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This option allows users to navigate to the I-9 Life cycle to get the detailed I-9 view of a New Hire's process across different business processes. If multiple transactions are performed on I-9 such as receipt updated, I-9 reverified, name corrected, or corrections, these details are clearly shown on this page in a timely manner.
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This presents the Employee I-9 Life Cycle page as given below.
if more than one business process is associated with the I-9:
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- Manage Termination Date
- View I-9 Master
- Reverification
- Reverification Correction
- Undo Last Filing
- Name Change
- Name Change Correction
- Receipt Update
How do you perform these actions from the search results page?
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When work authorization expiry falls within the reverification trigger days specified in I-9 options(default trigger days is set to '90'), the I-9 Specialists can see this filing action in Elasticsearch actions.
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The "Undo Last Filing" action shows up in I-9 Life Cycle actions if any secondary process any additional I-9 processes such as Name Change, Section 2/Section 3 Corrections, Reverification, Receipt update etc is initiated for the I-9 ID . You cannot initiate another process for the I-9 unless the current initiated process is terminated using Undo Last Filing.This action terminates by the I-9 Specialist through I-9 Console actions/Elasticsearch I-9 Life Cycle category related actions or if any additional I-9 actions are initiated by the New Hire through self service way.
This 'Undo last Filing' action terminates the secondary process that is currently running and also deletes the row from I-9 Master that was added by the process. Click on actions and select "Undo Last Filing".
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Click "OK" to confirm. This will revert the initiated secondary process.
Name Change
This option allows you to update the New Hire's name after completing onboarding/If your employee has a name change, you can record this in Section 3 of Form I-9 process. When the Name Change process is initiated, it launches an additional invitation and opens Section 3 activity in add more.
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This opens Section 3 in edit mode. Make changes to the name details, check "I Agree" and electronically sign.
Receipt Update
The "Receipt Update" action can be used to update the receipts entered in Section 2 with the actual document details. When the actual document is provided by the New Hire for which the receipt was presented, the I-9 Specialist can update the details in List A/List B & List C of Section 2 by initiating this process.
Primary Flow - Receipts process
Example of I-9 Section 2 with receipts
E-Verify is put on hold by completing the process using 'Mark as Complete' button.
DHS Status shows as deferred after completing the process using 'Mark as Complete'.
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".
Click on 'Yes' and confirm the action.
The I-9 Section 2 Correction Reason page opens as below:
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'.
The receipts from the primary flow opens in Section 2.
Update Section 2 details with actual documents and complete Section 2.
When E-Verify page opens, click on 'Create Case' button to initiate E-Verify and continue with DHS verification.
What details do you see on the Employee I-9 Life Cycle page?
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Note: The activity completed date shown here is always the first signed date and time, no matter how many times the activity is edited and signed later.
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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.
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