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 States
Who can access I-9 Insight?
The following checked Role Types can access I-9 Insight..
| Role Type | Access |
|---|---|
| System Administrator |
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| Process Administrator | No |
| Content Administrator | No |
| HR Specialist |  |
| Recruiter | No |
| Help Desk Analyst | No |
| I-9 Specialist | |
| E-Verify Specialist | |
How do you access I-9 Insight?
Click the menu icon and scroll down to Reports/Dashboards. Click on the "I-9 Insight" link.
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How the data is displayed in I-9 Insight?
The I-9 Insight presents I-9 related data in the format of tiles, graphs, and charts, organized based on various attributes and states. The data presented in the I-9 Insight for users may differ depending on the security access set by the System Administrator. Users will only have visibility to the data for which they have been granted access.
For example, if the user's access is configured to view only "Research" Company data, only the rows associated with that Company will be visible to the user in the I-9 Insight.
What sections are included in the I-9 Insight?
Below is an example of the I-9 Insight page.
I-9 Insight Page |
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Tiles showing I-9 totals
The top of the I-9 Insight page displays cards or tiles showing I-9 totals by their state.
| I-9 Insight Page |
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The counts showing in tiles will be same as the counts in the Document States. An example for "Ready to Purge" status is given below:
| Tiles |
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| Document States |
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Click on any tile to view transactions related to that I-9 status. A popup page as shown below will open with the list of I-9s related to that segment.
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The details presented on the page are given below.
| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Status | Active/Inactive/Ready to Purge |
| Hire Date | Displays the value depending on the given criteria
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Clicking on the I-9 ID link will open its summary details.
| I-9 IDs |
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This presents I-9 Summary page for the selected I-9.
| I-9 Summary Page |
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To further view Form I-9 details of the transaction, click on the I-9 ID link displayed on the I-9 Summary page.
| I-9 Summary Page |
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| Form I-9 Details |
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In case, if the selected I-9 ID has additional I-9 processes associated to it, then you will see more than one invitation when clicked on the I-9 ID.
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Given below is an example of such a scenario. Click on any invitation ID to continue and view its I-9 Summary.
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The details presented on the above drilldown page are given below:
| Field | Field Description |
|---|---|
| Invitation ID | Distinctive numeric invitation ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| Start Date | Start Date of the New Hire's invitation |
| Business Process | Name of the primary/linked process associated with the invitation |
| State | Process status of the invitation (Initiated/Completed/Terminated) |
Graphs
I-9 Insight |
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Clicking on any segment on the graph presents a popup page with the list of I-9 transactions associated with that particular segment.
I-9 IDs |
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The details displayed on the page includes - I-9 ID, Name, I-9 Status, Hire Date, Company/Business Unit.
| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Status | Active/Inactive/Ready to Purge |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
Clicking on the I-9 ID link will open the I-9 Summary details of that particular transaction.
I-9 IDs |
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Clicking on the I-9 ID link on the I-9 Summary page will open the transaction's Form I-9 details.
I-9 Summary Page |
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Form I-9 Details |
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List A Documents, List B Documents, List C Documents
In this section transactions are categorized based on the Section 2 documents. Hovering over any segment of these sections will open the associated sub-category name and the total number of transactions in that sub-category.
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Clicking on the I-9 ID link will open the I-9 Summary of the respective transaction. For more details of the fields displaying on this page, please refer to the above section.
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To open the Form I-9 details, click on the I-9 Id link on the summary page.
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Document States
This visual representation illustrates different I-9/DHS document statuses associated with form I-9s, along with their respective totals. Each I-9 is presented in the corresponding Document State category, taking into account only the most recent I-9/DHS status to avoid duplication within the chart.
If you click on any row within the Document States section, it will display all I-9 IDs linked to that particular document state.
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The details displayed on the page includes - I-9 ID, Name, I-9 Status, Hire Date, Company/Business Unit.
| Field | Field Description |
|---|---|
| I-9 ID | Distinctive numeric I-9 ID generated for the transaction |
| Name | New Hire's full name (First Name, Middle Name and Last Name) |
| I-9 Status | Latest I-9/DHS document state of the corresponding I-9 |
| Hire Date | Displays the value depending on the given criteria
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| Company/Business Unit | Based on the Legal Entity setup within the organization, the Company/Business Unit value will be displayed. |
| Business Process Status | Status of the corresponding invitation process |
| Invitation Type | Indicates whether the process pertains to a primary invitation or linked/additional invitation |
Clicking on the I-9 ID link will open the I-9 Summary details of that particular transaction.
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To view the Form I-9 details, click on the I-9 Id link on the summary page.
| I-9 Summary |
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How is the user restricted to view candidates' data in I-9 Insight?
Based on the Row Level Security settings configured in Manage Users/Contacts, users will experience limited access to candidates' data within I-9 Insight. System Administrators can facilitate this setup by assigning user access to a designated security group through the Row Level Security feature on the user details page in Manage Users/Contacts. When a user is associated with a specific security group, their access is constrained to the candidate data configured for that group, preventing them from accessing information outside their assigned scope.