PeopleMatter: How do I Complete Section 2 of the I-9 for a New Hire? (Video)

Step-by-Step Guide

Managers and Administrators can complete Section 2 of the I-9 from the I-9 Documentation Dashboard. 

To access the I-9 Documentation Dashboard:

• Select WorkSpaces
• Under your organization's name, select Administrator

The Administrator WorkSpace or 'Home' tab will appear

•   Select I-9 Documentation. 

Fig.1 - Accessing I-9 in legacy view

Fig.2 - Accessing I-9 in beta view

A list of Team Members will appear. The status of each individual will be displayed on the right-hand side.

• You can search for a Team Member by name or use filters to narrow down your search
• You will want to identify the Team Member's status of Waiting for Employer or Overdue - Waiting for Employee
• Select Actions > Start I-9

Fig.3 - Start I-9 from legacy view

Section 2 of the I-9 will open. There are four steps to complete:

• • • Step 1.  Review Employee Information: Ensure the information entered by the employee in Section 1 is correct, and if so, select Next. If incorrect, select Send back to employee for corrections
    • Step 2. Enter Documentation Information: Select the appropriate documents you will use to verify identity and employment authorization. Use the Select Documents buttons next to the required documents. Follow the prompts to enter the information for the selected documents
    • Step 3.  Review Documentation Information: Review the documentation entered in Step 2.  If correct, select Next. If incorrect, select Edit Information or Clear and Select a Different List Document
    • Step 4. E-Signature: Read all information carefully and ensure you check the appropriate boxes and enter any required information. When finished, select Save and Complete

Fig.4 - Review employee information

Fig.5 - Enter document information 

Fig.6 - Review document information

 
Fig.7 - E-Signature

Note: You can access I-9s for all your team members at any time by selecting hiring and then I-9 from the main navigation on the left side of the page.

If your organization performs E-Verify in PeopleMatter, you will need to complete these workflows as well. Use the Documents tab to upload copies of documentation used for I-9 completion, if applicable. 

Video Guide

Related Articles:

• PeopleMatter: How do I Upload a Document for an Applicant/Candidate/Team Member?
• PeopleMatter: Managers: How do I Upload I-9 Documentation using Document Fast Capture on the Mobile App? (video)