This article reviews the editable I-9 form in the Signed Documents folder on the Documents tab of Employee Records. 


Note: Editable I-9 forms are only available when Onboarding I-9s is enabled on the Workforce Onboarding page. 


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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



Completing an I-9 Form


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


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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.


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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:


Click to expand images

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.

Important Note: 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. 


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