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There are three ways to create I-9 printable packets:

  1. By clicking the Download button when selecting an I-9 ID in the Smart I-9 Console.
  2. By clicking the Download icon when creating or updating an I-9 ID.
  3. By running the Smart I-9 Print Batch Process. This is most useful to create the packets for multiple I-9 IDs in one run.

Create Packet from Employee E-Verify Console

Navigate to the I-9 E-Verify Console by clicking Smart E-Verify Configurator, and then clicking Smart I-9 Console.

  1. Search by Hire Date

Enter the desired selection criteria, then click Search.

  1. Download Packet

Scroll to the right if necessary, then click Download Packet for the I-9 whose packet you want to create.

  1. Downloaded Zip File

The downloaded zip file name is displayed. Click on the file name to go to the zip folder, which is created in the user's Download folder.

  1. Open Index File

Open the IndexFile text file.

  1. List of Files in Packet

This lists all files that are included in the packet. In this example, 6 files were created in the packet:

  • The first contains the Section 1 information for this I-9.
  • The second contains the Section 2 information for this I-9.
  • The third contains the SSA Further Action Notice.
  • The fourth contains the SSA Referral Notice.
  • The fifth contains the Form 766 that was attached by the employee or employer.
  • The sixth contains the Social Security card that was attached by the employee or employer.

  1. I-9 Folder

Open the I-9 folder.

  1. DHS Documents Folder

Open the DHS Documents folder.

  1. DHS Documents

Open the Supporting Documents folder.

  1. Supporting Documents

Each file contains the corresponding document, in a PDF format. Below is an example of the SSA Referral.
Open the SSA_RDC file.

  1. Referral Confirmation

Create Packet When Creating or Updating an I-9 ID

Navigate to the I-9 E-Verify Console by clicking Smart E-Verify Configurator, and then clicking Smart I-9 Create.
Create an I-9 ID. Steps to create the I-9 ID are not shown here.

  1. I-9 ID Displayed – Click Download Icon

This I-9 ID has documents attached.
Click the Download icon.

  1. Downloaded Zip File

Click the zip file name.

  1. Open Index File

Open the Index file.

  1. Index File Contents

  1. Open I-9 Folder

Open the I-9 folder.

  1. Open Supporting Documents Folder

Open the Supporting Documents folder.

  1. Supporting Documents

Create Multiple Packets by Running the Smart I-9 Print Batch Process

Use this utility to print the I-9 packets for multiple I-9 IDs at the same time.
Navigate to the Smart I-9 Print Batch Process by clicking Smart E-Verify Configurator, and then clicking Smart I-9 Print Batch Process.

  1. Navigate to Smart I-9 Print Batch Process

  1. Run Control ID

Add or search for a Run Control ID.

  1. Selection Criteria

Enter your desired selection criteria. In this example, we want to create I-9 packets for all employees in all organizations who were hired on 10/24/2016.
You can click Save if you would like to save your run control information to be used again.
Click Run.

  1. Select Server Name and Run

Select the appropriate Server Name, then click OK.

  1. Process Monitor

Click Process Monitor.

  1. I-9 ID Displayed – Click Download Icon

The process has finished successfully.
Navigate to the appropriate batch output folder.

  1. Index File

Open the index file.

  1. Index File Contents

Note that the index file contains many I-9 IDs, not just one.

  1. I-9 Folder List

Open one of the I-9 folders.

  1. I-9 Folder Contents

Each folder's contents is identical to the contents as if downloaded individually.

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