The users with HR admin, I-9 Specialist, or E-Verify Specialist roles may restart New Hire activities, such as Employee Biographic Information or I-9 Section 1, if they identify any data that requires correction. When the restart action is performed by the admin, the selected activity will be reopened for the New Hire to edit the previously entered information and resubmit it to the HR admin for review and further processing.

How to complete the Employee Biographic Information activity?

When Employee Biographic Information is restarted, the New Hire will receive a notification about the restarted activity through the following email.

When the New Hire logs into the system, the Biographic Information, I-9 Section 1, and Submit to HR activities will appear as pending under "Outstanding Tasks" on the homepage.

By clicking on the "Biographic Information" link, the New Hire can access the pending Biographic Information activity.

A sample Biographic Information page is shown below. After completing the Employee Biographic Information and Section 1, the New Hire can submit the changes to HR admin for verification. This is how a restart EBI flow works when no changes are made to the home state in the address information.

If home or residence state is modified, there will be an impact on the downstream activities. Based on the modified residence state, the New Hire must redo the tax forms and other payroll activities before submitting the onboarding information to HR.

Note: If residence state is changed from taxable to another taxable state, then the New Hire must redo the tax forms. In case, if non taxable residence state is changed to another non taxable state then the New Hire need not do the tax forms again. However, if non taxable residence state is changed to a taxable state, the New Hire must redo the tax forms. The various combinations of these scenarios are given in the chart below:

In this example, the taxable home state "California" has been changed to another taxable state "Illinois". 

Before modifying the address take a look at the downstream activities under Payroll and Taxes. The tax forms are not opened and not editable.

Click the "Edit" button to change the address.

When the new address is entered and the "OK" button is clicked at the bottom, the following message will be displayed if there is an impact on the tax forms. 

Click 'OK' on the message to continue. If you need to return to the Home Address page to edit the address details again, click "Cancel". 

The new address populates on the Employee Biographic Information page. Click the "Save" button to save the changes.

After completing Employee Biographic Information, the process navigates to the Section 1 activity under the Payroll and Taxes section. The tax forms will be editable but in the hold status.

After Section 1 is completed, the other activities including tax forms under the Payroll and Taxes section will be available for editing.

The New Hire can make changes in Section 1 if necessary, acknowledge and electronically sign. For more details on completing Section 1, please click here. 

After completing Section 1, the process routes to Pay Check Preferences. Complete this activity and proceed to tax forms.

The Federal and the State tax forms will be available for editing. The New Hire should complete all forms under Payroll and Taxes and then submit the data to HR admin for verification and further processing.

How to complete the restarted I-9 Section 1 activity?

When Section 1 is restarted, the New Hire will receive a notification about the restarted activity via the following email.

When the New Hire logs into the system, the I-9 Section 1, and Submit to HR activities will appear as pending under "Outstanding Tasks" on the homepage.

By clicking on the "I-9 Section 1" link, the New Hire can access the pending Section 1 activity.

When Section 1 opens, the previously entered data will be available for editing. The New Hire can make changes as necessary, acknowledge and electronically sign to complete the activity. For more details on completing Section 1, please click here.

After finishing Section 1, the process will proceed to the Submit to HR activity, where the New Hire can submit their onboarding details to the HR/I-9 Specialist for review. After Submit to HR the New Hire's onboarding will be completed, and the process will route to the admin tasks.

Can you edit the preparer/translator section in the restarted Section 1 activity?

The preparers/translators used in the prior process cannot be edited when the Section 1 activity is restarted; the preparer section will remain in read-only mode during the restarted process.

If preparer assistance is needed, the New Hire should invite a preparer and assign them the Section 1 activity.

Below is an example of a restarted Section 1 activity for a New Hire.

If new preparer has to be invited, use "Invite New Preparer" button. 

Use "Add Preparer" option if preparers are already invited in Section 1. This will add a designated section for the newly added preparer.

For more details on inviting a Preparer/Translator and adding them in Section 1, please click here.