Attachment Retention Settings

Goal

An alert to remind users to attach photocopies of documents in Section 2 and Section 3 can appear if the Form I-9 document photocopy retention policy setting is used. The alert will appear if there is no attachment uploaded in Section 2 or Section 3.

To attach a document, see How to Upload Attachments.

Attachment Settings

1. Access the Tracker application as a Client Admin user.
2. Select the appropriate Employer record listed on the Home page.
3. Scroll to the Task Options section listed at the bottom of the Employer Setup page.
4. Review/confirm/update your current Attachments setting. Your Attachments setting will remind users to include copies of List A, B, or C documents based on this setting.
   
   • No Attachments: Selecting this option will configure the Employer to not allow document attachments and disable all required attachment alerts when completing Form I-9. This option is not available for E-Verify Employers.
   • E-Verify Photo Match: Selecting this option will configure the Employer to display an alert when copies of the appropriate List A documents are not retained with Form I-9. This option is only available for E-Verify Employers.
   • All Attachments: Selecting this option will configure the Employer to display an alert when copies of List A, B, and C documents are not retained with Form I-9.
   • All Attachments as of date: Selecting this option will configure the Employer to display an alert when copies of List A, B, and C documents are not retained with the Form I-9 on or after the designated date.
5. Review/confirm/update your current Attachment Required For Signature. There are two configuration options to choose from.
   
   • No: Indicates that attachments are not mandatory. Selecting No means the system may display a warning when a user attempts to sign/amend Section 2 or Section 3 of the Form I-9 and one or more attachments are missing. The warning will display based on the Attachments setting. The warning does not prevent the user from signing/amending Section 2 or Section 3.
     Note: The default setting is No for existing or newly added Employers.
   • Yes: Indicates that attachments are mandatory. Selecting Yes means the system will not permit the user to sign/amend Section 2 or Section 3 of the Form I-9 if one or more required attachments are missing, even if the Section 2 or Section 3 signature due date is past the compliance deadline. When set to Yes, the user does not receive an alert. Instead, a validation error will be displayed. The Attachments setting determines the documents that are considered to be required.
     • Note: If the Attachment Required For Signature option is set to Yes, then based on the Employer’s Attachments setting users will not be able to sign or amend Section 2 or Section 3 of the Form I-9 if one or more required attachments aren’t included. However, I-9 Managers who are assigned to the Advanced User With E-Verify or Advanced User Without E-Verify Security Role will have access to an override feature. This feature will allow the I-9 Manager to override the Attachment Required For Signature option for a particular Form I-9. More information on this feature is described later in the guide in the Forced Attachment Override on UI section.

More information about Forced Attachment can be found in the Tracker I-9 Forced Attachments Quick Start Guide.

Attachment Alerts

The Attachment Alert will appear when Section 2 or Section 3 is saved, but no attachment is uploaded. It will appear when the Save button is clicked and when the user attempts to sign Section 2 or 3.

Attachment Alert for the E-Verify Photo Match option:

Attachment Alert for the All Attachments options:

If Attachment Required For Signature is set to Yes: