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If the logged-in user's role is configured for data export, an "Export to Excel" button will appear on the top right of the search results page. By clicking this button, the user can download the data displayed on the search results page as an Excel file to their local computer.
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Below is a sample of the downloaded Excel file. The information displayed on the search result page will appear as columns in the downloaded file. The keyword used for searching can be noticed on the top row.
Please note that only the top 50 results will be displayed on the search results page, and therefore the downloaded Excel file is limited to a maximum of 50 rows.
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I-9s become inactive when the termination date exists and this termination date is on or before the current date. Transactions which satisfy this conditions are identified by a process and the status of these I-9s are updated to inactive. For more details on the inactive I-9s, please click here.
Click on the "Keyword Search" icon, then select the I-9 Life Cycle under Category section. Enter your search keyword in the field designated for keywords. In this example, the Company Name is entered. Click on the "Search" button. This will present the search results that correspond to the entered keyword. Under Employee Status section, you will find I-9s marked with different statuses accompanied by their corresponding counts. I-9s that are inactive or ready for purging are also included in this section.
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The transactions can be viewed by selecting the checkbox adjacent to each status.
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For inactive I-9s, the status shows as "Inactive" along with the termination date. To access the I-9 Life Cycle, you need to click on the Last Name and DOB hyperlink.
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Ready for Purging I-9s:
I-9s which have become inactive and are eligible for purging will be identified through a specific process and updates their status to "Ready to Purge". After being in this state for 30 days, the associated I-9 data will be permanently removed from the system. For more details regarding the eligibility criteria for purging I-9s, please click here.
I9s that are eligible for purging will show the "Ready to Purge" status as shown below. To access the I-9 Life Cycle, click on the Last Name and DOB hyperlink.
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Note: The termination date set can be viewed in I-9 Master by clicking on the "View I-9 Master" link within the actions. Also, the Termination Date + 1 year is compared with the Hire Date + 3 years to populate the value of I-9 Expiry Date in I-9 Master. The I-9 Expiry Date is populated based on "Hire Date + 3 years" or "Termination Date + 1 year" whichever is later or maximum. This can be ignored if the transaction has a WAE Date because the I-9 Expiry Date will be set to null if WAE Date exists.
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| I-9 Master |
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View I-9 Master
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