...

1. Go to the I9 Bucket Account record

   

   
   

2. Create a new Contact under this Account

   

   
   

3. Create a Standard Contact Record Type

   

   
   

4. Populate the Bucket Contact’s information
   Note: ‘Last Name’ and ‘Email' are the minimum points of information needed for a new bucket contact.

   

   
   

5. View the new Bucket Contact

   

   
   

6. Add new Bucket Contact as an I-9 Partner
   Note: To add this new Bucket Contact as an I-9 Partner, you can follow the steps of adding an employee as an I-9 Partner.

...

Changing the Department Relationship of an I-9 Partner

You are able to update the department(s) related to an I-9 Partner if, for example, the I-9 Partner changes departments or positions. A report of I-9 Partners who have had recent employment changes that may warrant a change to their I-9 Partner department relationship can be found here.

To

Deactivating an I-9 Partner

...