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How to Stop Remote Access Workflow

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This shows how an I-9 manager can stop the remote I-9 workflow.

Goal

When an I-9 is in a remote workflow, the user will not be able to complete Section 2 directly in Tracker I-9, since the expectation is that the authorized employer representative will complete Section 2 remotely. If Section 2 needs to be completed directly in Tracker I-9, the user can stop the remote access workflow on an Employer Appoint or Employee Appoint I-9 to complete Section 2.

Please be aware that once the remote access workflow has been stopped, you cannot restart the remote access workflow and will not be able to have Section 2 completed remotely.

Steps

  1. Navigate to the Form I-9 and click on the I-9 menu on the Remote I-9 tab.

I9Menu.jpg

  1. Select "Stop or Reject Remote Form I-9".
  2. Select "Stop Remote Access Workflow" and confirm the change. This will change an Employer Appoint I-9 to the onsite workflow.
    • Once the I-9 is in the Onsite workflow it cannot be changed back to a Remote Workflow.

StopRemote.jpg   StopRemoteConfirm.jpg

  1. A user may now complete Section 2.