Attachments Retention Setting

Goal

An alert to remind users to attach photocopies of documents in Section 2 and 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 3.

To attach a document, see How to Upload Attachments.

Please note that the user is still able to complete Section 2 or 3 without an attachment if they bypass the alert pop-up.

Setting

1. Log in as a client admin.
2. Select an employer.

3. Scroll down to the Attachments section and choose an Form I-9 document photocopy retention policy. See below for the options.
4. Click the Save button (towards the top).

Options

Employer with E-Verify:

Employer without E-Verify:

• No Attachments: Selecting this option will configure the Employer to disable all required attachment alerts when completing the 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 alerts where photocopies are not being retained according to E-Verify photo match retention requirements. This option is only available for E-Verify employers. See Photo Match for the E-Verify guidelines.
• All Attachments: Selecting this option will configure the Employer to display alerts on all records which do not have photocopies retained for all documents recorded on the Form I-9.
• All Attachments as of a date: Selecting this option will configure the Employer to display alerts on all records which do not have photocopies retained for all documents recorded on the Form I-9 as of the designated I-9 completed date.

Attachment Alerts

The attachment alert will appear when Section 2 or 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: