.Manage Preparers/Translators through Invitation Personalization v1.9

The Preparers/Translators added in Form I-9 Section 1 can be managed through Invitation Personalization related actions.

All preparers/translators that are invited in Form I-9 Section 1 will appear in Invitation Personalization under proxy users list. This can be seen in the following example:

To check the Preparers/Translators in Invitation Personalization, click on 'Invitation Personalization' link under 'My Accounts' in the menu navigation on the left.

In the Invitation Personalization page, click on 'Manage Proxy Invitation(s)' link.

This will display list of all Preparers/Translators added in I-9 Section1.

Click on the 'Actions' link, if you want to perform 'Resend Welcome/Revoke' action on the preparer invitation.

Let us consider another scenario where the New Hire adds the same preparer twice in Form I-9 Section 1.

When duplicate entries are added in preparers, the following error message displays on save.

Since only one of the above two can be mapped to this invitation and because the New Hire cannot know which invitation is linked, they can delete one so that there are no duplicates entries visible in I-9 Section 1.

This can be done by navigating to Invitation Personalization.

Click on the Home icon on right side of the top menu bar.

Another way to navigate to the left navigation is to click on "View Menu" option.

In the left menu navigation, select 'Invitation Personalization' link under 'My Accounts'.

When the Invitation Personalization page opens, click on 'Manage Proxy Invitation(s)' hyperlink.

Click on 'Action' and select ‘Revoke’ on one of the invitation rows.

Click on 'Yes' to continue.

The status shows as 'Revoked' for the invitation.

Navigate back to Form I-9 section 1 and click on the 'Preparer/Translator' drop down in the preparer section. Now, you will see only one row for the preparer. 

Select the preparer and click on 'Save' button to assign Section 1 activity to the preparer. 

Since two invitations are sent to the preparer initially, and one of them is revoked, the preparer will not be sure which of the invitations is active.

Hence, resend the welcome invitation to the preparer by navigating to Invitation Personalization. 

Click on 'Action' and select ‘Resend Welcome’ on the row which is active.

Click on 'Yes' to confirm the action.

This sends out an invitation to the preparer. The sample email is given below. By clicking on the 'Start I-9 Process' link the preparer can self register and work on I-9 Section 1 activity.

Once the preparer electronically signs, the New Hire will have to log back in again and complete the I-9 Section 1 activity. For more details, please click here.