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Click My Tasks on the home page Quick links bar.

Homepage

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All New Hire invitations whose onboarding process is at a point where the Complete I-9 activity is available and has not yet been completed are shown. Choose an invitation to perform restart action and click on the corresponding Complete I-9 link.

My Tasks

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Form I-9 Section 2 opens for the I-9 specialist to enter information for one document from List A, or one document from List B AND one document from List C.

If you want the previous activities to be edited or entered again by the New Hire, click Restart Section 1 button provided at the bottom of Section 2.

Form I-9 Section 2

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Which activities can you restart from Section 2?

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How do you restart EBI/I-9 Section 1?

When Restart restart action is initiatedperformed, a page you will be displayed to select an activitynavigated to the Restart Activities page.

Restart Activities

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Click Restart group dropdown and select Restart EBI/Restart I-9 Section 1.

Restart Activities

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Restart EBI

Select Restart Group as EBI, enter comment and click Submit.

Restart EBI

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Click OK on the message to confirm process restart.

Message

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The page navigates to Process Viewer and shows Biographic Information & Submit to HR as pending.

Process Viewer

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When logged in The New Hire gets an email notification about the EBI restart.


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Login as New Hire, the . The EBI & Submit to HR activities show as pending on their the home page. Click Biographic Information link to access EBI activity.

New Hire's Home page

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The EBI page opens up for the New Hire to make changes. After modifying, save changes and submit to HR..

EBI

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Note: Changing some of the fields on EBI will have an impact on downstream activities in onboarding. These impacted activities show as pending and you may have to complete 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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 Example 1: Let's change New Hire's Date of Birth and save EBI activity.


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The Section 1 shows as pending and opens up for editing. This activity has to be completed before Submit to HR.

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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Restart Section 1

Select Restart Group as Section 1, enter comment and click Submit.

Restart Section 1

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Click OK on the message to confirm process restart.

Message

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The page navigates to Process Viewer and shows Section 1 & Submit to HR as pending.

Process Viewer

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When logged in The New Hire gets an email notification about the Section 1 restart.


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Login as New Hire, the home page displays . The Section 1 & Submit to HR show as pending activities on the home page. Clck Section 1 link to access Form I-9 Section 1.

New Hire Home page

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The Section 1 activity is open for editing. Complete Section 1 before you submit informtion to HR for review.

Form I-9 Section 1

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