I-9: Auto-Complete Third-Party Approver Assignment Template
  • 28 Feb 2024
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I-9: Auto-Complete Third-Party Approver Assignment Template

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Article summary

Abstract

An admin can configure the Onboard I-9 Third Party Approver Assignment template to be auto-completed when the approver is passed through B-O integration so that the admin doesn't need to manually complete the task.

Onboard Manager:

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Onboard Configuration:

  • If there is no data, or if the data found does not have a user associated with the correct user group, then no auto-completion is performed.

  • The configuration setting drives the allowing of auto-completion.

  • If Onboard Start is completed, then Assign I-9 Approver must be manually completed.

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When configured at Level 3, Assign I-9 Approver will auto-complete only after the completion of a Level 2 task.

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Result in Onboard Manager:

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A new setting called Enable I9 ThirdPartyApprover Assignment Auto-Completion was added to Onboard Settings and it MUST be enabled for this functionality to work.

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The task is marked as completed by Onboard SystemUser in the database to show the difference when the setting is enabled.

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