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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 Substate chart

Who can access I-9 Insight?

The following checked Role Types can access I-9 Insight.

How do you access I-9 Insight?

Click the Menu icon and then scroll down to Reports/Dashboards. Click I-9 Insight.



How do you use I-9 Insight?

Below is an example of an I-9 Insight page.

I-9 Insight Page


Graphs

Hovering over any segment in any graph shows the associated sub-category name and the total number of items in that sub-category.  
I-9 Insight Page



Clicking on a segment presents a popup with the details related to that segment.

I-9 Insight Page



Click on an I-9 ID.

I-9 Insight Page



This presents an I-9 Summary page associated to that I-9.

I-9 Summary Page



Clicking on the I-9 ID again takes you to the activity that is pending.

I-9 Summary Page



The I-9 information is displayed as below. In this case, since the I-9 status is Section 1 signed, the page is showing completed activity of Section 1. The I-9 details are allowed to view, but the user cannot perform any action from here. 

Section 1 Completed activity



Hovering and clicking are available on any of the segments of any of the graphs.

Document States 

Different document states and their counts are displayed under this. Clicking on any text presents I-9 IDs that belong to that state.  

Document States Chart



Clicking on any I-9 ID presents its I-9 Summary details.  

I-9 IDs




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