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1. Ensure the new I-9 Partner is an active I-9 Partner

   1. Follow these steps to add an employee as an I-9 Partner
      

2. Open the I-9 Partner record page that you are updating

   

3. Reassign Cases to the new I-9 Partner for the department

   1. This one-time step transfers any old cases to the new I-9 Partner.

   2. Click on the Reassign Cases button

      

   3. Search/Select the new I-9 Partner

      1. Click the Next button

         

   4. Click the Finish button

      

4. Remove the old Department Relationship

   1. In the ‘Department Relationships’ section, click on the down arrow and then select the Delete option

      

   2. Click on the Delete button

      

5. Add the new Department Relationship

   1. Click on the New Department Relationship button

      

   2. Search/Select the new Department

      1. Check the applicable Primary and Active checkboxes

      2. Click the Save button

         

   3. Finished. All new I-9 cases related to this department will have the I-9 Partner connected to them.

      1. It is advised you review the I-9 Partners you touched in this process to ensure the Primary and Active checkboxes are accurate.

Deactivating an I-9 Partner

You are able to deactivate an I-9 Partner if, for example, the I-9 Partner no longer works at the University. A report of I-9 Partners who have had recent employment changes, like terminations, that may warrant a change to their I-9 Partner department relationship can be found here.

A high-level overview of the steps to terminate an I-9 Partner:

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To deactivate an I-9 Partner, follow these steps:

1. Ensure the new I-9 Partner is an active I-9 Partner

   1. Follow these steps to add an employee as an I-9 Partner
      

2. Open the I-9 Partner record page that you are wanting to deactivate

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3. Reassign Cases to the new I-9 Partner for the department

   1. This one-time step transfers any old cases to the new I-9 Partner.

   2. Click on the Reassign Cases button

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   3. Search/Select the new I-9 Partner

      1. Click the Next button

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   4. Click the Finish button

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4. Deactivate the I-9 Partner

   1. Click on the Deactivate button

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   2. Click the Finish button

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   3. Finished

      1. If you would like, you can completely delete the Department from the old I-9 Partner’s “Department Relationship” by clicking the down arrow and selecting delete.

      2. It is advised you review the I-9 Partners you touched in this process to ensure the Primary and Active checkboxes are accurate.