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The I-9 Master contains different sections, each dedicated to displaying various aspects of the New Hire's Form I-9 data, including the form header with basic I-9 information, Section 1, Section 2, Supplement B, and E-Verify case details. It also features flags that are enabled for special scenarios, such as receipts present in Section 2, a preparer used in Section 1, a remote user involved in Section 2, the New Hire being a minor, or when reverification is initiated for a process, and others. Additionally, it also shows if any attachments have been uploaded during the I-9 activities in the process.

Who has access to the I-9 Master details?

Users with the I-9 Specialist role have access to the I-9 Master details.

How can you access the I-9 Master?

There are two ways to access the I-9 Master.

Using the I-9 ID link in the I-9 Console

Click the menu icon in the top left corner of the page, then choose "I-9 Console" from the Consoles section in the navigation menu.

Alternatively, select the "I-9 Console" link in the Quick Links bar located below the homepage banner.

Access I-9 Console



On the console page, you can search for a specific I-9 ID or a set of I-9 IDs using specific search criteria, or simply click "Search" to view all I-9s.

I-9 Console



Clicking on the I-9 ID links provides three navigation options: I-9 Summary, I-9 Master, and I-9 Audit. To view the Form I-9 Master details, select the I-9 Master link.

I-9 Console → I-9 ID → I-9 Master



Through Keyword Search actions

Another way is through Keyword Search I-9 related categories: I-9 Status, I-9 Compliance or Employee I-9 Life Cycle. Click on the "View I-9 Master" from the related actions. (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 once the I-9 is generated by saving or electronically signing Section 1, except for purged and process-terminated transactions. When an I-9 is purged or the invitation process is terminated, the related Form I-9 data is deleted, making the I-9 Master unavailable for those cases.

What makes up the I-9 Master page?

The I-9 Master page is made up of header details and scrolls or sections for the 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

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

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)
  • 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 VersionThe version of the Form I-9 used
Report NamePrint version of the Form I-9
Employee PrintSection 1 print report
Employer PrintSection 2/Supplement B print report

Dates

FieldDescription
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

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/Supplement B/Case Details

These 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 Form I-9 data displays beneath that section.

How can you determine from the I-9 Master if the transaction is ready for purging?

The I-9 status in the I-9 Master will indicate "Ready to Purge," and the Expected Purge Date field will be visible with a displayed value. The Expected Purge Date is calculated by adding 30 days to the date when the transaction is flagged for purging and the status is changed to "Ready to 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 the I-9 Master?

For the transactions completed with "Applied for SSN", the corresponding flag will be checked in the Section 1 of the I-9 Master. To access the I-9 Master for the selected transaction, click 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 the 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 the "Undo Last Filing" action in the I-9 Console or through Keyword Search in the "I-9 Life Cycle" category) before the activity is signed, the attachments will be deleted from the I-9 Master.

  • If a transaction is force completed (using the "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.

Click on the "Attachments" link will to view the attachments uploaded in the process.




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 the I-9 Master.




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




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




Attachments uploaded in Section 1, Section 2, or Supplement B will not have a "Delete" option and cannot be removed via the I-9 Master. To delete these attachments, it must be done within the activity itself. Once an attachment is deleted from the activity, it will no longer appear 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 the DHS case details report. A process runs to identify such transactions and generate the report to include in the I-9 Master attachments. For more details, please click here.




Click the DHS case report link to view the case details.




What details can you see under Section 1 of the I-9 Master?

Every attempt to save or sign the Form I-9 Section 1 data by an employee is recorded under this section as rows, with the saved or signed date as the effective date and the effective sequence starting from "0" incremented by 1. On the right side, you can view the number of rows and links to navigate through these details. The rows are organized by effective date and sequence, making it easy to navigate through the data and identify specific entries. The most recent row is the one with the latest effective date, and if multiple rows share the same effective date, the one with the highest sequence number is considered the latest.

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

In the following example, three rows are displayed in Section 1, with the lowest effective date and effective sequence shown by default.

Note: The lowest sequence number is always '0'. As you navigate through previous rows, the effective sequence number increases based on the number of rows for that effective date. For a different effective date, the sequence number starts from zero again.




Click the "First" or "Previous" links to navigate to the preceding rows, and the "Next" or "Last" links to move to the succeeding rows. Clicking "View All" will display all the rows in sequential order, with the most recent effective date and highest sequence row appearing at the top.




Click the "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 the "Previous" link one more time to view the next earliest row. In this case, with only three rows available, the third row is the most recent one.




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

The reverification/rehire/name change details can be verified under the 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 the E-Verify case details in the I-9 Master?

In the I-9 Master, the E-Verify case details are displayed under the "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" will populate under the 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 such as restart activities or correction processes, where a new DHS case is created for the additional process, a new row will be added under the Case Details in the I-9 Master.

If the effective date is the same, the effective sequence will increase by one for each new row added. If the effective date is different, a new row will be created with the new effective date and the effective sequence will start from zero.

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



What reports can you print from the I-9 Master?

Audit Report

The I-9 Audit Report includes various fields detailing the Form I-9 change history, such as the business process associated with the invitation, I-9 participants in Section 1, Section 2, and Supplement B, actions performed, Form I-9 data including signatures, and more.

To print the Audit Report through the I-9 Master:

Open the I-9 Master page for the specific I-9 ID and click on the "Audit Report" icon at the bottom right corner of the page





I-9 Audit Report



Form I-9 (Employee Version)

This is to print the 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 are used in Section 1.

Open the I-9 Master page for the specific I-9 ID and click on the "Form I-9" icon at the bottom right corner of the page.






Form I-9 Employer Version

The employer print version includes all sections of I-9 such as Section 1, Section 2, Supplement A and Supplement B. The Supplement A will be shown in the print only if preparers/translators are used in Section 1.






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