How to Delete and Restart Workflow

Goal

For remote Form I-9 workflows, users can delete and restart the remote workflow. This option is commonly used when emails cannot be resent for Form I-9 records created through an integration.

Important: If Section 1 is complete and you do not want to delete it, do not use this option. Instead, use another available workflow option that retains Section 1.

Steps

1. Search for the employee and click on the next action to navigate to the Form I-9 tab.
2. Navigate to the Remote I-9 tab.
3. Open the I-9 menu.
   
4. Select Stop or Reject Remote Form I-9.
5. Select Delete and Restart Employee Appoint Workflow.
    
6. Enter the employee’s start date and email address.
7. Click Continue.
8. The system displays two confirmation messages asking whether you want to delete the Form I-9. Confirm both messages to continue.
9. After the workflow is restarted, a confirmation message appears indicating that the Section 1 email has been sent to the employee.
   
    
   

Notes

The steps above apply to the Remote Employee Appoint workflow. Users can also delete and restart the Form I-9 for the following workflows:

• Section 1 Only
• Employer Appoint
• Network Alliance