Configuring the I-9 Activity Template
  • 28 Feb 2024
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Configuring the I-9 Activity Template

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Article Summary

Abstract

The Onboarding I-9 activity type is used for displaying the Onboard I-9 activity.

The I-9 Section 1, I-9 Section 2 and I-9 Section 3 activities are available on the Template Type drop-down list in the Manage Activity Fields screen.

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To display this activity:

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  1. In the Global Toolbar, display the Settings menu and then select Settings.

  2. Select the System Configuration tab, if not already selected, to display system configuration options.

  3. Display the Show drop-down list and then select Activity Fields.

    In the Manage Activity Fields screen, Activity Names and Fields panel,

  4. Select I-9 Section 1, I-9 Section 2, or I-9 Section 3 from the drop-down list. The Activities I-9 Section 1, I-9 Section 2, or I-9 Section 3 screen now displays (shown in the following I-9 Section 1, I-9 Section 2 and I-9 Section 3 activities screen figure).

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    Figure 22. I-9 Section 1, I-9 Section 2, and I-9 Section 3 activities screen (Activities I-9 Section 1 is shown in this figure)

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    Important

    • If an existing activity with configured fields is changed to activity type I-9 Section 1, I-9 Section 2, or I-9 Section 3, the fields will be removed. (This scenario would only occur during the initial activity configuration.)

    • The I-9 Section 1 activity step is required before the I-9 Section 2 activity in the workflow configuration. (I-9 Section 2 cannot exist in the workflow without I-9 Section 1.)

    • No new fields can be added to these new template types; instead, both template types come with a standardized set of fields for all clients.

    The Form I-9 Section 1 task displays in Onboard (for new hires).

    i-9_section_1.jpg

    The Form I-9 Section 2 task displays in Onboard Manager.

    i-9_section_2.jpg

    The Form I-9 Section 3 task displays in Onboard Manager.

    i-9_section_3.jpg

    If the I-9 Section 3 task is configured for a hire who is a US citizen, non-citizen national, or permanent resident, then the Onboard Manager application only allows the onboarding manager or the task owner to record a hire's name change (if applicable) and rehire date.

    Figure 23. I-9 Section 3: Record hire's name and rehire date
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