How Pending or Inflight I9s will be handled once New Form I9 edition is enabled for my account?
Use Cases:
- I9 has been initiated by Customer and Section 1 has been triggered before enabling the New I9 edition on October 19th, 2023.
- Section 1 Invite has been received but the candidate and candidate started modifying but did not complete Section 1. And New I9 edition has been enabled for this customer.
- Candidate can continue to use the Same Email Invite, Same Link
- Link will open the new Form I9 Wizard Step 1 for candidate. Candidate will not notice any significant change in the process except for Section 1 UI changes as defined under Release Notes
- Section 1 Invite has been received and candidate completed Section 1 using old I9 Format (2019 edition). Section 2 hasn't been started by Authorized Approver\ designee. And New I9 edition has been enabled for this customer.
- Section 2 link will open New Form I9 edition and Authorized Approver \Designee can view the completed Section 1 as a new format.
- Section 1 Invite received, and candidate completed Section 1 and Section 2 has been completed both in old format before turning on the New Form I9 feature.
- No Change - Old Form will marked as completed.
- Section 1 Invite received, and candidate completed S1 in old format and record made UCNS after enabling New Form I9 feature.
- UCNS Record will stay in the old format.
- Section 1 Invite Created and candidate completed S1 and Section 2 has been completed in old format and the record is Terminated after enabling New Form I9 feature.
- Record Stays in Old Format ONLY
- Section 1 Invite Created and candidate completed S1 and Section 2 hasn't been completed and the record is Terminated - This is not the correct use case as Pending Record can't be terminated.
- Section 1 Invite has been received but the candidate and candidate started modifying but did not complete Section 1. And New I9 edition has been enabled for this customer.
Archived Record in the Old Format and Need for Update i.e., Supplement B (Section 3 update as called in old format)
Section3 Update = Supplement B as part of New Form I9
- Old Form I9 completed before 31st Oct or Before the new Form I9 feature was enabled (Old Archived Form I9 record may contain Old Preparer\Translators section and\or Section 3 update,)
- I9 needs to be updated for Section 3\Supplement B after 31st Oct or after New Form I9 Feature enabled.
- Supplement B will be available to Authorized Representative to update the details.
- Final PDF print will contain - Old Section 1, Old Section 2, Old Preparer\Translators if any , + Old Section 3 update if any + New 1 page Supplement B to provide most latest changes to be updated
- Section3 Update = Supplement B
- Archived Form I9 Record will never change its version, just Supplement B will be new once New Form I9 feature is enabled.
Miscellaneous
- For any Form I9, if Section 1 has been completed \ triggered prior to 1st August 2023 or Hire Date\1st day of the job is prior to 1st August 2023
- the record must be completed in old format ONLY.
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