Complete and Review the I-9

Summary

Once an employee has has filled out their I-9 paperwork, an admin can review and complete the I-9 information. Below are instructions on how to do so.

 

Note: If the employee has already given you all their I-9 information in person, you may want to complete the I-9 for a worker without any uploaded documents.

 

Walk-Through

1. Navigate to the worker you wish to edit.

2. Next, click on the I-9 Review tab.

3. In this example, no I-9 documents have been accepted yet, so you must first approve the worker's uploaded I-9 documents:

4. When approving an I-9 document, you must select "Use this upload as an I-9 verification document" in order for it to populate the I-9.

5. Back under the I-9 setup tap, you can see the accepted I-9 verification documents, and may proceed with filling out any additional I-9 information.

                               

 

 

6. It is a good idea to "Preview I-9 Form" to ensure the information is correct before clicking "Approve & Complete I-9 Form."

NOTE: The worker will receive an email letting them know their I-9 documentation has been accepted.