Workflow for Authorized Representatives

Overview

As an Authorized Representative you will be responsible for verifying an employee's identity and completing Section 2 of their I-9 forms.

Use the below links to jump to a section:

When an employee submits an I-9, you will receive an email with a link that is unique to that employee and their I-9.

Note: This link is only active for 48 hours. A new link can be requested from an Onboarding Administrator.

To access the I-9, you must enter the last four digits of the employee's SSN as it appears on the I-9.
- You may need to obtain the last four digits of the SSN from the employee when they are present for the authorization process.
Review the employee's identification materials from the List of Acceptable Documents and complete Section 2 of the I-9.
- The employee must be physically present.
- The physical documents need to be examined - no photocopies or pictures.
- The documents must be current.

If you retain electronic copies of the employee's documents, they can be attached to the I-9.

If you do not retain copies, you can move on to the next section, Approving the I-9.

Once the documents have been scanned or saved to your computer, select the Actions button at the top of the page.
Choose Manage Attachments.
Drag and drop the document file to the Manage Attachments dialog box.
- You can also select Attach to browse for the file instead.
Enter an expiration date for documents such as driver's licenses or passports.
Once the file has been attached, select Save to confirm the upload.

Once section 2 is complete and the documents have been reviewed and saved, you can then approve the I-9.

Select the Actions button at the top of the page.
Choose Approve from the menu.
In the Case Creator Information popup, enter in your name, email address, and phone number for confirmation purposes as required by E-Verify.
Select Approve and Start E-Verify to continue.
Select Yes to confirm the approval.
You have successfully approved the I-9! The Onboarding administrator will send the approved I-9 to E-Verify for authorization.

You can safely close the close the browser.

If you find any issues with the I-9 or the associated documents presented by the employee, you can reject the I-9.

Rejected I-9s will be sent back to the employee so they can make any necessary changes.

Select the Actions button.
Select Reject from the menu.
Enter in a reason for rejecting the I-9.
- The reason for the rejection will be included in the email the employee receives.
Select Yes to confirm the rejection.
You will receive a new email requesting you to log in again once the employee has corrected and resubmitted the I-9.

Additional documentation for completing the I-9 can be found at the following links: