WorkBright makes editing Section 2 of an I-9 easy! In just minutes, and with a few clicks, you can edit an employee's Start Date, add additional info notes, edit document numbers, or add a 'late reason' (when applicable) to your staff member's WorkBright I-9. Let's take a look at how.
Please note that you will only be able to make updates to Section 2 of an Employee's I-9. If there are any errors in Section 1, the Form I-9 will need to be rejected, and the employee will need to correct those before Section 2 can be completed.
To begin, you'll need to navigate to your I-9 dashboard. There are two ways to do so. The easiest way is to click into the '# Form I-9's' right from your Admin Dashboard.
Managing notes on I-9 forms is an essential part of employment verification. Notes can be added to provide additional context, such as indicating a remote reverify request due to rehire, or to clarify specific situations. Additionally, system-generated notes, such as those indicating late submission, serve as an auditing tool.
Admin Dashboard:
The second option would be to click 'Onboarding' at the top of the page, and then click 'I-9 Forms' on the left-hand column. Either option will bring you to the I-9 dashboard.
Next, click the Pending Employer Section tab, or the Completed tab if the I-9 Section 2 has already been submitted.
You can select one or more employees- for example, if you needed to update start dates in bulk, you could select all relevant employees from the list. Or, to make changes to one at a time, just select the desired employee by clicking the checkbox to the left of their name. Once you've checked the box(es), a button will appear that says 'Edit Section 2 for (#) selected form(s)':
After clicking 'Edit Section 2 for (#) selected form(s)', you will be brought to the page where you can make edits to Section 2. You'll see options to update First Day of Employment, add additional info notes, edit document numbers, and if applicable, add a late reason:
Click on the Edit Additional Info button to reveal a dialogue box with a historical record of all of the actions that have been taken on an Employee's I-9 Section 2 Documentation. Feel free to also manually type in any additional notes as well. Click 'Edit Documentation' to edit the document number, title, or expiration date.
System-generated notes, such as those indicating late submission, are automatically added by WorkBright to support auditing processes. For example, if an I-9 form is completed without a Social Security Number (SSN), a late reason note may be added. These notes are intended solely for auditing purposes and do not indicate an error.
Note: If you need to update the actual image provided- for example, a new form of identification altogether, or a new photo of the documentation already provided- you will need to request a new submission from the staff member, and the I-9 will need to be re-countersigned. Once done, click the blue 'Save Section 2 Updates' button to save all changes. System-generated notes cannot be removed. These notes are added automatically to enhance auditing and compliance and do not imply an error in the submission process.