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How do I use the I-9 Documentation Dashboard?

Andrew -

Administrators and Managers can use the I-9 Documentation Dashboard to monitor completion of Section 2 of the I-9 for new hires using different filters.

To access the I-9 Documentation Dashboard:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click I-9 Documentation

  • A list of Team Members will appear.  The status for each individual will display on the right.
  • You can search for a Team Members by name or use Filters to narrow down your search.
      • The Units filter will allow you to filter on a specific location or locations that you have access to within your organization.
      • The I-9 Status filter will allow you to filter on different I-9 statuses, including:
          • Overdue
          • Waiting for Employee Response
          • Waiting for Employer
          • Complete
          • Active E-Verify Case
          • Waiting for Auditor
          • Update Work Documentation
          • Reverification Due
      • The Employment Status filter will allow you to filter on Active or Inactive Employees.

 

  • The Team Member's status will display on the right. 
      • Complete - Displays in Green; indicates that Section 2 of the I-9 is complete.
      • Waiting - Displays in Blue; indicates the new hire or the manager needs to take action on the I-9 and it is still within 3 days of the individual's hire date.
      • Overdue - Displays in Red; indicates the new hire or the manager have not yet taken action on the I-9 and it is overdue, meaning, it is past 3 days after the hire date.
  • Use the dashboard to follow-up with Team Members and Managers to complete the I-9 in a timely fashion.

 

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