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 page?

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

Smart Onboarding product:

System Administrator

HR Specialist

Recruiter

Smart I-9 E-Verify product:

System Administrator

I-9 Specialist

What can you do on the Invitation Insight Page?

The different charts of Invitation Insight page is shown below.

Invitation Status Charts

Process Status Charts

Process Activities

Process Steps

Bar graphs showing data by Departments, Companies, Job Codes and Locations

Hovering over any segment in any graph will display the associated sub-category name and the total number of New Hires/Invitations in that sub-category.

Clicking on the segment presents a popup with the details related to that segment.

The page will include an "Export to Excel" button if the logged-in user's role has been granted data export capability. If a user holds multiple roles, access to the data export functionality in Invitation Insight remains available as long as at least one of the following roles possesses such capabilities: System Administrator, HR Specialist, or Recruiter for the Smart Onboarding product; System Administrator or I-9 Specialist for the Smart I-9 product.

By clicking "Export to excel" button, user can download the data as an Excel file to the local computer.

A sample downloaded Excel file is given below:

To view invitation details of any specific invitation, click on its corresponding Invitation ID link.

This will display the summary page for the corresponding invitation. Again, click on the Invitation ID link on the summary page to view its invitation details.

Information on the invitation can be changed if the invitation status allows. Hovering and clicking are available on any of the segments of any of the graphs.