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    I-9 Report
    • 12 Jul 2024
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    I-9 Report

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    • PDF

    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.


    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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