• I-9 Totals by State
• Eligibility Type graph
• WAE Aging graph
• Overdue Reasons graph
• List A Documents graph
• List B Documents graph
• List C Documents graph
• Document Totals by Type
• Document States
• I-9 Compliance

Who can access I-9 Insight?

The following checked Role Types can access I-9 Insight..

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

How do you access I-9 Insight?

Click the Menu icon and then scroll down to Reports/Dashboards. Click I-9 Insight.

How do you use I-9 Insight?

Below is an example of the I-9 Insight page. 

Tiles showing I-9 Totals

The top of the I-9 Insight page displays cards or tiles showing I-9 totals by state. Click on any number. 

This presents a popup with the list of I-9s related to that segment.

Click on any I-9 ID link.

This presents I-9 Summary page for the selected I-9.

Click on the I-9 ID link present in the I-9 Summary page. 

The Form I-9 details display in read only mode. 

In case, if the selected I-9 has multiple processes associated to it, then you will see more than one invitation when clicked on the I-9 ID.

Given below is an example of such scenario. Click on any invitation ID to continue and view its I-9 Summary. 

Graphs

Clicking on a segment presents a popup with the details related to that segment.

To see the I-9 details, click on the I-9 ID link.

This presents the summary page for the selected I-9 ID.

To see the Form I-9 details, click on the I-9 ID link present in the I-9 Summary page.

The Form I-9 details display in read only mode as shown below.

Hovering and clicking are available on any of the segments of any of the graphs. The graphs for Eligibility Type, WAE Aging and Overdue Reasons with different sub-states are shown below.

Note: The I-9s that are terminated are not included in the graph shown for the expiring documents. Hence, the I-9 counts showing in the WAE Aging sub-state graphs do not include the terminated I-9s. 

Clicking on any segment of the Overdue Reason graph presents a popup with the details related to that segment. For more information on I-9 data drill down, please refer beginning of this section. 

Document States 

The Document States chart shows counts of the number of I-9 IDs in each I-9 state in the system. For displaying in this chart, the latest document state of the I-9/DHS is considered.

The I-9 will not show in multiple states but will be displayed only in the relevant Document State section by considering the latest I-9/DHS status.

Click on any item under Document States to see the I-9 details. 

Few examples of the I-9 Document States are explained below:

1. Case Closed - EA Auto Closed

The transactions will have "Case Closed - EA Auto Closed" case status when their E-Verify activity is auto completed by the SI9_Auto_DHS App Engine and the DHS case status is Employment Authorized.

For more details on EA Auto Closed transactions, please click here.

Since the latest DHS status of the transaction is "Case Closed - EA Auto Closed", the I-9 will be shown only in the relevant document state as shown below. To view the transactions, click on the Document State or chart.

A popup page presents with all the I-9 IDs related to that Document State.

Click on any I-9 ID to see its summary page.

The I-9 Summary page displays as below.

For the Form I-9 details, click on the I-9 ID link present in the summary page. 

This opens the Form I-9 in read only mode.

2. Awaiting Section 2

I-9s with Section 2 activity in available status but not completed are shown under this section. After HR Admin completes "Verify Information" activity, the transactions will be in "Awaiting Section 2" until the Section 2 activity is completed. After completing Section 2, the status then be in "Awaiting DHS Verification".

To view these transactions, click on the Document State or chart.

A popup page presents with all the I-9 IDs related to that Document State.

Click on any I-9 ID to see its summary page.

The I-9 Summary page with the status details displays as below:

3. Awaiting DHS Verification

All I-9s with Section 2 activity completed will have this Document State.  After this, the transactions will go through several DHS Document States until the E-Verify process is completed.

Note: The transactions with companies not participating in E-Verify will not have this state because they do not go through E-Verify activity in their process. In such cases, there will be no DHS Document States after completing Section 2 activity. The latest I-9 status for such transactions is "I-9 Section 2 Completed". 

To view the transactions with "Awaiting DHS Verification" status, click on this Document State on the chart.

A popup page presents with all the I-9 IDs related to that Document State.

Click on any I-9 ID to see its summary page.

The I-9 Summary page with the status details displays as below:

4. Awaiting Section 3

All I-9s with Section 3 activity pending are shown in this Document State. This includes transactions of Reverification/Name Change, their correction processes and Rehires. Once the Section 3 activity is completed, these transactions will have "I-9 Section 3 Completed" status and will be shown under this Document State except the Rehire transactions. The Rehire transactions will have "DHS Verification Not Applicable" state after completing Section 3 activity.

This is explained in detail in the following example. For better understanding, let us note the number of transactions in  "Awaiting Section 3" & "I-9 Section 3 Completed" states. 

Now, select any process with Awaiting Section 3 status and complete its Section 3 activity. 

After completing Section 3, the selected transaction will not be available in "Awaiting Section 3" but displays under "I-9 Section 3 Completed" section. Note: If it is a Rehire, then the transaction will appear in "DHS Verification Not Applicable" state.

The difference in totals for these two sections is shown below:

Undone Filing:

I-9s appear in this Document State when an additional process initiated for the transaction (Reverification/Name Change and their Correction processes/Section 2 Correction/Receipt Update/SSN Update) is terminated using "Undo Last Filing" action. 

The "Undo Filing Action" can be done using I-9 Console/Elasticsearch actions. The details are discussed below.

As an example, let us initiate Reverification process for a process completed transaction:

Through I-9 Console actions:

Through Elasticsearch I-9 Life Cycle actions:

Select "I-9 Life Cycle" as Category and enter a search keyword in the Keywords field. Here, Last name is used as the search keyword. Click on "Search" button.

In the search result, click on actions and select "Reverification".

Once the process is initiated, the "Undo Last Filing" action appears in I-9 Console/Elasticsearch actions.

Click on "Yes" to continue.

Enter the Reason, Comment and click on "Submit".

Click "OK" to complete process termination.

The above terminated process can be seen in "Undone Filing" section.

I-9 Compliance 

This chart shows the I-9 compliance status of the I-9 IDs. The I-9 compliance status is evaluated based on the completion of the I-9 activities (Section 1, Section 2 and E-Verify) on or before the specified date with relative to the Start Date. To be in compliance, the Section 1 should be completed on or before the Start Date, Section 2 on or before Start Date + 3 days and E-Verify on or before Start Date + 3 days. Additionally, the I-9 Reverification is also evaluated and shown in the chart if reverification is not done before 90 days of work authorization expiry. The below chart shows all I-9 IDs that are in out of compliance state for I-9 Section 1 , Section 2, E-Verify and Reverification. This section also includes the details of I-9s that come under special categories such as Applied for SSN  or Receipt documents.

 Click on any option under I-9 Compliance.

This will present the list of I-9 IDs.  You can click on any I-9 ID to see its summary page.

The I-9 Summary page displays as below:

Note: The E-Verify related compliance details display only for those customers who are enrolled in E-Verify.

So, for customers who are not participating in E-Verify, this option will not be shown in their I-9 Insight.

How is the user restricted to view candidates' data in I-9 Insight?

Based on the Row Level Security set up in Manage Users/Contacts, users will have restricted access to the candidates' data in consoles and dashboards.

The System administrators can do this setup to restrict the user access to a security group in Row level security for an attribute.

In I-9 Insight, if the user tries to access candidate data that does not belong to their security group, then the system displays an unauthorized error message.

Example: Click on the number or segment of the graph in the I-9 Insight chart.

The user can see the list of all I-9 IDs of the segment as shown below, but the drill down data can be seen only for the candidates that belong to their security group.

The users cannot access the candidate data that is not configured for them. When clicked on these I-9 IDs, the user will be redirected to the following unauthorized access page.