| Table of Contents |
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- I-9 Totals by State
- Citizenship Status graph
- WAE Aging graph
- Overdue Reasons graph
- List A Documents graph
- List B Documents graph
- List C Documents graph
- Total I-9s by Document Type
- Document States
Who can access I-9 Insight?
The following checked Role Types Users with the following roles can access I-9 Insight..
| Role Type | Access |
|---|---|
| System Administrator |
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| Process Administrator | No |
| Content Administrator | No |
| HR Specialist |  |
| Recruiter | No |
| Help Desk Analyst | No |
| I-9 Specialist | |
| E-Verify Specialist | |
How do you access I-9 Insight?
Click the menu icon in the top-left corner of the page, then scroll down to the "Reports/Dashboards" section and select the "I-9 Insight" link.
| System Administrator |
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| HR Specialist |
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| I-9 Specialist |
|---|
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How the data is displayed in I-9 Insight?
The I-9 Insight presents I-9 related data in the format of tiles, graphs, and charts, organized based on various attributes and states. The data presented in the I-9 Insight for users may differ depending on the security access set by the System Administrator. 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 "Research" Company data, only the rows associated with that Company will be visible to the user in the I-9 Insight.
What sections are included in the I-9 Insight?
Below is an example of the I-9 Insight page.
I-9 Insight Page |
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The sections included in the I-9 Insight are discussed below:
Tiles showing I-9 totals
The top of the I-9 Insight page displays cards or tiles showing I-9 totals by their state.
| I-9 Insight Page |
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Note: The counts showing in tiles will be same as the counts in the Document States. An example for "Ready to Purge" status is given below:
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The page will also include a "Export to Excel" button if the logged-in user's role has been granted with the data export capability. In situations where a user holds multiple roles, access to data export remains available in the I-9 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 product.
By clicking on this button, the user can download the data as an excel file to their local computer.
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A sample downloaded excel file is given below:
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| 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
|
| 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 display the summary details for the corresponding I-9 ID.
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If the Form I-9 details are to be viewed, click on the I-9 ID link.
| 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 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) Note: If |
an employee's middle initial is "N/A" |
during the |
primary invitation process or |
linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be |
excluded when the name is displayed. | |
| Start Date | Start Date entered on the New Hire's invitation |
| Business Process | Name of the primary/linked process associated with the invitation |
| Business Process State | Current state of the process associated with the invitation |
Graphs
Citizenship Status, WAE Aging, Overdue Reasons
Clicking on any segment of the graph opens a pop-up page displaying a list of I-9 transactions associated with that specific segment. The data presented in the columns for the I-9s in these pop-up pages varies by graph. The Citizenship Status graph categorizes I-9s by different citizenship statuses. The WAE Aging graph displays the remaining time until work authorization expiry for New Hire I-9s. The Overdue Reasons graph organizes all I-9s into different sections based on the reasons used on the E-Verify page when creating the E-Verify case for New Hires’ I-9s.
Citizenship Status:
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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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| 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) Note: If the Middle Name is entered as an employee's middle initial is "N/A" in the Section 1 activity for the primary invitation process or during the linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be ignored excluded when the name is displayed. |
| I-9 Status | Active/Inactive/Ready to Purge |
| Citizenship Status |
|
| Hire Date | Displays the value depending on the given criteria
|
| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
...
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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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 |
|---|---|
| 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) Note: If the Middle Name is entered as an employee's middle initial is "N/A" in during the Section 1 activity for the primary invitation process or during the linked invitation processes such as Name Correction, Reverification, or I-9 Section 1 Correction, it will be ignored excluded when the name is displayed. |
| 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
|
| 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 |
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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.
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For linked invitation type, you will see the additional invitations for that specific I-9.
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