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  1. Ensure you are on the I-9 Case of the employee you want removed from I-9 automations

  2. Click on the “Update Exclusion” checkbox

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  3. Update the exclusion by:

    1. Checking the “Exclude from I-9 Automation” checkbox

    2. Explaining the “Reason for excluding from I-9 automation” in the open text field. It is recommended to include: today’s date, your initials, reasoning, and when the exclusion could be revisited (if applicable)

    3. Clicking “Next”

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  4. The employee will now be excluded from system I-9 automations.