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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.

Reviewing Employment Changes of I-9 Partners

There is a stock report in the system to identify I-9 Partners that have recent employment changes. Examples of these employment changes are:

• Active/Inactive change

• Working Title change

• Department change

I-9 Partners identified in this report should be manually reviewed to determine whether:

1. The I-9 Partner Department Relationship can stay the same

2. The I-9 Partner Department Relationship needs to be updated

3. The I-9 Partner should be deactivated

Changing the Department Relationship of an I-9 Partner

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