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 distinct sections dedicated for I-9 header, Section 1, Section 2, Section 3 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 Elasticsearch

Another way is through Elasticsearch 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 records. When an I-9 is purged, 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, Section 3 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

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) Historcal 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/Section 3 print report

Dates

Field	Description
Hire Date	Date specified in Section 2 activity
Termination Date	Date set via I-9 console 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 Section 3 in a Rehire scenario
Work Authorization End Date	Work authorization date in Section 1 or work authorization document expiration date in Section 2 (whichever is sooner) expiry date If WAE date exists, the I-9 expiry date is made to null If I-9 Section 3 row exists, then the WAE date is derived from Section 3 If I-9 Section 2 - 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 Section 3 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/Section 3/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 scroll expands and the data related to that section displays beneath that.

How are the attachments stored in the I-9 Master?

The supporting documents that are uploaded in Section 1 & section 2 and through I-9 Console action "Add Additional/Supporting Documents" can be seen via Attachments link in the I-9 Master header.

The attachments page displays as below. Options are available to add/view/delete attachments.

Note: Attachments that are uploaded in Section 1/Section 2 cannot be deleted. So the 'Delete' option is not available for Section 1/Section 2 uploaded attachments.

For transactions whose DHS Case Status is 'EA Auto Closed' or 'Closed Case', the I-9 Master attachments also include DHS case details report. For this, an AE is to be run to identify the transactions with DHS status 'EA Auto Closed' or 'Closed Case' and generate the report to include in I-9 Master attachments. For details, please click here.

I-9 Master attachments including DHS case details report

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 for the users 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.

How do you print I-9 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 parcipants in Section 1/Section 2 and Section 3, 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 Master

The Audit Report displays as shown below.

I-9 Audit Report

Smart Onboarding Documentation

.I-9 Master v1.9

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