Form I-9 general workflows

This topic is an overview of the Form I-9 process. It includes the interaction with users, Transition Management, and Tracker I-9 Complete. Workflows for remote hires and non-remote hires differ.

General Workflow For Remote Hires

  1. New Hire Form I-9 is created when the Form I-9 task is created.
  2. New hire completes the Form I-9 Section 1 in the transition program.
  3. New hire electronically signs and submits the Form I-9. This stores the I-9 directly in Tracker I-9 Complete. The new hire prints a receipt page.
  4. Remote hire selects the Please click this link for more information and instructions from your employer link. Instructions are displayed about how the remote hire can contact an employee representative, such as a local notary public, who processes the remote hire’s Section 2 employment verification documents. You can use the instructions to direct the remote hire to provide contact information to the I-9 approver or a local person who can act as an employer representative to process Section 2 of the Form I-9.
  5. Tracker I-9 notifies the I-9 approver and makes the Form I-9 available to the I-9 approver or administrator.
  6. The I-9 approver adds contact information for the local person, for example, a local notary, who can act as an employee representative. This triggers an email to the local person. The email includes a link that the person can use to accept the employer representative role for the remote hire.
  7. The acceptance of the employer representative role by the local person triggers an email to the new hire. The email includes instructions and contact information for the employer representative and triggers an email to the employer representative with Section 2 processing instructions.
  8. The remote hire provides a printed copy of the Form I-9 to the employer representative. The representative authenticates and processes the Section 2 documents according to the Tracker I-9 Complete instructions.
  9. By selecting a link on the email with the Section 2 processing instructions, the employer representative completes Section 2 of the Form I-9 on the Tracker I-9 site by providing the employment verification documents and electronically signing the form.
  10. The Tracker I-9 approver or administrator reviews the information that was provided by the employer representative and approves or rejects the Form I-9.
  11. The new hire receives an email notification when Section 2 of the Form I-9 is approved by the I-9 approver or administrator

General Workflow For Non-Remote Hires

  1. New Hire Form I-9 is created when the Form I-9 task is created.
  2. New hire completes the Form I-9 Section 1 in the transition program.
  3. New hire electronically signs and submits the Form I-9. This stores the I-9 directly in Tracker I-9 Complete. The new hire prints a receipt page.
  4. Tracker I-9 Complete notifies the I-9 approver and makes the Form I-9 available to the I-9 approver.
  5. The I-9 approver accesses the Tracker I-9 Complete application either from the Tracker I-9 menu item.
  6. In the Tracker I-9 Complete application, the I-9 approver reviews the Section 1 submission and completes Section 2 of the Form I-9.
  7. The Form I-9 information is submitted electronically to E-Verify for processing if the client has that enabled in Tracker I-9 Complete.
  8. The E-Verify submission, case follow up, and closing are done using the Tracker I-9 Complete application.