I-9 Report
  • 12 Jul 2024
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I-9 Report

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Article summary

This article reviews the I-9 reports on the Workforce Reports page

I-9 reports are available on the Workforce Reports page when Onboarding I-9s is enabled. The I-9 reports show the status of all I-9s for all associated employees.


Navigation

To open the 'Current' or 'Previous (Expired)' I-9 report, navigate to the Workforce Reports page, locate the desired I-9 report in the I-9 section, then click View.


Current & Previous (Expired) Reports

The federal I-9 form was updated in August of 2023. I-9s generated after the update appear on the 'Current' report. I-9s generated prior to the update appear on the 'Previous (Expired)' I-9 report.

These reports have the same layout and functionality.


Workforce Reports Page Summary

On the Workforce Reports page, each of the I-9 reports has a summary that lists the number of employees in each step of the I-9 process.

I-9 Step

Description

Waiting on Employee

The employee has not completed their portion of the I-9 via the My Pay section of the R365 Mobile App. 

Review & Sign

The employee has completed and signed their portion of the I-9 and the employer portion is ready to be reviewed and signed. 

Acknowledge

The employee has declined to use their e-signature and a paper I-9 needs to be completed. The employee and employer portion of the I-9 will be completed at the same time by the employer.

Complete

Both the employee and employer section of the I-9 have been completed. 


I-9 Report Page Buttons and Fields

Button/Field

Description

Payroll Company Selector

Payroll company associated with the listed I-9s.

Actions Menu

Contains the following actions:

Remind all incomplete - The notification functionality is currently disabled. No alerts are sent to employees when clicked. 

Start Date

Employee's hire date.

Name

Employee's name and payroll status.

EE Signature Status

Indicates if the employee has electronically signed the I-9.

Incomplete - Employee has not completed or declined to electronically sign the I-9.

Declined - Employee has declined to electronically sign the I-9.

Complete - Employee has electronically signed the I-9.

Admin Status

Indicates if the employer portion of the I-9 is complete.

Waiting on worker - The employee portion of the I-9 has not been completed.

Review & Sign - The employee portion of the I-9 is complete and ready for employer review.

Complete - Both the employee and employer portion of the I-9 are completed. 

Remind Button

Indicates that the employee portion of the I-9 is incomplete.

The notification functionality is currently disabled. No alerts are sent to employees when clicked. 


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