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Table of Contents

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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.




In Compliance

The Section 1 will be in "In Compliance" status if the 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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The process viewer page displays as below:


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Scroll down to Section 2 and note the activity status. It shows as completed with the signature date. But this doesn't show the Hire Date details of Section 2 activity.

To view the Hire Date, you may have to open Section 2 activity by clicking on the "Complete I-9" link.

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The process viewer page displays as below:


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Scroll down to Section 2 and note the activity status. It shows as completed with the signature date but the Hire Date details of Section 2 activity is not shown.

To view the Hire Date, you may have to open Section 2 activity by clicking on the "Complete I-9" link.

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The process viewer page opens as below:


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Scroll down to Section 2 activity and click on the "Complete I-9" link.




In Section 2, you can see the Start date and Hire date are different.

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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. 




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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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 employee print report will have the details of Section 1 & Supplement A information. The Supplement A will be available in print only if preparer/translator are added in Section 1. For more details, please click here.




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 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.




Download I-9 Packet

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








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

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