What makes up an I-9 Summary page?

I-9 Summary shows the following details of an I-9 transaction.

• Quick link to I-9 details
• Quick Link to I-9 Audit page
• Process Viewer
• Download of I-9 Packet
• Current I-9 Status
• I-9 Progress
• I-9 Life Cycle
• I-9 DHS Case Details
• DHS Correspondence letters like FANs/TNC Referrals
• Download links to all eligibility documents submitted by the New Hire
  
  

Who can access I-9 Summary?

The following checked role types can access I-9 Summary page.

Role Type	Access
System Administrator	No
Process Administrator	No
Content Administrator	No
HR Specialist	No
Recruiter	No
Help Desk Analyst	No
I-9 Specialist
E-Verify Specialist
Authorized Representative Remote I-9 User

When do you access I-9 Summary?

The I-9 Summary page can be accessed any time after the I-9 ID is created for the New Hire and the data is shown in the I-9 Console page. The page has all the I-9 information that the user might want to know about a New Hire.

How do you access I-9 Summary?

The I-9 Summary page can be accessed via I-9 Console.

Click on the I-9 ID for a New Hire and select I-9 Summary. It opens a new window for the I-9 Summary page. 

How the details on the I-9 summary page differ?

The details shown on the I-9 summary page for a New Hire differ depending on the New Hires citizenship or immigration status and where the New Hires are in their process. For instance, the link to the Case Number display only when the USCIS E-Verify process is initiated. If the New Hire's E-Verify is kept pending (in case of applied SSN or receipts), the summary page shows the details of the I-9 status as deferred.

The Quick link to Audit Details display the I-9 data changes. The I-9 Life Cycle shows the steps as the I-9 transaction moves from one state to another.

Let us see the I-9 summary page for different scenarios. Given below is an I-9 Summary page for a New Hire's I-9 transaction who is eligible for employment.

The below given summary is for a New Hire I-9 transaction who is an alien authorized to work having DHS verification in deferred status. 

How do you access I-9 details?

Let us consider an I-9 with "Awaiting Section 2" status. Click on the I-9 ID link provided at the top of the summary page. 

The I-9 information is displayed as below. The I-9 Specialist can view the details, but cannot perform any action (Save/Electronically Sign) from here.

An error message will be displayed on Save/Electronic Signature.

Regarding attachments, users can view them by clicking on the gadget icon provided at the bottom right corner.

But uploading of attachments is not allowed from here.

How can you view I-9 audit details from the summary page?

Any changes made to the I-9 data or forms can be viewed in audit details. Click on the link provided on the top of the summary page.

There is also an alternate method to access I-9 audit details. This is from I-9 Console → I-9 ID.

Since the selected I-9 ID has an additional process associated to it, the audit details contain two grids dedicated one for each process.

How can you download New Hire's I-9 related documents?

The New Hire's I-9 related documents can be downloaded to print or preserve the records.  This produces a zip file containing the pdfs of Form I-9 and I-9 Audit.

Click on Download Packet provided on the top right corner of the I-9 Summary page.

A zip folder shows in the downloads area of the page.  Click on the zip file name to open the files.