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Adding an Employee as an I-9 Partner

When you are adding an actual employee as an I-9 Partner, you can follow these steps:

1. Navigate to the I-9 Partners tab.
   
   You may want to scan the I-9 Partner list to confirm the new addition isn’t an existing I-9 Partner. Otherwise, you will get an error later in the process.
   

   

   
   

2. Click on the New button.

   

   
   

3. Search and select the new I-9 Partner in the search bar.

   

   
   

4. Click the Next button.

   

   
   

5. If applicable, identify the Training Completed date and/or Refresher Completed date.
   Click the Save button.

   

   
   

6. Click the Click here to view record link.

   

   
   

7. To connect the I-9 Partner to a specific department, Click on the New Department Relationship button.

   

   
   

8. Search for the department by name or department ID #. If it doesn’t show up in the drop-down, click on the Show all results for XXX.

   

   
   

9. Click on the Department Name.

   

   
   

10. Select the applicable checkboxes to mark whether the I-9 Partner is Primary, Active, or both.
    Click the Save button.
    
    There can only be one Primary I-9 Partner per department. You will get an error if you try to add a Primary I-9 Partner to a department that already has one.
    
    Only Primary I-9 Partners get cc’ed on select automatic emails.
    

    

    
    

11. The I-9 Partner is now connected to the specific department.
    
    You can add more Department Relationships for the I-9 Partner by clicking on the New Department Relationship button.
    

    

Adding an Email Alias as an I-9 Partner

When you are wanting to add an email alias as an I-9 Partner, you need to: 1) create a Bucket Contact, and 2) add the bucket contact as an I-9 Partner. To do this, you can follow the following steps.

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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.