Assigning an Authorized Representative in Onboarding Workflows

This article explains how to assign an authorized representative to an I-9Closed Form I-9 to verify the identity and employment authorization of individuals hired for employment in the United States. onboarding request, both at the time of sending and after the workflow has been initiated.

When sending onboarding workflows that include forms requiring an authorized representative (such as the I-9 Section 1 and Supplement A), Talent Platform provides multiple assignment options for flexibility in managing the process.

To manage the list of authorized representatives available for selection, go to Menu > Configurations > Settings > System Settings > FormClosed Any document that needs to be completed and signed by a Candidate I-9 & E-VerifyClosed An online system that confirms the eligibility of an Employee to work in the United States. The process compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility. > I-9 Authorized Representative Manager. Administrators can add or remove representatives there without contacting Bullhorn Support. See Form I-9 & E-Verify System Settings for details.

Authorized Representative Assignment Options

During the onboarding workflow setup, in the Authorized Representative for I-9 section, you can choose from the following assignment methods:

  • Assign Myself: Assign yourself as the Authorized Representative for the form.

  • Add New Authorized Representative: Manually assign a different individual.

  • Add Representative Later: Defer the assignment until after the form is in a SIGNED status.

  • ApplicantClosed (or Candidate or Talent) Customer talent - the person applying or hired for the job Assigned: Allow the applicant to choose their own representative. This option requires the Allow Applicant to Assign Representative system setting to be enabled.

How to Assign a Representative After Sending

If a representative was not assigned when the onboarding request was created, you can assign one after the candidate has signed the form.

From the Candidate Profile

  1. Navigate to the applicant’s profile.

  2. Locate the onboarding request in the Active Onboarding section.

  3. In the Status column, click Assign Authorized Representative.

  4. In the pop-up window, select from the available options:

    • Assign Myself: Assign yourself to the form.

    • Add New Authorized Representative: Add another representative manually.

    • Select from the dropdown to choose an existing representative.

  5. Click OK to confirm your selection.

From the I-9 Dashboard

Use this method when the form has not yet been signed.

  1. Navigate to the I-9 Dashboard 2.0.

  2. Locate the relevant employee and click View Details.

  3. In the slide-out panel, go to the Authorized Representative section.

  4. Select from the drop-down list or click the plus icon to add a new representative.

  5. Enter the representative’s name and email, then click Save.

  6. Click Assign Authorized Representative to finalize the assignment.