While there are specific criteria to ensure I-9 cases only get created in the HRI for correct employees, some employees may slip through the cracks or have unique situations and don’t require an I-9. The following steps allow you “override” the system to exclude them from the system I-9 automations.

After going through these these steps, three primary things will happen:

1. The existing I-9 case for the employee will automatically close

2. The employee will not receive any new automatic emails

3. The system will not create any new I-9 cases for the employee

At this time, we do not have a way to set an “expiration” date for this exclusion, so it will be beneficial to review this report periodically and remove the exclusion if it is no longer applicable.

Steps to exclude someone from the system I-9 automations:

*Click on the images below to make them bigger

1. Ensure you are on the I-9 Case of the employee you want removed from I-9 automations
   
   

2. Click on the “Update Exclusion” checkbox

   Open

   

    

3. Update the exclusion by:

   1. Checking the “Exclude from I-9 Automation” checkbox

   2. Explaining the “Reason for excluding from I-9 automation” in the open text field. It is recommended to include: today’s date, your initials, reasoning, and when the exclusion could be revisited (if applicable)

   3. Clicking “Next”

      Open

      

       

4. The employee will now be excluded from system I-9 automations.