I-9 Forms Table Navigation

Understand the basics of the I-9 Forms table screen.

The I-9 Forms table is where you’ll find all your workers who have an I-9 task assigned. Here you’ll see I-9 form completion status and where your action may be required. To access the I-9 Forms table, click I-9 Center in the left side panel. You will land in the I-9 Forms table by default.

Looking for W-4 forms? These are housed in the W-4 Forms table. Learn more about the W-4 process in this article.

Status Tabs

At the top of the table, there are eight status tabs to quickly find I-9 forms in different stages of the I-9 completion and E-Verify process.

• All: All I-9 forms, regardless of status.

• Section 1: The worker has been assigned an I-9 form to complete, but has not completed Section 1 yet.

• Section 2: This tab will have three types of workers:

• The worker has completed Section 1, but Section 2 needs to be completed by the employer or an Authorized Representative.

• Depending on which verification methods your company has enabled, you will also see employees who have an upcoming On-Site or Live Video verification meeting scheduled.

• OR Section 2 has been completed, but the company is not using E-Verify. Therefore, workers will not move into the Awaiting Information, Pending E-Verify, E-Verify, or Completed tabs.

• OR the worker has not been sent to E-Verify for some reason, if the company is using E-Verify.

• Awaiting Information: Sections 1 and 2 are completed, but there is missing information on the form.

• If the worker provides an acceptable document receipt instead of a document when completing Section 1.

• If the worker is awaiting their SSN because they are new to the country.

• Pending E-Verify: The worker’s I-9 form is pending submission to E-Verify or has been submitted to E-Verify but has not been reviewed by E-Verify yet.

• E-Verify: The worker’s completed I-9 form has been successfully sent to E-Verify.

• Expiring: Workers with Section 1 documents that are expiring or have already expired.

• Completed: The worker’s E-Verify case status is Closed Authorized, and they are verified to legally work in the U.S.

Tip! To search for a worker, use the search at the top. You can search by name, Worker ID, or email.

Quick Filters

When you select any of the eight status tabs, you will see additional quick filters based on the tab selected.

If you have the E-Verify tab selected, you will see Filter By Status options for case statuses that require action, like Unconfirmed Data or TNC.

You will have two quick filter options for most tabs: Filter By Priority and Filter By Status.

Changing Column Data

Above the status tabs is the Columns button, which allows you to select which columns of data will be visible on the I-9 Forms table.

Important Note: The First Name, Last Name, and Status columns cannot be removed.

Columns can be added or removed related to the I-9 form, worker details found in the Worker’s Profile, or even custom worker attributes that are specific to your company’s account. Click Apply to add the columns to your table.

Custom Filtering

Next to Customize Columns, you will see the Filters button, which allows you to hone in on specific workers even more.

To create a custom filter, select values from all three dropdowns. The types of filters you can build are:

• Step: Results based on which step in the I-9 flow the worker is in.
• Expiration: Results based on a certain expiration date value.
• Start Date: Results based on a worker's start date.
• Section 2 Selection: Results based on which Section 2 verification method was chosen by the worker.
• Rejected: Can be used if your company has I-9 Form approval enabled. Select true or false.
• E-Verify status: Results based on the worker’s main E-Verify case status.
• E-Verify government status: Results based on the E-Verify case sub-status.
• Case Tags: Results based on workers with a specific case tag or set of case tags.

To layer on additional filter criteria, click + Add condition group (OR) and then + Filter.