Versions Compared

Version Old Version 6 New Version Current
Changes made by

srigowri.a

srigowri.a

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Who has access to the I-9 Master details?

Only users with a Role Type role type of I-9 Specialist have access to the I-9 Master details.

How do you access the I-9 Master?

The users need to first navigate to the There are two ways to access I-9 Console to view Master details. The

Through I-9 Console can be accessed in two ways.

Click on the Menu icon and select I-9 Console under Consoles in the left navigation.

or

select ISelect I-9 Console in Console in the Quick Links bar located below the banner photo.

Access I-9 Console

Image RemovedImage Added



In the I-9 Consoleconsole page, search for a specific I-9 ID or click "Search" to view all I-9s.

I-9 Console

Image RemovedImage Added



Click on an I-9 ID. Three links display for This displays three links: I-9 Summary, I-9 Master and I-9 Audit. Click on the I-9 Master link.

Image Removed
I-9 Console → I-9 ID → I-9 Master

Image Added



Through Elasticsearch

Another way is through Elasticsearch I-9 related categories: I-9 Status, I-9 Compliance or I-9 Life Cycle. (Note: I-9 Life Cycle is available only for the process completed transactions)

I-9 Status

Image Added




I-9 Compliance

Image Added




I-9 Life Cycle

Image Added



The I-9 Master page displays as below.

I-9 Master

Image RemovedImage Added



Is the I-9 Master available for all I-9s?

The I-9 Master is available for all I-9s except for the purged records. When an I-9 is purged, the related form and its transaction data is deleted and hence the Master is not available for them.

...

I-9 Master - Header Details

Image RemovedImage Added




Expand
titleClick here to view Header fields description....

Form Identifiers

FieldDescription
I-9 Form ID
  • Unique alpha-numeric ID randomly generated by the system.
I-9 ID
  • New Hire's distinctive numeric ID generated in a sequence
External ID
  • Employee ID (if any)
Company
  • Company defined under the organization.
  • Displays Company ID if Company is selected as Legal Entity
Organization ID
  • Organization's distinct ID
Business Unit
  • Business Unit defined under the organization.
  • Displays Business Unit ID if Business Unit is selected as Legal Entity
I-9 status
  • Shows whether the I-9 is Active/Inactive

Form Metadata

FieldDescription
I-9 Data Source

The source from which the I-9 was created (I-9 origin)

  • Candidate I-9 (Cand I-9)
  • Historcal I-9 (His I-9)
  • Regular I-9 (StandAlone)
  • Onboarding (ONB)
  • Peoplesoft Emplid Source (Peoplesoft)
Initial Entry method

Entry method used to create I-9 (API, Conversion, Interfaced, Manual and Online transaction)

I-9 Form VersionThe version of the Form I-9 used
Report NamePrint version of the Form I-9
Employee PrintSection 1 print report
Employer PrintSection 2/Section 3 print report

Dates

FieldDescription
Hire Date
  • Date specified in Section 2 activity
Termination Date
  • Date set via I-9 console action for terminating the I-9
Expiry Date
  • Populated based on the logic : Hire date plus 3 years or Termination date plus 1 year whichever is maximum
  • Expiry date is made to null if Work Authorization End Date exists for an I-9
Rehire Date
  • Date specified in Section 3 in a Rehire scenario
Work Authorization End Date
  • Work authorization date in Section 1 or work authorization document expiration date in Section 2 (whichever is sooner) expiry date
  • If WAE date exists, the I-9 expiry date is made to null
  • If I-9 Section 3 row exists, then the WAE date is derived from Section 3
  • If I-9 Section 2 - EAD Auto Extended row exists, then Sec 2 document expiry date is updated as WAE date (even if the I-9 section-1 "Work Authorization until date" is lesser).
Start Date
  • Date specified in the New Hire’s invitation
  • As the user proceeds with the onboarding process, this date keeps updating.
      • Start date updates to Hire date when Section 2 activity is saved/completed
      • In rehire scenario, start date updates to rehire date when the Rehire date is entered in Section 3 and saved/completed

Flags

FieldDescription
Receipts ExistsEnabled when Section 2 is completed by recording receipt details
Remote I-9Enabled when Form I-9 Section 2 is assigned to Remote User and the Remote User completes Section 2 activity
I-9 Packet PrintedEnabled when the I-9 is in process completed state and its I-9 Packet is downloaded when the AE for I-9 Packet Compiler is run
Minor

Enabled when Section 1 is filled and saved/signed by a minor New Hire (under age 18)

Special PlacementEnabled when Section 2 activity is completed by choosing Special Placement document from List B.
Reverification in Progress
  • Enabled only when the Reverification process is initiated from I-9 Console/ES actions.
  • For Name Change/Name Correction this flag will not be enabled.
  • The flag will be unchecked when the process status is completed/terminated.
Preparer Exists?Enabled when Section 1 is completed (signed) by a preparer.


Section 1/Section 2/Section 3/Case Details

The sections are displayed as scrolls below the header details. Click on the arrow preceding the section header as shown below. 

Expand section scrolls

Image RemovedImage Added



The scroll expands and the data related to that section displays beneath that. 

How

...

are the attachments

...

stored in the I-9 Master?

The supporting documents that are uploaded in Section 1 & section 2 and through I-9 Console action "Add Additional/Supporting Documents" can be seen via Attachments link in the I-9 Master header. Click Attachments.


Image Added

Image Removed



The attachments page displays as below. Options are available to add/view/delete attachments. 

Note: Attachments that are uploaded in Section 1/Section 2 cannot be deleted. So the 'Delete' option is not available for Section 1/Section 2 uploaded attachments. 


Image RemovedImage Added



For transactions whose DHS Case Status is 'EA Auto Closed' or 'Closed Case', the I-9 Master attachments also include DHS case details report. For this, an AE is to be run to identify the transactions with DHS status 'EA Auto Closed' or 'Closed Case' and generate the report to include in I-9 Master attachments. For details, please click here.

I-9 Master attachments including DHS case details report

Image RemovedImage Added



What details can you see under Section 1?

...

The following example shows three transactions in Section 1 and the lowest effective dated and effective sequenced row diplayed displayed by default.

Note: The lowest sequenced row is always '0' and as you keep navigating to the previous row, the effective sequence keeps incrementing based on the number of transactions made on that effective date. For a different effective date the sequence again starts from zero.


Image RemovedImage Added



Click on First / Previous to navigate to the preceeding preceding rows and Next / Last to navigate to the succeeding rows. If you click "View All", all the rows display in sequential order with the most effective dated and the effective sequenced row on top.


Image RemovedImage Added



Click "Previous" . link to view the next earliest row in the sequence.


Image RemovedImage Added



The details of the next earliest row is displayed as below. Note that the effective sequence is increased by one for the same effective date. 


Image RemovedImage Added



Click "Previous" link one more time to view the next earliest row. In this case, since there are only three rows, the third transaction is the latest row.


Image RemovedImage Added



How do you print I-9 Audit Report?

...

Open I-9 Master page for a specific I-9 ID and click on Audit Report icon.

I-9 Master

Image RemovedImage Added



The Audit Report displays as shown below.

I-9 Audit Report

Image RemovedImage Added