Fourth Workforce Management: Onboarding, I9 in HR

Monitoring the Onboarding Paperwork

Navigate to “My Home” using the search button, save the link to Favorites:

From “My Home”, select the Dropdown and choose “Onboarding Tasks by Status”.

Select the second dropdown to narrow the view by:

• I-9 Section 1
• Employee Information
• I-9 Section 2
• All Other Forms

Progress of onboarding paperwork can be monitored from this view:

• Black indicates that the form has been completed.
• Light gray indicates that the form is not complete.

The manager can send a reminder to the new employee if they have not completed their onboarding.

The manager can click the name to open the employee’s onboarding:

Completing Section 2 of the I9

Once the new hire has completed Section 1 of the I-9, the manager will receive an email to complete I-9, Section 2.

The manager can access the I-9 by clicking on the checkmark in their Fourth account.
Note: Once the employee brings in their I-9 documents.

To complete Section 2, click on the line item and select “Grab”:

The item will move to the top section of the screen. Click to open it again: 

Click Next and Select the Document Title Dropdown:

Using the dropdowns, select the item from the list that the employee brought as a backup. Examples:

Click Next > Next.
Complete the Certification on the next page:

Review the I-9 and Submit

Click Done.

The I-9 is saved in the employee Documents section: