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Note: It is very important to note that this process can be initiated if all the processes associated with the I-9 are all in Process Completed status and the I-9 associated with the primary invitation is not terminated.
Who can initiate Name Change
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process?
Only I-9 Specialists can initiate Name Change through I-9 Console/Elasticsearch actions.
How do you
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initiate Name Change?
Initiate Name Change
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via I-9 Console
Navigate to I-9 Console via Quick links or through Menu link available in the left navigation.
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The process gets initiated and Complete I-9 Section 3 opens up as Complete I-9 to enter the employee's new name. The name fields display as blank and the rest (Document related and Rehire date fields) in read only mode.
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You can also verify this transaction in Reverify Console.
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Initiate Name Change via Elasticsearch actions
Click on the Elasticsearch icon and select "I-9 Life Cycle" as the Category. Enter Last Name of the candidate as the search keyword and click on the "Search" button.
Click on the "..." image to open the actions and select "Name Change" option.
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Click on "Yes" on the following message to confirm the action.
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The process gets initiated and Complete I-9 Section 3 opens up to enter the employee's new name. The name fields display as blank and the rest of the fields (Document related and Rehire date fields) will be in read only mode. You can access this process under Elasticsearch My Tasks actions as shown below. Click on the "I-9 Section 3 Complete I-9" link to access Section 3 activity.
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Will the Reverification status flag be enabled in the I-9 Master when the Name Change is initiated?
The Reverification status flag remains unchecked when the Name Change process is initiated. You can check the flag by navigate to I-9 Master through Elasticsearch I-9 Life Cycle.
As an example, let us consider a transaction with Name Change process initiated.
Search for this row in Elasticsearch I-9 Life Cycle with employee's Last Name and access the category related actions. Click on the option "View I-9 Master".
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The I-9 Master page opens as shown below. Scroll down to "Quick glance - Flags" and verify the flag. You will notice the Reverification Status flag is unchecked.
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How to undo name change action?
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The I-9 Specialist can assign name change process to a remote user by clicking on "Assign Remote I-9" button given at the bottom of the Section 3 page.
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For details on remote user process, please visit Remote User page.
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