I-9 Dashboard 2.0

The I-9 Form I-9 to verify the identity and employment authorization of individuals hired for employment in the United States. Dashboard 2.0 provides recruiters with a centralized view for managing and tracking I-9 and E-Verify 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. records. From this dashboard, you can filter, search, export, and update records to streamline onboarding and maintain compliance with employment verification requirements.

The dashboard is designed to simplify case management by surfacing actionable insights, highlighting pending tasks, and supporting faster document review.

Common Reasons You Might Use the I-9 Dashboard

• Review I-9 and E-Verify case status for active employees.

• Identify incomplete sections or unassigned representatives.

• Search for I-9s by date range or employee name.

• Monitor expiring work authorization documents.

• Export compliance data for reporting and audits.

Filtering by Last Activity on the I-9 Dashboard

The I-9 Dashboard filters activity based on Last Activity Date, which is tied to the Signature Request containing the I-9 form. The dashboard segments requests using this date to help users focus on the most relevant records.

Since recent I-9 requests are typically the most important, those with no activity for over two months may be less relevant for ongoing tracking.

The default for Last Activity is the last 60 days but the other options include:

• 24 Hours

• 7 Days

• 30 Days

• 60 Days

• 180 Days

• 365 Days

• Custom

  • When Custom is selected it gives the option to enter a start date and end date.

Filter by Record Status

Across the top of the dashboard, status tiles display counts for key I-9 categories. Selecting a tile filters the list to show only records matching that status within the chosen Last Activity range.

Available categories include:

• Assign Auth. Rep.: I-9s awaiting an assigned authorized representative.

• Section 2 Incomplete: I-9s missing required Section 2 data.

• Unverified I-9s: Records pending E-Verify submission.

• Verified I-9s: Successfully verified records.

• Work Auth. Expiration: Records approaching document expiration.

• Receipt Expirations: Records with expiring receipt documents.

• E-Verify: Displays all I-9s associated with E-Verify cases.

• All: Displays every record within the selected date range.

These quick filters help recruiters immediately identify where action is needed.

Use Advanced Search

Select Advanced Search to refine your view and locate specific I-9 records.

The Filter Results panel includes multiple options for narrowing down your search:

Date Ranges

• Created Range: Filter by the date the I-9 record was created.

• Section 1 Completed Range: Filter by when the employee completed Section 1.

• Section 2 Completed Range: Filter by when the authorized representative completed Section 2.

Employee and SSN Options

• Filter by Employee: Search by employee name.

• Exact Match SSN: Locate a record using a full Social Security Number.

• Only Show I-9s Without SSN: Displays records missing SSN data.

• SSN Mismatch: Displays records where the SSN entered in Section 1 and Section 2 do not match.

Authorized Representative

• Filter by Rep: Search by authorized representative.

• Unassigned: Displays records without a designated representative.

• Employee-Assigned: Displays records with a representative assigned by the employee.

Citizenship and Verification Status

• I-9 Citizenship Status: Filter by employee attestation type:

• Citizen

• Noncitizen National

• Lawful Permanent Resident

• Alien Authorized to Work

• E-Verify Status: Choose to view Unverified or Verified records.

IDs

• Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job ID: Filter by internal applicant record ID.

• ATS Alt ID: Filter by an alternate applicant tracking system ID.

Once you set your filters, click Search to apply or Clear to reset all fields.

Data Table

The data table of I-9 Dashboard 2.0 contains information for all sections of the I-9. Many of the columns can be sorted and it can be easily filtered with the Advanced Search. The datatable displays active signature requests from the past 12 months.

The data table includes the following columns:

Column	Details	Sortable?
Created	The date/time the onboarding request containing I-9 Section 1 was assigned to the employee	Y
Employee	The name of the employee the I-9 was assigned to. This links to the Applicant record	Y
E-Verify Case #	The E-Verify case number associated with the employee (if available)	Y
Section 1 Completed	The date/time Section 1 was completed. Links to PDF	Y
Section 2 Completed	The date/time Section 2 was completed. Links to PDF	Y
Section 3 Completed	The date/time Section 3 or Supplement B was completed. Links to PDF OR the date Section 3 must be completed for an employing with expiring Employment Authorization	Y
Authorized Representative	The name of the Authorized Representative that completed I-9 Section 2	Y
Hire Date	The date the employee was hired as indicated on I-9 Section 2	Y
Next Step	The next step to be completed by the recruiter for the I-9. The possible statuses are: Review: The Employee has either not yet completed I-9 Section 1; or the I-9 is complete. No action can be taken, but details can be reviewed Section 2:The employee has completed I-9 Section 1, and an Authorized Rep needs to complete I-9 Section 2 E-Verify: E-Verify is enabled, and I-9 Section 2 has been completed, and an E-Verify case was not automatically created Verify: For customers using Two-stage I-9 Verification, a recruiter must review and manually verify the completed information I-9 Section 3: The employee’s I-9 was completed with employment authorization that is expiring, and I-9 Section 3 must be completed Revise: The employee’s I-9 was completed with a document receipt that is expiring, and I-9 Section 2 must be revised to record the permanent document details	N
View Details	This Column is not Sortable. Opens the Details panel for the I-9 record	N

Details Panel

The Details Panel is used for displaying the status of an I-9 record . This interface makes it easy to identify exactly what recruiters need to do next and gives clear opportunities to request additional information on-demand.

The Details Panel contains the following sections:

Section	Description
Title	Contains the Employee Name and a Notes button to access I-9/E-Verify notes left for the employee
Step Indicator	Visual representation of the progress
Section 1	If complete, displays the date/time at which Section 1 was completed, the employee’s attestation, and CTAs to view or reorder I-9 Section 1
Authorized Representative	If assigned, shows the name and contact information of the selected Authorized Representative with the ability to edit/assign a new one. if not assigned, shows an interface allowing for assignment of an authorized representative
Section 2	If complete, displays the date/time at which Section 2 was completed, the Hire Date of the employee, and CTAs to view or Revise I-9 Section 2
E-Verify	If available, shows E-Verify case number and case status, links back to the E-Verify Dashboard
EAD Information	Shows the EAD Category and EAD Country of Birth. This section also allows the EAD information to be edited NOTE: This is dependant on the configuration I-9 Section 2 - Display 'Employer Requested Information Page in Settings
Work Authorization	If an employee presented a work authorization document which is expiring, this section indicates the name and expiration date of the document, with the ability to Complete Section 3, or ignore reverification
Notes	Allows recruiters to view and leaves notes with the topic of I-9 or E-Verify

Export

On I-9 Dashboard 2.0, recruiters and managers have the ability to configure an export of I-9 records without intervention from Support. Select Export from the top right of the table and choose from the following export options:

Export Data

Export Data Options	Description
Currently Visible Data	The export will include only records that are currently visible on the filtered data table. Pagination is taken into consideration. This export occurs immediately and will automatically download the final export file.
All Matching Data	The export includes all the records that are available to a filtered data table. Pagination is not taken into consideration. This export happens in the background and takes longer to complete. When the export is complete, the user is notified via a Toast Notification and automatically begins downloading it.

Fields

Export Field Options	Description
Export Visible Field Set	The export includes only the columns that are currently visible in the data table
Export All Available Fields	The export includes all of the columns that exist on the I-9 records Up to 74 distinct columns

File Format

Export File Format Options	Description
CSV	The export is saved as a .csv file
Excel	The export is saved as an .xslx file

Advanced Options

The following advanced options can be toggled on:

• Include Applicant Custom Fields
• Include Applicant Properties
• Include Active Placement The relationship between a hiring organization, Job opportunity, and a Candidate; describes an employee’s potential or current job within an organization Fields

Troubleshooting

If the dashboard shows no results:

• Check the selected Last Activity range

• Confirm no filters in Advanced Search are overly restrictive

If I-9 sections appear incomplete:

• Open the record in View Details to verify Section 1 or Section 2 progress

If data looks outdated:

• Refresh your browser to ensure all syncs and filters are applied

FAQs

How often does I-9 data refresh?

The dashboard refreshes automatically based on configured sync schedules, ensuring real-time visibility.

Can I search by employee name or SSN?

Yes: Use the Employee or Exact Match SSN fields in Advanced Search.

What if I need to reassign an authorized representative?

Open the record’s View Details panel and select Edit under Authorized Representative.

Can I see upcoming document expirations?

Yes: Use the Work Auth. Expiration and Receipt Expirations tiles to monitor expiring documents.