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How do I configure I-9 Documentation settings?

Andrew -

Your organization has the option to store I-9 Documentation within PeopleMatter.  You can select which documents to store.  If you select to configure this, the documentation can be automatically downloaded during an audit upon request.  The documents are stored together under the I-9 section within the Team Member’s Record on the Documents tab.

To configure I-9 Documentation Settings:

  • To access I-9 Documentation at any time, follow this path: Settings. Select your organization. → Features & Add-Ons/I-9 Documentation.

I-9_Documentation.png

  • Select the checkboxes for the documents you wish to collect.
  • Click Save.

I-9_Documentation1.png

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