Page Comparison

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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.

      

2. Click on the New button.

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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.

      

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.

       

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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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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• Active/Inactive change

• Working Title change

• Department change
  
  

I-9 Partners identified in this report should be manually reviewed to determine whether:

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:

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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.

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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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