A list of all active I-9 Partners, matched with the associated department, can be found here. If you need to add a new I-9 Partner to this list, you can follow the steps below.

Click on the images to make them bigger.

Adding an Employee as an I-9 Partner

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.
   
   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.

   

   
   

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 #. 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.
    Click the Save button.
    
    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.
    
    Only Primary I-9 Partners get cc’ed on select automatic emails.
    

    

    
    

11. The I-9 Partner is now connected to the specific department.
    
    You can add more Department Relationships for the I-9 Partner by clicking on the New Department Relationship button.
    

    

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 HR IT team has to help with the first # 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.

1. Go to the I9 Bucket Account record

   

   
   

2. Create a new Contact under this Account

   

   
   

3. Create a Standard Contact Record Type

   

   
   

4. Populate the Bucket Contact’s information
   Note: ‘Last Name’ and ‘Email' are the minimum points of information needed for a new bucket contact.

   

   
   

5. View the new Bucket Contact

   

   
   

6. Add new Bucket Contact as an I-9 Partner
   Note: To add this new Bucket Contact as an I-9 Partner, you can follow the steps of adding an employee as an I-9 Partner.

Reviewing Employment Changes of I-9 Partners

There is a stock report in the system to identify I-9 Partners that have recent employment changes. Examples of these employment changes are:

• 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

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.

To

Deactivating an I-9 Partner