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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:
The I-9 Partner Department Relationship can stay the same
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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Ensure the new I-9 Partner is an active I-9 Partner
Open the I-9 Partner record page that you are wanting to deactivate
Reassign Cases to the new I-9 Partner for the department
This one-time step transfers any old cases to the new I-9 Partner.
Click on the Reassign Cases button
Search/Select the new I-9 Partner
FYI: If you leave the “New I-9 Partner” field blank, existing open cases will not have an I-9 Partner
Click the Next button
Click the Finish button
Deactivate the I-9 Partner
Click on the Deactivate button
Click the Finish button
Finished
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.
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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