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What is I-9 Insight?
I-9 Insight shows the following metrics related to your organization.
- I-9 Totals by State
- Eligibility Type graph
- WAE Aging graph
- Overdue Reasons graph
- List A Documents graph
- List B Documents graph
- List C Documents graph
- Document Totals by Type
- Document Substate chart
Who can access I-9 Insight?
The following checked Role Types can access I-9 Insight.
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How do you access I-9 Insight?
Click the Menu icon and then scroll down to Reports/Dashboards. Click I-9 Insight.
How do you use I-9 Insight?
Below is an example of an I-9 Insight page.
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Graphs
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Clicking on a segment presents a popup with the details related to that segment.
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Click on an I-9 ID.
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This presents an I-9 Summary page associated to that I-9.
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Clicking on the I-9 ID again takes you to the activity that is pending.
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The I-9 information is displayed as below. In this case, since the I-9 status is Section 1 signed, the page is showing completed activity of Section 1. The I-9 details are allowed to view, but the user cannot perform any action from here.
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Hovering and clicking are available on any of the segments of any of the graphs.
Document States
Different document states and their counts are displayed under this. Clicking on any text presents I-9 IDs that belong to that state.
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Clicking on any I-9 ID presents its I-9 Summary details.
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