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The I-9 Master contains complete transaction data of a different sections, each dedicated to displaying various aspects of the New Hire's I-9 including attachments. Besides displaying the existing Form I-9 data, the I-9 Master also supports different entry methods for adding or editing including the form header with basic I-9 information. It contains different sections dedicated for I-9 header, Section 1, Section 2, Supplement B, and E-Verify case details. It also features flags that are enabled for special scenarios, such as receipts present in Section 2, a preparer used in Section 1, a remote user involved in Section 2, the New Hire being a minor, or when reverification is initiated for a process, and others. Additionally, it also shows if any attachments have been uploaded during the I-9 activities in the process.
Who has access to the I-9 Master details?
Only users with a role type of Users with the I-9 Specialist have role have access to the I-9 Master details.
How
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can you access the I-9 Master?
There are two ways to access the I-9 Master.
Through Using the I-9 ID link in the I-9 Console
Click on the Menu icon and select I-9 Console under Consoles in the left navigation.
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Select I-9 Console in the menu icon in the top left corner of the page, then choose "I-9 Console" from the Consoles section in the navigation menu.
Alternatively, select the "I-9 Console" link in the Quick Links bar located below the homepage banner.
Access I-9 Console |
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In On the console page, you can search for a specific I-9 ID or a set of I-9 IDs using specific search criteria, or simply click "Search" to view all I-9s.
I-9 Console |
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Click Clicking on an the I-9 ID . This displays three linkslinks provides three navigation options: I-9 Summary, I-9 Master, and I-9 Audit. Click on To view the Form I-9 Master details, select the I-9 Master link.
I-9 Console → I-9 ID → I-9 Master |
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Through Keyword Search Search actions
Another way is through Keyword Search I-9 related categories: I-9 Status, I-9 Compliance or Employee I-9 Life Cycle. Click on the "View I-9 Master" from the related actions. (Note: I-9 Life Cycle is available only for the process completed transactions.)
I-9 Status |
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I-9 Compliance |
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The I-9 Master is available for all I-9s once the I-9 is generated by saving or electronically signing Section 1, except for the purged and process-terminated transactions. When an I-9 is purged or the invitation process is terminated, the related form and its transaction Form I-9 data is deleted and hence the Master is not available for them, making the I-9 Master unavailable for those cases.
What makes up the I-9 Master page?
The I-9 Master page is made up of header details and scrolls or sections for the Section 1, Section 2, Supplement B and E-Verify case details.
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Section 1/Section 2/Supplement B/Case Details
The These sections are displayed as scrolls below the header details. Click on the arrow preceding the section header as shown below.
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The scrolls will expand and the corresponding Form I-9 data displays beneath that section.
How
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can you determine from the I-9 Master if the transaction is ready for purging?
The I-9 status within in the I-9 Master will show as indicate "Ready to Purge," and the corresponding Expected Purge Date field will be visible , displaying with a displayed value. The Expected Purge Date value is determined by adding calculated by adding 30 days to the date when the transaction is flagged for purging and the transaction status is changed to "Ready for to Purge".
Note: If I-9 status is not "Ready to Purge", the Expected Purge Date field will not be visible on the page.
If the New Hire has applied for SSN, what will be the SSN printed in
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the I-9 Master?
For the transactions completed with "Applied for SSN", the corresponding flag will be checked in the Section 1 of the Form I-9 Master. To access the I-9 Master for the selected transaction, click on the I-9 ID link in the I-9 Console and choose "I-9 Master".
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The Form I-9 Master page displays as below. You will notice the Social Security Number displayed as "999-99-9999" and "Applied for SSN" flag checked in Section 1.
How to add/view attachments in the I-9 Master?
The "Attachments" link in the I-9 Master will allow you to access the supporting documents that are uploaded in Section 1, Section 2, Supplement B activities and via the I-9 Console action "Add Additional/Supporting Documents". Changes to attachments, whether additions or deletions from I-9 activities (Section 1, Section 2, Supplement B) will be automatically reflected in the I-9 Master.
Note:
If attachments are added during the Name Change or Reverification process (Supplement B) and subsequently saved, these attachments will be visible in the I-9 Master. However, if the associated process is terminated (using the "Undo Last Filing" action in the I-9 Console
/keyword Searchor through Keyword Search in the "I-9 Life Cycle"
Categorycategory) before the activity is signed, the attachments
added during the Name Change/Reverification processwill be deleted from the I-9 Master.
If a transaction is force completed (using the "Consider Process Complete" action via the Invitation Console or the "Force Complete
processProcess" action through Keyword Search in the "Invitations"
Categorycategory), any attachments added during the process in Section 1 or Section 2 will remain in the I-9 Master.
Clicking Click on the "Attachments" link will show the Attachments page as shown belowto view the attachments uploaded in the process.
This page allows to add/view/delete the master attachments.
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The "Upload" button located at the bottom of the page will allow you to add new attachments from the I-9 Master.
To view any attachment, you may click on its the corresponding hyperlink.
The "Delete" option is provided available for the attachments that are uploaded from through the I-9 Master or via or via the I-9 Console action "Add Additional/Supporting Documents".
Attachments that are uploaded in Section 1/, Section 2/, or Supplement B will not have no a "Delete" option and cannot be deleted from removed via the I-9 Master. If attachments need to be deletedTo delete these attachments, it must be done within the activity through process. When the itself. Once an attachment is deleted from the activity, it will no more be reflected longer appear in the I-9 Master.
For transactions whose DHS Case Status is 'EA Auto Closed' or 'Closed Case', the I-9 Master attachments also include the DHS case details report. A process runs to identify such transactions and generate the report to include in the I-9 Master attachments. For more details, please click here.
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Click on the DHS case report link to access view the case details.
What details can you see under Section 1 of the I-9 Master?
Every transaction saved/signed by an employee and the preparers in Form I-9 Section 1 can be seen under this section. attempt to save or sign the Form I-9 Section 1 data by an employee is recorded under this section as rows, with the saved or signed date as the effective date and the effective sequence starting from "0" incremented by 1. On the right side, you can see view the number of transactions made in Section 1 rows and the links for navigating through them. All the transactions are effective dated/effective sequenced which makes to navigate through these details. The rows are organized by effective date and sequence, making it easy to navigate through the data and identify a particular transactionspecific entries. The most effective dated recent row is the one with the latest transaction effective date, and if there are more than one row with multiple rows share the same effective date, the most effective sequenced row is one with the highest sequence number is considered the latest.
After expanding the scroll, the earliest transaction row data is displayed under Section 1. Click "Correct History" to view all the previous dated transactionsrows.
The In the following example shows , three transactions rows are displayed in Section 1 and , with the lowest effective dated date and effective sequenced row displayed sequence shown by default.
Note: The lowest sequenced row sequence number is always '0' and as you keep navigating to the previous row. As you navigate through previous rows, the effective sequence keeps incrementing number increases based on the number of transactions made on rows for that effective date. For a different effective date, the sequence again number starts from zero again.
Click on First / Previous the "First" or "Previous" links to navigate to the preceding rows, and Next / Last to navigate the "Next" or "Last" links to move to the succeeding rows. If you click Clicking "View All" , will display all the rows display in sequential order, with the most recent effective dated date and the effective sequenced row on highest sequence row appearing at the top.
Click the "Previous" link to view the next earliest row in the sequence.
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The details of the next earliest row is displayed as below. Note that the effective sequence is increased by one for the same effective date.
Click the "Previous" link one more time to view the next earliest row. In this case, since there are with only three rows available, the third transaction row is the latest rowmost recent one.
Where to verify reverification/rehire/name change details in the I-9 Master?
The reverification/rehire/name change details can be verified under the Supplement B section in the I-9 Master.
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Reverification |
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Rehire |
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Name Change |
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Where to check the E-Verify case details in the I-9 Master?
In the I-9 Master, the E-Verify case details are displayed under the "Case Details" section. Click on the arrow preceding the section header as shown below.
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After the E-Verify case is created, the "I-9 Case Identifier" and the "Case Number" will populate under the Case Details.
The lowest sequenced row is always '0' and it keeps increasing if there are more than one row with the same effective date. For a different effective date, the sequence again starts from zero.
In scenarios like such as restart activities or correction processes, where a new DHS case is created for the additional process, a new row will be added under the Case Details in the I-9 Master.
If the effective date is the same, the effective the effective sequence will be increased increase by one for each new row added or else if . If the effective date is different, a new row will be added created with the new effective date and the effective the effective sequence starting will start from zero.
Example: with same effective date, a new effective sequence row is added |
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What reports can you print from the I-9 Master?
Audit Report
The I-9 Audit Report has several fields displayed showing the includes various fields detailing the Form I-9 Form change history. This includes , such as the business process against which associated with the invitation is launched, I-9 participants in Section 1/, Section 2, and Supplement B, actions performed, Form I-9 data including the signatures, and others. Through more.
To print the Audit Report through the I-9 Master you can print the Audit Report as follows:
Open the I-9 Master page for a the specific I-9 ID and click click on the "Audit Report" icon.icon at the bottom right corner of the page
I-9 Audit Report |
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Form I-9 (Employee Version)
This is to print the employee print with I-9 Section 1 information and Supplement A for preparer/translator certification. The Supplement A will be shown in the print only if preparers/translators exist are used in Section 1.
Open the I-9 Master page for a the specific I-9 ID and click click on the "Form I-9" iconicon at the bottom right corner of the page.
Form I-9 Employer Version
The employer print version includes all sections of I-9 such as Section 1, Section 2, Supplement A and Supplement B. The Supplement A will be shown in the print only if preparers/translators exist are used in Section 1.