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What is I-9 Insight?
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Click on any tile to view transactions related to that I-9 status. A popup page as shown below will open with the list of I-9s related to that segment.
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The page will include a "Export to Excel" button if the logged-in user's role has been granted data export capability. In situations where a user possesses multiple roles, access to data export functionality remains available in the Invitation Insight, if at least one of the following roles possesses such capabilities: System Administrator, HR Specialist, I-9 Specialist or E-Verify Specialist for Smart Onboarding product; System Administrator, I-9 Specialist or E-Verify Specialist roles for Smart I-9 E-Verify products.
By clicking on this button, the user can download the data as an excel file to the local computer.
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A sample downloaded excel file is given below:
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The details presented on the page are given below.
| Field | Field Description |
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| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Status | Active/Inactive/Ready to Purge |
| Hire Date | Displays the value depending on the given criteria
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Clicking on the I-9 ID link will open its summary details.
| I-9 IDs |
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This presents I-9 Summary page for the selected I-9.
To further view Form I-9 details of the transaction Again, click on the I-9 ID link displayed on the summary page to view the Form I-9 Summary pagedetails.
| I-9 Summary Page |
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| Form I-9 Details |
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In case, if the selected I-9 ID has additional I-9 processes associated to it, then you will see more than one invitation all the Invitation IDs associated with the I-9 when clicked on the I-9 ID link.
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Given below is an example of such a scenario. Click on any invitation ID to continue and view its I-9 Summary.
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The details presented on the above drilldown page are given below:
| Field | Field Description |
|---|---|
| Invitation ID | Distinctive numeric invitation ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| Start Date | Start Date of the New Hire's invitation |
| Business Process | Name of the primary/linked process associated with the invitation |
| Business Process State |
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| Current state of the process associated with the invitation |
Graphs
Clicking on any segment on the graph presents a popup page with the list of I-9 transactions associated with that particular segment.
Eligibility Type:
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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WAE Aging:
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Overdue Reasons:
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The details displayed on the page includes - I-9 ID, Name, I-9 Status, Hire Date, Company/Business Unit.
| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Status | Active/Inactive/Ready to Purge |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
Clicking on the I-9 ID link will open the I-9 Summary details of that particular transaction.
I-9 IDs |
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Clicking on the I-9 ID link on the I-9 Summary page will open the transaction's Form I-9 details.
I-9 Summary Page |
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Form I-9 Details |
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List A Documents, List B Documents, List C Documents
In this section transactions are categorized based on the Section 2 documents. Hovering over any segment of these sections will open the associated sub-category name and the total number of transactions in that sub-category.
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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Clicking on the I-9 ID link will open the I-9 Summary of the respective transaction. For more details of the fields displaying on this page, please refer to the above section.
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To open the Form I-9 details, click on the I-9 Id link on the summary page.
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Document States
This visual representation illustrates different I-9/DHS document statuses associated with form I-9s, along with their respective totals. Each I-9 is presented in the corresponding Document State category, taking into account only the most recent I-9/DHS status to avoid duplication within the chart.
If you click on any row within the Document States section, it will display all I-9 IDs linked to that particular document state.
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The page also includes "Export to Excel" button if the logged-in user has one of the roles that has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
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The details displayed on the page includes - I-9 ID, Name, I-9 Completion Status, Hire Date, Company/Business Unit, Business Process Status and the Invitation Type.
| Field | Field Description |
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| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Completion Status | Latest I-9/DHS document state of the corresponding I-9 |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
| Business Process Status | Status of the corresponding invitation process |
| Invitation Type | Indicates whether the process pertains to a primary invitation or linked/additional invitation |
Clicking on the I-9 ID link for the primary invitation type, will open the I-9 Summary details of that particular transaction.
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To view the Form I-9 details, click on the I-9 Id link on the summary page.
| I-9 Summary |
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For linked invitation type, you will see the additional invitations for that specific I-9.
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Clicking on the Invitation ID will open the I-9 Summary details of that particular transaction.
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How is the user restricted to view candidates' data in I-9 Insight?
Based on the Row Level Security settings configured in Manage Users/Contacts, users will experience limited access to candidates' data within I-9 Insight. System Administrators can facilitate this setup by assigning user access to a designated security group through the Row Level Security feature on the user details page in Manage Users/Contacts. When a user is associated with a specific security group, their access is constrained to the candidate data configured for that group, preventing them from accessing information outside their assigned scope.