Completing or Udating an I-9 Form

Updated on 12 Jul 2024
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Editable I-9 forms are only available when Onboarding I-9s is enabled on the Workforce Onboarding page.

Navigation

A screenshot of a computer Description automatically generated

Follow these steps to open the document details for an employee's I-9:

1. Navigate to the employee's Employee Record.
2. Click on the Documents tab.
3. Click on the Signed Documents folder.
4. Click on the I-9 form.

Security

Only users with the following permission will be able to download I-9 forms:

Labor → Employees → Documents → View Documents

Only users with the following permission will be able to edit I-9 forms:

Labor → Employees → Documents → Edit Documents

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Completing an I-9 Form

Follow these steps to complete or update an I-9 form:

	Navigate to the Signed Documents folder on the Documents tab of the employee's Employee Record.
	Click on the I-9 form. The document details sidesheet will open.
	Click the action menu, then click Download.
	Review the downloaded file. The downloaded PDF will contain all of the details currently entered on the I-9 form as well as any uploaded document images.
	Click Edit Form.
	If the employee portion of the form is incomplete, acknowledge that you have seen a signed paper version of the I-9.
	Confirm that the employee's assertion in Section 1 is completed.
	Confirm that the details in Section 2 are entered accurately.
	To upload images of the employee's documents, click Upload Document.
	Complete the Employer Only portion of Section 2.
	Review the Supplement A section.
	Enter your signature to certify the I-9 form.
	Click Save.

Editing an Expired I-9 Form

The federal I-9 form was updated in August of 2023. There is a warning displayed if an employee's I-9 was started prior to this date. The expired I-9 cannot be updated or completed. If the expired I-9 is incomplete or requires changes, a new form must be created.

More information on the changes to the I-9 form from uscis.gov:

https://www.uscis.gov/newsroom/alerts/uscis-to-publish-revised-form-i-9

Follow these steps to create a new I-9 form:

	Navigate to the Signed Documents folder on the Documents tab of the employee's Employee Record.
	Click on the I-9 form. The document details sidesheet will open.
	If the form is expired, a blue warning message will be displayed at the top of the document details. Click Create New Form. A second I-9 form will be added to the employee's Signed Documents folder.
	If the expired form is incomplete, it can be deleted. Click on the menu icon, then click Cancel. Canceling the signature request for an I-9 cannot be undone, and I-9 forms cannot be manually re-added.
	Follow the steps above for completing an I-9 form to complete the new version of the form.