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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.

   1. 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.

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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 #.

   1. If it doesn’t show up in the drop-down, click on the Show all results for XXX.

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9. Click on the Department Name.

   

10. Select the applicable checkboxes to mark whether the I-9 Partner is Primary, Active, or both.

    1. Click the Save button.

    2. 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.

    3. Only Primary I-9 Partners get cc’ed on select automatic emails.

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11. The I-9 Partner is now connected to the specific department.

    1. You can add more Department Relationships for the I-9 Partner by clicking on the New Department Relationship button.

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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.

Note: the The HR IT team has to help with the first # four steps. I-9 Users do not have permission to do these steps on their own. You can request HR IT support by filling out the HRI Help Form.

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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

      

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

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