What is a Business User?

Business Users are the users that administer and perform HR-related activities within the New Hire's onboarding process.

There are 5 Business User Roles:

Who can assign/change a Business User's roles?

Only a System Administrator can add a new role or change the existing role of a Business User.

How to assign a new role type to a Business User? 

You can add/assign as many roles to a Business User as you want.

Click the Menu icon and navigate to Manage Users/Contacts.

Click on the user name to access the user information. Note that only two roles are assigned to the user.

Click Add for Onboarding - Roles.

Select the new role that you would like to add and click Save.

You will notice the new role is added to the user.

What pages can Business Users access?

Each Role Type can access different pages and actions within the Smart Onboarding process.  The pages and actions that each RoleType can do are shown in the table below.

Menu	Action	Recruiter	HR Specialist	I-9 Specialist	E-Verify Specialist	Help Desk Analyst
Create Invitation	Add or Update Invitation
Invitation Console	View Process
	View Historic Process(es)
	Process Insight
	Process Simulator
	Watch
	Resend Login
	Restart Process
	Terminate Process
	Consider Process Complete
	Restart Activity
My Tasks	Prescreen Activities
	Verify Information
	Complete Job Data
	Send Candidate Data to HR
	Complete I-9
	E-Verify
My Profile	My Profile
Onboarding Duties	Smart I-9 Create
I-9 Consoles	I-9 Console
I-9 Consoles	Reverify Console
I-9 Reports	I-9 Insight
Help Desk Console	Resend Login
	Lock Account
	Unlock Account
	Reset Password
	Reset Pin