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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.
Click on the New button.
Search and select the new I-9 Partner in the search bar.
Click the Next button.
If applicable, identify the Training Completed date and/or Refresher Completed date.
Click the Save button.
Click the Click here to view record link.
To connect the I-9 Partner to a specific department, Click on the New Department Relationship button.
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.
Click on the Department Name.
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.
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.
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When you are wanting to add an email alias (and not an actual employee) 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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