PeopleMatter: Managers: How do I use the I-9 Documentation Dashboard?

Administrators and Managers can use the I-9 Documentation Dashboard to monitor completion of Section 2 of the I-9 for new hires using different filters.

To access the I-9 Documentation Dashboard:

• Click WorkSpaces.
• Under your organization's name, click Administrator.
• The Administrator WorkSpace or HOME tab will appear.  Click I-9 Documentation. 

• A list of Team Members will appear.  The status for each individual will display on the right.
• You can search for a Team Members by name or use Filters to narrow down your search.
  • • The Units filter will allow you to filter on a specific location or locations that you have access to within your organization.
    • The I-9 Status filter will allow you to filter on different I-9 statuses, including:
      • • Overdue
        • Waiting for Employee Response
        • Waiting for Employer
        • Complete
        • Active E-Verify Case
        • Waiting for Auditor
        • Update Work Documentation
        • Reverification Due
    • The Employment Status filter will allow you to filter on Active or Inactive Employees.

• The Team Member's status will display on the right. 
  • • Complete - Displays in Green; indicates that Section 2 of the I-9 is complete.
    • Waiting - Displays in Blue; indicates the new hire or the manager needs to take action on the I-9 and it is still within 3 days of the individual's hire date.
    • Overdue - Displays in Red; indicates the new hire or the manager have not yet taken action on the I-9 and it is overdue, meaning, it is past 3 days after the hire date.
• Use the dashboard to follow-up with Team Members and Managers to complete the I-9 in a timely fashion.

Related Articles:

• PeopleMatter: How do I Access my New Hire Paperwork and Onboarding Tasks?
• PeopleMatter: How do I Complete Section 2 of the I-9 for a New Hire? (video)