The "Initiate Receipt Update" action can be used to update the receipts entered in Section 2 with the actual document details. When the actual document is provided by the New Hire for which the receipt was presented, the I-9 Specialist can update the details in List A/List B & List C of Section 2 by initiating this process from within I-9 Console/Elasticsearch.

Note: It is very important to note that this process can be initiated only if receipts are entered in Section 2 and all the processes associated with the I-9 are in Process Completed status.

Who can initiate the Receipt Update process?

Only I-9 Specialists can initiate the Receipt Update process.

How do you access 'Initiate Receipt Update' action?

There are two ways to access 'Initiate Receipt Update' action.

a) Access via I-9 Console

Navigate to I-9 Console via Quick links or through Menu link available in the left navigation.

Select any New Hire Onboarding with receipts and click on Info and Actions.

Navigate to Actions tab and click Initiate Receipt Update.

b) Access via Elasticsearch

Click on the Elasticsearch icon. Choose "I-9 Life Cycle" as Category and search using Last Name as the keyword. In the Life Cycle actions, choose "Receipt Update". 

Click "Yes" on the message.

When the Receipt Update is initiated, the "Receipts Exist?" flag which was checked previously for having receipts in Section 2, will be unchecked in the Form I-9 Master.

How do you complete Section 2?

Before navigating to Section 2, the Receipt Update process opens the I-9 Section 2 Correction Reason page. Here, you need to enter the Reason and select if E-Verify is needed.

Choose "Receipt Updates" as Reason and select "Yes" for Allow E-Verify. Entering the text in Other Notes is optional.

You will also notice another receipt option namely "COVID-19 Receipt Update Complete" in the Reason dropdown. This must be chosen only when the employee presents expired List B document that is acceptable in Form I-9 due to COVID-19 event. For details please click here.

Once you are done entering details in the Reason page, click on "Continue" button. This will take you to the Section 2 activity.

The Section 2 fields open in edit mode.

Enter actual document details replacing the receipts. If you want to enter additional notes, click on "Add Additional Information".

Enter employee's hire date, check "I Agree" and click "Electronically Sign".

Choose between "Yes" or "No" on the question about document physical verification. This completes Section 2 activity. Now the process navigates to E-Verify.

Click Create Case to initiate E-Verify and continue with the DHS verification.

How to terminate Receipt Update process?

Before completing Section 2, you can revert the Receipt Update by terminating the process using "Undo last Filing" action through I-9 Console or Elasticsearch.

Through I-9 Console:

For the I-9 ID in the I-9 Console, click on " info and Actions" link and select the "Actions" tab.

Click on "Undo Last Filing".

Through Elasticsearch:

To initiate Undo Last Filing from Elasticsearch, search using Candidate's Last Name in Employee's I-9 Life Cycle. Click on actions and select "Undo Last Filing".

Click on "Yes" to continue.

Enter the Reason, Comment and click "Submit".

This will terminate the Receipt Update process and deletes the I-9 Master data if any added by the process. The "Receipts Exist?" flag which was unchecked during the Receipt Update, will be checked back in the Form I-9 Master.