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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

After reviewing the I-9 Partner and making necessary edits, you can remove the I-9 Partner from showing up in the I-9 Partners + Depts to Review report by following these steps:

1. Open the I-9 Partner record page

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2. Edit the Review Employment field

   1. You can double-click the field or click on the pencil icon

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3. Uncheck the Review Employment field

   1. Click the Save button

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4. Finished. The I-9 Partner will not show up in the report anymore (until their next employment change).

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.

A high-level overview of the steps to change a department relationship for an I-9 Partner:

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To remove one department relationship for an I-9 Partner and add a new department relationship, 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 updating

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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. Remove the old Department Relationship

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

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   2. Click on the Delete button

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5. Add the new Department Relationship

   1. Click on the New Department Relationship button

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   2. Search/Select the new Department

      1. Check the applicable Primary and Active checkboxes

      2. Click the Save button

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

Deactivating an I-9 Partner