Page Comparison

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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 wanting to deactivate

   

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. FYI: If you leave the “New I-9 Partner” field blank, existing open cases will not have an I-9 Partner

      2. Click the Next button

         

   4. Click the Finish button

      

4. Deactivate the I-9 Partner

   1. Click on the Deactivate button

      

   2. Click the Finish button

      

   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.

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