I-9 Dashboard 2.0

The I-9 Dashboard (2.0) provides an easy to use I-9 management solution. This dashboard combines the I-9 management views into one single view. It allows recruiters to customize their view using searching and filtering.

Review the I-9 Process before exploring I-9 Dashboard 2.0

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

The range selected cannot exceed 120 days.

To keep things running smoothly, date ranges are optimized to a maximum of 120 days.

This helps ensure:

Quick load times
Real-time, reliable insights
A seamless experience every time you log in

Our goal is to give you the information you need without any slowdown, so you can stay focused on what matters most, your talent.

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 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

Status Quick Select

The Status Quick Select allows recruiters to quickly filter the dashboard by I-9s that require the same or similar actions. The Quick Select buttons are at the top of the dashboard.

There are seven statuses that can be selected:

Status	Description
All	Shows all active I-9 records that are in progress or complete Note: It excludes deleted or inactive onboarding workflows
Assign Auth Rep	Shows all I-9 records where Section 1 has been completed, but for which no Authorized Representative has been assigned
Section 2 Incomplete	Shows all I-9 records where Section 1 has been completed and for which an Authorized Representative is assigned, but Section 2 has not been completed
Unverified I-9s	If Two-Stage Verification Enabled is configured to ON, it shows all I-9 records that have not been manually verified
Work Auth Expirations	Shows all I-9 records with Work Authorization documents expiring within 90 days from today
Receipt Expirations	Shows all I-9 records with Work or Identity documents that were marked as a Receipt expiring within 90 days from today
E-Verify	Shows all I-9 records with an associated E-Verify case in any status

Advanced Search

Recruiters and Compliance Managers are able to apply filters through Advanced Search to create a list view of relevant information.

To use Advanced Search follow these steps:

Navigate to I-9 / E-Verify > I-9 Dashboard 2.0
Select Advanced Search on the top right of the table
Complete the relevant filters
Click Search

The fields available in Advanced Search cannot be customized.

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 Fields