Creating a Form I-9 approver

A Form I-9 approver is an employee who is authorized to complete and approve Form I-9s. Form I-9 approvers are created, activated and inactivated in Tracker I-9 by web services. The web services are triggered when administrators manage Form I-9 approver settings in Transition Management. Form I-9 approver status is maintained in Tracker I-9 Complete.

With default settings, administrators who are signed in to Tracker I-9 Complete as an administrator can view default settings in the Admin Control panel. If web services are used to create a Form I-9 approver, then Tracker I-9 Complete security and time zone default settings are not required. The client can decide that the values are manually selected for each Form I-9 approver instead of having the default values applied. The client must use the configuration console to specify the required values.

HR Admin and HR Generalist security roles have full access to data and can create Form I-9 approvers. Direct supervisors and indirect supervisors can view the data.

  1. Select Resources > Resources.
  2. Select a user profile.
  3. Click Create Form I-9 Approver.
  4. Specify this information:
    Security Role
    Select the security role that is retrieved from Tracker I-9 Complete.
    User Permissions
    The permissions profile determines the remaining fields in this form. Use All Client Access to grant access to all worksites of all employers. Use All Worksites for Employer to grant access to all worksites of a specficed employer. Use Select Worksites for Employer to grant access to specified worksites for a single employer.
    Employer
    This is the HR organization to which the employee who is being updated belongs. This value is available when the User Permissions is set to All Worksites for Employer.
    Worksites
    Select up to five worksites. This value is available when the User Permissions is set to Select Worksites for Employer.
    Timezone
    Select one of the time zones that are used to schedule email delivery in the Tracker I-9 Complete system.
  5. Click OK.