Managers and Administrators can easily see I-9 statuses for active Team Members 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 - Administrator Home tab (Beta)
Fig.2 - Administrator Home tab (Legacy)
- A list of Team Members will appear. The status of each individual will be displayed on the right
- You can search for a Team Member by name or use Filters to narrow down your search
You can filter on the different I-9 Statuses described below.
Fig.2 - Team member I-9 and status
Table.1 - Statuses related to I-9s
|Waiting on Employee
|The employee needs to log in to their PeopleMatter account and complete Section 1 of the I-9.
|Overdue - Waiting on Employee
|It has been more than three days since the hire date and employee has not yet completed Section 1 of the I-9. The employee needs to log in to their PeopleMatter account and complete Section 1 of the I-9.
|Waiting on Employer
|The employee has completed Section 1, but the employer needs to complete Section 2 of the I-9. Click Actions and then Start I-9 to complete Section 2.
|Overdue - Waiting on Employer
|It has been more than three days since the hire date and the I-9 has not been completed. The employee has completed Section 1, but the employer needs to complete Section 2 of the I-9. Click Actions and then Start I-9 to complete Section 2.
|Waiting on Auditor
|Section 1 and 2 of the I-9 have been completed. Your corporate office will review the information on the I-9 to ensure the data is correct. (Only applicable to organizations using the Auditor Role.)
|Both the employee and employer have entered the required data on Section 1 and 2 of the I-9. (This does not mean the I-9 is completed correctly, just that it was completed.)
|Active E-Verify Case
|I-9 is currently active in E-Verify. The Manager should refer to the E-Verify Cases Dashboard to review and manage the case. (Click Actions and then View E-verify Status.) (Only applicable to organizations using E-Verify in PeopleMatter.)