If you have a staff member with a completed I-9 and you don't want or need them to complete a new one, we have a simple step-by-step process to upload it to the Workbright platform. (Please review the Important Notes section at the end of the article.)
Important things to know before you begin
Because the I-9 was uploaded rather than completed natively, it will not have many of the same benefits as an I-9 completed in the Workbright system.
The fields in the Form I-9 will not populate in reports or appear in the expired documents section of the Form I-9 inbox. There will also be no audit trail, as it was completed outside of WorkBright.
If your account is set up with E-Verify, note that an uploaded I-9 will not automatically push to E-Verify. You will need to complete it manually via the E-Verify website.
You CAN add supplemental files to your staff profile and even add supplemental b.
Uploading the Form I-9
To upload a Form I-9 for a staff member, first go to their staff page. You can find this by searching for the staff member via the “Search Staff Member” box in your navigation bar.
You can also find this via the “Staff” Screen, also found in the navigation bar.
Then, scroll through your list to find the staff member, or use the search function on the far right side of this screen.
If you are uncertain who needs to have a form uploaded, go to “Onboarding”; from there, select the “I-9 Forms” inbox.
Once in the I-9 Form Inbox, you will select the Missing or Rejected tab.
You are looking for Staff members who are listed as “Not yet received”; in this case, we are looking for “Weston Test”
Once we have the staff member's name, we can go to their profile in the Staff Screen. In their profile, we will navigate to the “Forms” tab.
On the row that lists Form I-9, click the three dots on the far right. When you click the three dots, a pop-up will appear; select the option that says “Upload…”
This will open an upload screen. Click on “Select a file to upload”
This will open a pop-up to select a file from your computer.
Select the correct file and open or select it for upload. (Seen here is the Mac OS view note it may be different depending on your Operating system)
Once uploaded you will click on “Submit”
Once submitted, you will be taken back to the Forms tab of the staff profile and see that it has been uploaded.
When you open the Form I-9, you will see “Paper Upload” in the “Other Details” section for your records.
That is how you successfully upload a Form I-9 to a Staff Profile.