Workflow Overview - Form I-9 and E-Verify

Onboard and Onboard Manager work together for employment verification

Note: At the end of the I-9 Section 1, 2, and 3 tasks, there is a completed/signed Form I-9 PDF.

Basic Form I-9 and E-Verify Workflow:

  1. New hires (using Onboard) complete/sign/submit Section 1 of Form I-9 (Employee Information and Attestation). This task appears as I-9 Section 1 on the My Tasks page.
  2. Onboarding managers (using Onboard Manager):
    • Complete/sign/submit Section 2 of Form I-9 (Employer or Authorized Representative Review and Verification). This includes the review/verification of the hire's Form I-9. This task appears as I-9 Section 2 on the My Tasks page.
    • Complete/sign/submit Section 3 of Form I-9 (Reverification and Rehires). This task is used for hire reverification/rehire. This task appears as I-9 Section 3 on the My Tasks page. Note: The I-9 Section 3 can be configured as a standalone task that needs no workflow, or it can be configured so that the expiration of documents used originally in I-9 Section 2 automatically triggers the I-9 Section 3 task.
    • Interface with the E-Verify program to confirm the new hire's work authorization. This includes submitting the hire's completed and signed Form I-9. This task appears as E-Verify on the My Tasks page.

The following illustration shows this basic I-9/E-Verify workflow. In this illustration:

  • HR/Onboard User is referring to an onboarding manager (using Onboard Manager).
  • New Hire is a new hire (using Onboard).
  • DHS is the Department of Homeland Security, one of the agencies that is part of the E-Verify program.

This process assumes the new hire completes the I-9 Section 1 before Day 1, and that the E-Verify steps occur 3 days after Day 1.

basic Onboard I-9 and E-Verify process flow

Note: This process assumes the same User Type or Role completes I-9 Section 2 as well as the E-Verify steps; however, separate User Types/Roles can complete these activities. In addition, special User Type/Role configurations are needed when a BrassRing integration is part of the process.