How To Change Remote Workflows
Goal
This guide outlines how to change from one remote workflow to another. There are five different remote workflows within the Tracker I-9 system. These are:
- Section 1 Only: In this I-9 workflow, Employee completes Section 1 remotely and the employer completes the Section 2 afterwards.
- Employer Appoint: Employee completes Section 1 remotely, and an Authorized Employer Representative completes Section 2.
- Employee Appoint: Employee completes Section 1 remotely, and an employee designated Authorized Employer Representative completes Section 2.
- Network Alliance: Employee completes Section 1 remotely and schedules an appointment with an Authorized Employer Representative from Network Alliance who completes Section 2.
- I-9 Pro: The I-9 Pro Record sends a message to the employee to complete section 1. It also instructs the employee to schedule an appointment with an I-9 Pro representative via a live interaction video meeting to complete section 2.
Switching from Section 1 Only to other workflows:
Follow these steps to switch the section 1 only workflow to another :
Create New I-9:
Note: The remote options of Form I-9 will not be present if they have not been turned on for your Tracker account.
- After section 1 is completed, go to the Form-I9 Page, select section 1 or 2 on the Dashboard, and click on the 3-line menu bar, this will prompt the Administrative Options Menu:
- In the Administrative Options Menu under the Remote Workflow tab select Change I-9 Workflow:
- Once you select the Change I-9 Workflow option a menu will pop up with all the different workflows you can switch to:
- Depending on which workflow you select, it will ask you for different information to be filled, after this is completed click yes and the workflow will be changed.
A) Switching to the Employee Appoint Workflow: 
B) Switching to the Employer Appoint Workflow:
C) Switching to the Network Alliance Workflow:
D) Switching to the I-9 Pro Workflow:
