The I-9 Forms table is where you’ll find all your workers who have an I-9 task assigned. Here you’ll see I-9 form completion status and where your action may be required. To access the I-9 Forms table, click I-9 Center in the left side panel. You will land in the I-9 Forms table by default.
Looking for W-4 forms? These are housed in the W-4 Forms table. Learn more about the W-4 process in this article.
Status Tiles
At the top of the table, there are six status tiles to quickly find I-9 forms in different stages of the I-9 completion process.
Needs Attention: The worker’s I-9 form needs some kind of attention. This includes I-9’s that are pending Section 2, have an approaching start date, are missing a start date, or have an E-Verify case status that requires action.
Pending Section 1: The worker has been assigned an I-9 form to complete, but has not submitted it yet.
Pending Section 2: The worker has completed Section 1 but Section 2 needs to be completed by the employer or Authorized Representative.
Depending on which verification methods your company has enabled, this would include employees that have an upcoming On-Site or Live Video verification meeting scheduled.
Pending E-Verify: The worker has completed Section 1 and Section is is also completed but an E-Verify case has not been created. This happens if the worker provides an acceptable document receipt instead of a document when completing Section 1. Although this is allowed to complete the I-9 form, E-Verify does not accept document receipts. The worker will remain in this status until they provide the actual document related to the receipt. At which point an E-Verify case will be created.
E-Verify: The worker’s completed I-9 form has been successfully sent to E-Verify and is either still processing or has a case status that requires action.
Completed: Sections 1 and 2 are completed. For companies using E-Verify, the worker’s E-Verify case status is Closed Authorized and they are verified to legally work in the U.S.
Tip!
To search for a worker, use the search at the top. You can search by name, Worker ID, or email. If a tile is selected, you will only search through that tile. To search all workers who have an I-9 task assigned, ensure no tile is selected. Click on the selected tile to deselect it.
Changing Column Data
Below the status tiles is the Columns button which allows you to select which columns of data will be visible on the I-9 Forms table. To remove or add data columns simply check or uncheck the boxes in the Columns pop-up.
Important Note:
The First Name, Last Name, and Status columns cannot be removed.
Columns can be added or removed related to the I-9 form, worker details found in the Worker’s Profile such as Address or Location, or even custom worker attributes that are specific to your company’s account.
Click Apply to add the columns to your table. Click Reset to reset the columns to the default selections. Any customizations will apply only to your account.
Filtering
Next to Customize Columns you will see the Filters button which allows you to hone in on specific workers even more so than the status tiles at the top of the table.
To create a filter, select values from all three dropdowns. The options will change based on the initial dropdown selection. When finished, click Apply.
For example, if you select Start Date for the first field, the second field will have “before”, “before or on”, “is”, “after”, or “on or after” options. The last field will be date picker. Another example is if you select E-Verify Status for the first field, the second field will have “is” or “is not” options, and the last field will have E-Verify status selections to choose from.
The types of filters you can build are:
Step: Results based on which step in the I-9 flow the worker is in such as Pending Section 2 or Completed.
Expiration: Results based on a certain expiration date value (or, before, or after).
Start Date: Results based on a worker's start date (or, before, or after).
Section 2 Selection: Results based on which Section 2 verification method was chosen by the worker either Authorized Representative, On-Site Verification, or Live Video Verification.
Rejected: Can be used if your company has I-9 Form approval enabled. Choose either true or false:
If true is selected, you will see results for workers who have a rejected I-9 form.
If false is selected, you will see results for workers who have I-9 forms that have not been rejected.
E-Verify status: Results based on the worker’s main E-Verify case status such as Authorized, Mismatch, or Processing.
E-Verify government status: Results based on the E-Verify case sub-status returned from E-Verify, which is usually more specific than the main E-Verify status such as Closed authorized, Pending referral, Unsubmitted Receipt.
Case Tags: Results based on workers with a specific case tag or set of case tags. Learn more about Case Tags in this article.
To layer on additional filter criteria, click + Add condition group (OR) and then + Filter. These layered filters will be considered on an “or” basis.
Tip!
In addition to filtering by I-9 data, you can also filter by custom worker attributes in the filters screen.
Related Articles
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