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Table of Contents

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In this case, "All/all" is entered as the search keyword.


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If you are not sure about the keywords, please click on the help icon to see the list of options that you can use.


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When the Help page opens, click on the "I-9 Compliance" link under search categories.


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The page displays the list of keywords with their description. You can use any of these keywords for searching the invitations.


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After entering the search fields, click on the "Search" button.


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This displays the search results page as shown below. Scroll  Scroll through the list provided on the left side of the search results to access Section 1/Section 2 and E-Verify Compliance facets.

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Click on the checkboxes under these sections to view the invitations with "In Compliance/Out of Compliance" status. 


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To further narrow down the search results, you can use detailed keyword options. To view these options click on the 'More Options' link in the search box.

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This will display the search fields as shown below. You can use any of these fields for searching the transactions.




As an example, let us consider 'An example of searching with "Last Updated' field for searching" field is given below. Enter any specific date in "Last Updated" field and click on 'Search'.




This will show all the invitations with last updated date as entered in the search field.

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The Section 1 compliance is evaluated based on the start date and the Section 1 signature date. The Start Date is considered in his this scenario since Hire/Rehire Date is not available in Section 1. Once the Hire/Rehire Date is available, the Section 1 Compliance details get updated by comparing the Section 1 signature with Hire/Rehire Date.


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Not Applicable

The status shows as "Not Applicable" when Section 1 activity is open but not saved/signed. To see the transactions, click on "Not Applicable" link under the facet "Section 1 Compliance Status".

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The Section 1 Signed Date will show as "Not Signed" for these transactions.


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You can check this status This can be verified by opening the process viewer for any transaction.

For an Invitation ID, click on the three dots (...) which represents the category actions and select "View Process".


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The process viewer page opens as below.


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Scroll down to Section 1 and note the activity status. The activity will show as pending since it is not signed.


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In Compliance

The Section 1 is will be in "In Compliance" status if the invitation transaction's Section 1 signature date is on or before Start Date. Click on "In Compliance" link under "Section 1 Compliance Status".

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For any invitation ID, check the signature date of the Section 1 activity. The date will be in compliance with the Start Date.


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Out of Compliance

If Section 1 is not signed on or before the Start Date, the Section 1 Compliance status will show as "Out of Compliance". Click on "Out of Compliance" link under "Section 1 Compliance Status".

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For any Invitation ID, check the signature date of the Section 1 activity. The date will be out of compliance with the Start Date.

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Section 2 Compliance Status

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After the DHS case is created, the E-Verify Compliance (In Compliance/Out of Compliance) shows up for an invitation regardless of the case status existing in Ein the E-Verify process. The E-Verify case may run into error in scenarios like the wrong password in DHS setup or duplicate case. Despite this, the invitation row displays in E-Verify Compliance with status In or Out of Compliance depending on the DHS case creation date. 

For the E-Verify activity, the status will be “In Compliance” if the DHS case creation date is on or before “Hire Date + 3 business days”. Otherwise, E-Verify Compliance is in Out of Compliance.Note: For calculating the business days, the default work calendar setup by SmartERP is considered. 

Invitations that have E-Verify deferred show up in I-9 Compliance as "Not Applicable".  In case of restarts, the restart flow case created date is considered for E-Verify Compliance.

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The I-9 Compliance search results page allows you to view and manage New Hire's I-9 process.  Click   Click on the Invitation ID link. 


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This presents the I-9 Summary page.


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The actions that display here depend on how far the I-9 has been progressed. Click on the image "..." present next to the invitation ID hyper link to view the I-9 related actions.


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View Process

This option allows you to check which tasks have been completed for the New Hire. When you click on the "View Process" link, the Process Viewer page displays as below.




This is a simple way of seeing an overview of where the New Hire is in their process, including the HR, I-9, and E-Verify Specialist's activities. The activities can have the following states:

Completed: Activity can be can be accessed and the information in the activity may or may not be available for editing

Available: Activity can be accessed and has not yet been completed

Locked: Activity cannot be accessed


The below example shows all the three activity states:




View I-9 Master

Allows you to view Form I-9 Master data of a New Hire's invitation. The I-9 Master includes the I-9 Header data and transaction data of Section 1, Section 2 and Section 3 and E-verify case details.




Print Employee I-9

This is the employee print report having only will have the details of Section 1 & Supplement A information.

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The Supplement A will be available in print only if preparer/translator are added in Section 1. For more details, please click here.


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Print Employer I-9

For this action to appear under I-9 Status, the Section 2 data must be saved at least once by the employer. The report includes all sections of Form I-9.

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the details of Section 1, Section 2 & Supplement A (will be available only if preparers/translators are added in Section 1). For more details, please click here.


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Download I-9 Packet

Downloads a zip folder including I-9 supporting documents, Form I-9 and I-9 Audit reportsreport.

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The version of Form I-9 report downloaded in the I-9 packet depends on the Section 1, Section 2 and section 3 version saved/signed.

Form I-9

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The downloaded zip file looks like below (if attachments exist they would show in this folder as supporting documents):


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View DHS Case History

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