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The following Keywords can also be used as keywords to filter the search results:
Last Name, DOB, Last 4 of SSN, Employee Status, Eligibility Type, I-9 Attributes, Start Date, Reverification Status, Purge Eligibility, Start Date, Termination Date, Company, Business Unit.
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The search results page shows as below:
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Click on the hyper link displaying the Last Name and the Date of Birth.
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This presents the Employee I-9 Life Cycle page as given below.
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If more than one process is associated with the I-9:
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What advanced search options are available for I-9 Life Cycle?
Select "I-9 Life Cycle" in the search category and click on "More Options" link below that.
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The advanced search options for I-9 Life Cycle shows as below. You can use any of these fields to search for the required record.
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What details are included in I-9 Life Cycle and how they differ?
In the search results for I-9 Life Cycle, click on the hyper link displaying the Last Name and the Date of Birth.
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This displays the Employee I-9 Life Cycle page as given below.
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| Example of a I-9 Life Cycle page for a normal process with E-Verify applicable |
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| Example of a I-9 Life Cycle page for a normal process with E-Verify not applicable |
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Examples of different scenarios are discussed below:
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In case if receipt is presented by the employee or if the employee has applied for SSN and the E-Verify is on hold, the DHS status in Life Cycle shows as "Deferred" as shown below.
| Applied for SSN/Receipts |
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SSN Update/I-9 Section 1 Correction
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The following is the I-9 Life Cycle when the SSN Update/I-9 Section 1 Correction process is initiated.
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When Section 1 data is saved, the status under Section 1 shows as "Saved" with the New Hire's name (who saved the activity) and the date.
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When Section 1 is signed by New Hire:
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The details under Section 2 gets updated when Section 2 activity is saved:
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After completing Section 2:
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When E-Verify case is initiated (applicable for E-Verify participating companies. ):
Note: For E-Verify non-participating companies, the status under DHS shows as "Not Applicable"):
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When the DHS case is taken forward and E-Verify is finalized:
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For processes like I-9 Section 2 Correction/Receipt Update, Name Change, Reverification, and Rehire flows, all the I-9 Sections may not be applicable. In such cases, the Life Cycle shows as 'Not Applicable' for the sections that are not applicable.
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| Completed Section 2 Correction/Receipt Update process with E-Verify |
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| Completed Section 2 Correction with E-Verify not applicable |
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Name Change/Name Change Correction/Reverification/Reverification Correction
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| Completed Reverification/Name Change process |
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Rehire Process
The I-9 Life Cycle for rehires does not include I-9 Section 2 details because this section is not applicable. Also, the E-Verify is marked as "Not Applicable" because it is already completed in the hire process and in rehire it is completed using "Mark as Complete".
| Completed Rehire process |
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What are the I-9 Life Cycle related actions?
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Below example shows the actions related to an active employee status.
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Manage Termination Date
By clicking on "Manage Termination Date", you can set the employment termination date of a candidate.
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Enter the termination date and click "Save".
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After the employee is terminated, the invitation status becomes "Inactive". Note: If any additional I-9 process is running and termination date is set for that I-9, then the pending I-9 process will get terminated.
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The I-9 expiration date will be populated based on the calculation "Termination Date + 1 year". That means the I-9 status of this transaction will still be active until 1 year after termination and the same I-9 can be used in case if the candidate is rehired by the employer.
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If you wish to change the termination date, click on "Manage Termination date" and choose a new date option.
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View I-9 Master
Click on actions and select "View I-9 Master".
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This will display the Form I-9 Master page as shown below.
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Reverification
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Search for the rows that requires Reverification. Click on actions and select "Reverification".
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Click "Yes" to continue.
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Section 3 displays as given below.
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Enter the document details, check "I Agree" and electronically sign.
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Reverification Correction
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Click on I-9 Life Cycle actions and select "Reverification Correction".
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Click on "Yes" to continue.
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This opens Section 3 in edit mode. Make changes to the document details as required, check "I Agree" and electronically sign.
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Undo Last Filing
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This I-9 Life Cycle of a completed transaction is given below..
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Lets us initiate "Name Change" process through I-9 Life Cycle actions.
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Click on "Yes" to initiate the action.
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The I-9 Life Cycle actions will show "Undo Last Filing" option in its actions after the process is initiated.
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A new row gets added for this process in I-9 Life Cycle as shown below.
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In this case, the process can be terminated until Section 3 activity is completed. As an example let us add data in Section 3 and then save the activity.
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The "Saved" status gets updated in I-9 Life Cycle as shown below.
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Now lets us terminate the process using "Undo Last Filing" action.
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Click on "Yes" to continue the action.
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In the following page, select a Reason, enter Comments and then click on "Submit".
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Click on "OK" to confirm.
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The process gets terminated and this terminated status reflects in Life Cycle for that I-9 as shown below. The status under Section 3 activity remains "Saved", but the terminated status displays under the grid.
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If the process is terminated before saving/signing the activity/activities that are applicable in the process, then the terminated status also shows under that specific activity/activities whichever is not saved/signed.
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I-9 Life Cycle after initiating "Name Change" process:
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When the process is terminated using "Undo Last Filing" action without saving Section 3 activity, then the "Terminated" status shows under the activity as well as below the grid.
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Example 2: I-9 Section 1 Correction
When I-9 Section 1 Correction process is initiated:
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Terminate the process without saving/signing the activity/activities using "Undo last Filing" action. The "Terminated" status gets updated in I-9 Life Cycle as shown below:
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In case if the process is terminated after saving Section 2 activity, the I-9 Life Cycle shows as below:
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Example 3: I-9 Section 2 Correction:
When I-9 Section 2 Correction process is initiated:
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Terminate the process without saving/signing the activity/activities using "Undo last Filing" action. The "Terminated" status gets updated in I-9 Life Cycle as shown below:
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In the following example, the Section 2 Correction process is terminated after saving Section 2 activity.
I-9 Life Cycle after saving Section 2 before process termination:
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After the process is terminated using "Undo Last Filing" action, the status under Section 2 shows as "Saved" and DHS as "Terminated". If E-Verify is not included in Section 2 Correction process, the status under DHS shows as "Not Applicable".
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Name Change
If your employee has a name change, you can record this in Section 3 of Form I-9. When the Name Change process is initiated, it launches an additional invitation and opens Section 3 activity in add more.
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Click on "Yes" to continue the process.
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When Section 3 opens, enter the new name details in the name fields and save.
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To complete the activity, check "I Agree" and electronically sign.
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Click on I-9 Life Cycle actions and select "Name Change Correction".
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Click on "Yes" to continue.
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This opens Section 3 in edit mode. Make changes to the name details, check "I Agree" and electronically sign.
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Receipt Update
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Example of I-9 Section 2 with receipts
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E-Verify is put on hold by completing the process using 'Mark as Complete' button.
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DHS Status shows as deferred after completing the process using 'Mark as Complete'.
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After the primary flow is completed, the 'Receipt Update' option shows up in Elasticsearch I-9 Life Cycle category related actions.
Choose "I-9 Life Cycle" as Category and search using an appropriate keyword. Here, Last Name is used as the search keyword. In the search result, click on actions and choose "Receipt Update".
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Click on 'Yes' and confirm the action.
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The I-9 Section 2 Correction Reason page opens as below:
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Select 'Receipt Updates' as Reason and enter notes if any. Since E-Verify is not completed in the primary flow, select 'Yes' in Allow E-Verify.
After entering these details, click on 'Continue'.
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The receipts from the primary flow opens in Section 2.
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Update Section 2 details with actual documents and complete Section 2.
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When E-Verify page opens, click on 'Create Case' button to initiate E-Verify and continue with DHS verification.
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How to download signed forms or access I-9 reports from Employee I-9 Life Cycle page?
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Download Packet can generate a zip folder with pdf files containing the New Hire's Form I-9, notifications if any (such as Further Action Notices and Referral Notices), and copies of documents that have been attached.
| Download Packet |
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A zip folder is downloaded as shown below. Click on the zip file to open the files.
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I-9 Audit Details
Displays the audit report of the I-9 ID.
| I-9 Audit Details |
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I-9 Summary
Click on the actions/"..." image for each business process to access its I-9 Summary details.
| I-9 Summary & Process details - Secondary Process |
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| I-9 Summary & Process Details - Primary Process |
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