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Search Filter 

When there are many I-9 IDs in the system, it is efficient to have search filter options to quickly find a specific I-9 ID. Next to the field, you can change the search option to specify how you want your text to be perceived.




Field

Behavior

I-9 ID

  • Filter by I-9 ID
  • Selecting "equal to" will search for the I-9 ID that is exactly what you type in

  • Selecting "between" will generate another search box and search for values middle of the two IDs that you enter
  • Selecting "greater than" will search for I-9 IDs that are greater than what you enter
  • Selecting "greater than or equal to" will search for I-9 IDs that are greater than or equal to what you enter
  • Selecting "less than" will search for I-9 IDs that are less than what you enter

  • Selecting "less than or equal to" will search for I-9 IDs that are less than or equal to what you enter

Name

  • Filter by Name
  • Selecting "begins with" will search for the beginning of the Name for the letter(s) that you enter
  • Selecting "contains" will search for any of the Names that has the letter(s) that you enter

  • Selecting "equal to" will search for the Name that is exactly what you type in


Filing Action
  • Filter by the filing action type (Name Change/Reverification process)

Completed Date Time

  • Filter by process completed Date and Time
Initiated by
  • Filter by the user who initiated the Supplement B process (Employee/Admin)
Supplement B Correction
  • Filter by Supplement B Correction 'Yes' or 'No'



In this example, the search results are filtered by filing action(Name Correction or Reverification) completed date.





Quick Filter

Quick Filter is another way to quickly find I-9 information for a specific search criteria. 





Export to Excel

If the logged-in user's role (I-9 Specialist) has been configured with export functionality, the user will find the "Export to Excel" button within the console. Clicking this button allows the user to download the search result file as an excel to their local computer.

Note: The "Export to Excel"

option

button is specifically designed to download search results obtained from using the search fields

, and

. Note that filtering by the Quick Filter feature will not

function for

limit results

obtained via

in the

Quick Filter

export.





The downloaded excel file looks like below:





Search results 

Based on the search criteria selected in the Search Filter/Quick Filter, the I-9 details display in the search results. The data presented will also depend on the security set up for the user accessing the console. Users will only have visibility to the data for which they have been granted access. For example, if the user's access is configured to view only a "Research" Company data, they will only see I-9 data associated with that specific company in the console. Based on the search criteria selected in the Search Filter/Quick Filter, the I-9 details display in the search results.


Field

Behavior

I-9 ID
  • New Hire's distinctive ID #
  • Sortable in ascending or descending order of I-9 IDs

  • Clicking on this will pull up the New Hire's I-9 information

Name
  • New Hire's name
Filing Action
  • Name Change/Reverification
Created on
  • The date the process is created
Initiated by
  • The user who initiated the Reverification process (Admin/Employee)
WAE Date
  • The New Hire's Work Authorization Expiry date
Completed Date 
  • Reverification process completed date 
View Process
  • Clicking on this will pull up process details





Clicking on the I-9 ID link will display the I-9 information of that particular transaction in read only mode. 







If you want to process Reverification/Name Change for any of the transaction, click on the "View Process" link for the specific transaction and open the activity via process viewer page.










For process terminated transactions, the activity shows as terminated in the process viewer page as shown below:




How to identify transactions pending for reverification or name correction?

Transactions with pending reverification can be identified by their Filing Action, WAE Date and Completed Date. Transactions marked with a Filing Action as "Reverification", a populated WAE Date and an empty Completed Date indicate that a reverification process has been initiated for the transaction but remains incomplete.




Likewise, pending Name Change processes can be identified by the Filing Action marked as "Name Correction" and an absence of a Completed Date.