxy user details.  If you wish to add more users click on the 'Add Invitation' button that is enabled at the right top corner of the page.  

Click on 'Return' to navigate back to 'Invitation Personalization' page.

Add a name to the invitation (optional) and click 'Save'. Note that the link "Create Proxy Invitation" is now changed to "Manage Proxy Invitation(s)". This is because the proxy user(s) exist for that invitation.

The email invitation sent to the proxy user looks like below. By clicking on the 'Start I-9 Process' link the user can self register and begin onboarding. If it is an already registered user, the code present 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?

The proxy users (preparers/translators) can also be invited from Form I-9 Section 1. If the New Hire needs preparer help for 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'. An email invitation is sent to the user.

Click 'Yes' on the message to confirm.

This confirms an email is sent to the user.

The email invitation sent to the user looks like below. By clicking on 'Start I-9 Process' link, they 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 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.