The I-9 Master contains complete transaction data of a New Hire's I-9 including attachments. Besides displaying the existing I-9 data, the I-9 Master also supports different entry methods for adding or editing I-9 information. It contains different sections dedicated for I-9 header, Section 1, Section 2, Supplement B and E-Verify case details.

Who has access to the I-9 Master details?

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

How do you access the I-9 Master?

There are two ways to access I-9 Master.

Through I-9 Console

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

or

Select I-9 Console in the Quick Links bar located below the banner.

Access I-9 Console

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

I-9 Console

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

I-9 Console → I-9 ID → I-9 Master

Through Keyword Search

Another way is through Keyword Search 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

I-9 Compliance

I-9 Life Cycle

The I-9 Master page displays as below.

I-9 Master

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

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

What makes up the I-9 Master page?

The I-9 Master page is made up of header details and scrolls for Section 1, Section 2, Supplement B and E-Verify case details.

Header Details

The header details include important I-9 data, dates related to the New Hire's invitation, flags that identify specific flows and link to attachments.

I-9 Master - Header Details

Click here to view Header fields description....

Form Identifiers

Field	Description
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/Ready to Purge
Expected Purge Date	Field is visible only if the transaction is in "Ready to Purge" state

Form Metadata

Field	Description
I-9 Data Source	The source from which the I-9 was created (I-9 origin) Candidate I-9 (Cand I-9) Historical 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 Version	The version of the Form I-9 used
Report Name	Print version of the Form I-9
Employee Print	Section 1 print report
Employer Print	Section 2/Supplement B print report

Dates

Field	Description
Hire Date	Date specified in Section 2 activity
Termination Date	Date set via I-9 Console action/Keyword Search I-9 Life Cycle 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 Supplement B in a Rehire scenario
Work Authorization End Date	Displays Section 1 Work authorization date until work authorization document expiration date in Section 2 is available After Section 2 is saved/signed with WAE date, then work authorization date in Section 1 is compared with work authorization document expiration date in Section 2 and displays whichever is sooner If WAE date exists, the I-9 expiry date is made to null If WAE date is updated in I-9 Supplement B, the WAE date is derived from Supplement B In I-9 Section 2, if 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 Supplement B and saved/completed

Flags

Field	Description
Receipts Exists	Enabled when Section 2 is completed by recording receipt details
Remote I-9	Enabled when Form I-9 Section 2 is assigned to Remote User and the Remote User completes Section 2 activity
I-9 Packet Printed	Enabled 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 Placement	Enabled 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/Supplement B/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

The scrolls will expand and the corresponding data displays beneath that section.

How do you determine if the transaction is ready for purging?

The I-9 status within the I-9 Master will show as "Ready to Purge," and the corresponding Expected Purge Date field will be visible, displaying a value. The Expected Purge Date value is determined by adding 30 days to the date when the transaction is flagged for purging and the transaction status changed to "Ready for Purge".
Note: If I-9 status is not "Ready to Purge", the Expected Purge Date field will not be visible on the page.

If the New Hire has applied for SSN, what will be the SSN printed in Form I-9 Master?

For the transactions completed with "Applied for SSN", the corresponding flag will be checked in Section 1 of the Form I-9 Master. To access the I-9 Master for the selected transaction, click on the I-9 ID link in the I-9 Console and choose "I-9 Master".

The Form I-9 Master page displays as below. You will notice the Social Security Number displayed as "999-99-9999" and "Applied for SSN" flag checked in Section 1.

How to add/view attachments in I-9 Master?

The "Attachments" link in the I-9 Master will allow you to access the supporting documents that are uploaded in Section 1, Section 2, Supplement B activities and via the I-9 Console action "Add Additional/Supporting Documents". Changes to attachments, whether additions or deletions from I-9 activities (Section 1, Section 2, Supplement B) will be automatically reflected in the I-9 Master.

Note:

If attachments are added during the Name Change or Reverification process (Supplement B) and subsequently saved, these attachments will be visible in the I-9 Master. However, if the associated process is terminated (using "Undo Last Filing" action in the I-9 Console/keyword Search "I-9 Life Cycle" Category) before the activity is signed, the attachments added during the Name Change/Reverification process will be deleted from the I-9 Master.
If a transaction is force completed (using "Consider Process Complete" action via the Invitation Console or the "Force Complete process" action through Keyword Search in the "Invitations" Category) any attachments added during the process in Section 1 or Section 2 will remain in the I-9 Master.

Clicking on the "Attachments" link will show the Attachments page as shown below.

This page allows to add/view/delete the master attachments.

The "Upload" button located at the bottom of the page will allow you to add new attachments from I-9 Master.

To view any attachment, you may click on its corresponding hyperlink.

"Delete" option is provided for the attachments that are uploaded from I-9 Master or via the I-9 Console action "Add Additional/Supporting Documents".

Attachments that are uploaded in Section 1/Section 2/Supplement B will have no "Delete" option and cannot be deleted from I-9 Master. If attachments need to be deleted, it must be done within the activity through process. When the attachment is deleted from the activity, it will no more be reflected in the I-9 Master.

For transactions whose DHS Case Status is 'EA Auto Closed' or 'Closed Case', the I-9 Master attachments also include DHS case details report. A process runs to identify such transactions and generate the report to include in I-9 Master attachments. For details, please click here.

A sample I-9 Master attachments including DHS case details report

Click on the DHS case report link to access the case details.

What details can you see under Section 1?

Every transaction saved/signed by an employee and the preparers in Form I-9 Section 1 can be seen under this section. On the right side, you can see the number of transactions made in Section 1 and the links for navigating through them. All the transactions are effective dated/effective sequenced which makes easy to navigate through the data and identify a particular transaction. The most effective dated row is the latest transaction and if there are more than one row with the same effective date, the most effective sequenced row is the latest.

After expanding the scroll, the earliest transaction data is displayed under Section 1. Click "Correct History" to view all the previous dated transactions.

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

Click on First / Previous to navigate to the 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.

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

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.

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.

Where to verify reverification/rehire/name change details in I-9 Master?

The reverification/rehire/name change details can be verified under Supplement B section in the I-9 Master.

When any reverification/rehire/name change is performed on an I-9, a new Supplement B Sequence Number is added and the "Reason" field will be updated with the corresponding reason.

Sample Supplement B sections for reverification/rehire/name change are given below:

Reverification

Rehire

Name Change

Where to check E-Verify case details in I-9 Master?

In I-9 Master, the E-Verify case details are displayed under "Case Details" section. Click on the arrow preceding the section header as shown below.

Before the E-Verify case is created, the case details will be blank for that transaction.

After the E-Verify case is created, the "I-9 Case Identifier" and the "Case Number" populate under Case Details.

The lowest sequenced row is always '0' and it keeps increasing if there are more than one row with the same effective date. For a different effective date, the sequence again starts from zero.

In scenarios like restart activities or correction processes where a new DHS case is created for the additional process, a new row will be added under Case Details in the I-9 Master.

If the effective date is same, the effective sequence will be increased by one for each new row added or else if the effective date is different, a new row will be added with the new effective date and the effective sequence starting from zero.

Example: with same effective date, a new effective sequence row is added

What reports can you print from I-9 Master?

Audit Report

I-9 Audit Report has several fields displayed showing the I-9 Form change history. This includes the business process against which the invitation is launched, I-9 participants in Section 1/Section 2 and Supplement B, actions performed, Form I-9 data including the signatures and others. Through I-9 Master you can print the Audit Report as follows:

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

I-9 Audit Report

Form I-9 (Employee Version)

This is the employee print with I-9 Section 1 information and Supplement A for preparer/translator certification. The Supplement A will be shown in the print only if preparers/translators exist in Section 1.

Open I-9 Master page for a specific I-9 ID and click on "Form I-9" icon.

Form I-9 Employer Version

The employer print includes Section 1, Section 2, Supplement A and Supplement B. The Supplement A will be shown in the print only if preparers/translators exist in Section 1.