Several organization level I-9 setups that users can perform on this page are:

Change the value of the legal entity driver.
Enable or disable processes that automatically create and launch additional I-9 tasks for reverification, receipt updates, and EAD auto extensions.
Enable or disable Supplement B corrections for previously completed reverification and name change processes.
Adjust the default value for trigger days related to reverification and receipt update processes.
Set up a mailing list to send notifications when any additional I-9 tasks are generated for reverification, receipt updates, or EAD auto extension processes.

Who can access the I-9 Options page?

Users with the System Administrator or I-9 Specialist role can access the I-9 Options page.

How do you access I-9 Options?

System Administrator -

Click the menu icon in the top left corner of the page and select "I-9 Options" from the Product Setup section in the navigation menu.

System Administrator

I-9 Specialist -

Click the menu icon in the top left corner of the page and select "I-9 Options" from the utilities section in the navigation menu.

The I-9 Options page looks like below:

I-9 Options page

What setups are available in the I-9 Options page?

The I-9 Options page includes the following setup options:

Setting up these auto-create processes is not mandatory unless you want to enable the batch process for automatically creating and launching additional I-9 tasks for EAD auto extensions, reverification, or receipt updates. Additionally, you do not need to enable all these processes at once. You can implement them individually or in combination, depending on your changing needs.

The options are explained in detail below:

Legal Entity Driver

The Legal Entity Driver is an attribute used for processing I-9s within an organization. The default setting provided by the system is "Company". This value can be adjusted based on your preferred method for performing employment eligibility verification for new hires. For instance, if you wish to conduct verification at the Business Unit level, you can change the Legal Entity Driver to "Business Unit". For organizations participating in E-Verify, it is essential to have an account set up in DHS Client for these Legal Entities to access the USCIS E-Verify system. For details, please refer DHS Client Setup page. For changing the legal entity value, please visit I-9 Legal Entity Driver page.

EAD Auto Extension Details

This section includes an option to enable the auto-creation of additional I-9 tasks for processing EADs and allows you to set up recipients for email notifications regarding the auto-generated transactions. Transactions eligible for this auto extension must have an EAD document in Section 2 with a specified category code and be due for an expiration date extension. For transactions that qualify, an additional I-9 task will be generated, which includes a Section 2 activity for the I-9 Specialist. For details, refer to the EAD Auto Extension Details page.

Receipt Update Details

This section provides an option to enable the auto-creation of additional I-9 tasks for processing eligible receipt update transactions. To qualify for this process, transactions must have receipts in Section 2, and the Section 2 signed date must fall within the number of days specified in the receipt update trigger days set in this section. If you prefer a timeframe other than the default 90 days, you can adjust the trigger days value accordingly. For transactions that meet the criteria, an additional I-9 task will be generated, which includes a Section 2 activity for the I-9 Specialist. This section also allows you to select recipients for sending email notifications about the auto-generated transactions. For more information on this option, please visit Receipt Update Details page.

Reverification Details

This section provides an option to enable the auto-creation of additional I-9 tasks for processing transactions that are eligible for reverification. To qualify for this process, the transaction must include documents eligible for reverification in Section 2, and the employee’s work authorization end date must fall within the trigger days specified in this section. If you prefer a timeframe other than the default 90 days, you can adjust the trigger days value accordingly. For transactions that meet the reverification criteria, an additional I-9 task will be generated, which includes a Supplement B for the I-9 Specialist. This section also allows you to set up recipients for email notifications regarding the auto-generated transactions. For more information on this option, please click here.

Allow I-9 Supplement B Correction

When this checkbox is selected, corrections to data from previous Name Change or Reverification processes are allowed. The options for 'Name Change Correction' or 'Reverification Correction' will be available in the I-9 Console actions or within Keyword Search Employee I-9 Life Cycle-related actions, provided there is a prior completed Name Change or Reverification process for that I-9 ID. Please visit "Allow I-9 Supplement B Correction" page for details.