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Note: Changing some of the fields on EBI will also affect other have an impact on downstream activities in onboarding. Then the corresponding These impacted activities show as pending and you may have to complete those activities them as well to complete the process. For example: If SSN or Date of Birth is modified, Section 1 opens up for the New Hire to acknowledge and sign. Similarly, if home state is modified, you may have to redo the tax forms.
| Date of Birth, SSN and Home Address on EBI Page |
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Take a look at the activities under Payroll and Taxes before modifying EBI. All are in completed state.
| Onboarding Activities before EBI update |
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Let Example 1: Let's change New Hire's Date of Birth and save EBI activity.
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| I-9 Section 1 showing as pending |
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Example 2: Click Edit for Home address on Employee Information page.
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Enter new home address and click OK.
| Change Home Address |
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A message will be displayed about the impact on Tax forms. Click OK on the message.
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The new address is shown on the EBI page. Click Save.
| New Address on EBI page |
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The process navigates to pending tax forms under Payroll and Taxes. These downstream activities must be completed before you submit the information to HR for review.
| Tax Forms show up as pending when home address on EBI is changed |
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