How To Create a New Form I-9

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Goal

This guide provides instructions for how to create New Form I-9 records in the Tracker I-9 system.

Please be aware that this guidance only applies to organizations who create their Form I-9 records within the Tracker I-9 system directly. If you have an integration with one of our onboarding partners, use our API to create new I-9s, or use another method to create your Form I-9 records in your Tracker I-9 system these instructions may not apply to how you use Tracker I-9.

Steps

Click on the Create New I-9: New Employee button or select Create New Form I-9 from the Manage I-9 dropdown menu.
On the Create New Form I-9 page, select one of the following options:
- Create New I-9: New Employee - Select this option if the employee does not already have a profile in Tracker I-9.
- Create New I-9: Existing Employee - Select this option if the employee already has an active or inactive profile in Tracker I-9.
Enter the required information for a new employee profile, or search for and select an existing employee profile.
Click Save & Continue once the profile is created.

Remote Workflow Options:
The following remote workflow options are available when creating a new Form I-9:
- New Form I-9 with Remote Section 1 (Employee completes section 1 remotely)
- New Form I-9 with Employer Appoint
- New Form I-9 with Employee Appoint
- New Form I-9 with Network Alliance
- New Form I-9 with I-9 Pro or New Form I-9 with I-9 Pro+E-Verify

Steps to Create New Form I-9 with Remote Section 1

Select Section 1 Only.
In the Employee Information section, enter the following information:
- Start Date
- Employee Email Address
- Employee Mobile Number (optional)
Set Remote Section 2 Document Verification to ON or OFF, as required.
Click Create I-9.
An email notification is automatically sent to the employee to complete Section 1 remotely.
Once the New Hire completes Section 1, the I-9 Next Action status changes to Complete Section 2.
Complete and sign Section 2.

Steps to Create New Form I-9 with Employer Appoint

Select Employer Appoint.
Enter the Employee’s Start Date, Employee and Authorized Employer Representative’s email address, and click Create I-9.
(Note: You can choose to fill the Authorized Employer Representative’s details while creating Remote Form I-9 or later.)
An email will be sent to the New Hire to complete Section 1 and an email to the Authorized Employer Representative notifying them that they have been identified as the representative to handle Section 2 of this remote I-9.
Once the New Hire completes Section 1, another email will be sent to the Authorized Employer Representative to complete Section 2.
Once the Authorized Employer Representative has completed Section 2, the I-9 will update as needing to reviewed and approved by an I-9 manager.
Access the I-9, review the information submitted for Section 1 and Section 2, and Accept or Reject the I-9.

Steps to Create New Form I-9 with Employee Appoint

Select Employer Appoint.
Enter the Employee’s Start Date, Employee and Authorized Employer Representative’s Title (optional).
Click Create I-9.
An email will be sent to the New Hire to complete Section 1 and to fill the details of Authorized Employer Representative to complete Section 2.
The next step is for the New Hire to present the identity and U.S. employment authorization document(s) to an authorized employer representative who must complete Section 2 of the Form I-9.
After selecting Sign Form I-9 Electronically, the employee is directed to the next page to enter the Authorized Employer Representative information.
If the employee does not have the representative’s information available, they can select the checkbox indicating they will provide the information later and continue with the process.
After the Authorized Employer Representative completes Section 2, the I-9 record updates to the appropriate next action based on your organization’s configuration, including:
- Whether the Approve/Reject feature is enabled
- Whether the I-9 record is subject to E-Verify
If your organization uses the Approve/Reject functionality:
1. Open the I-9 record.
2. Review the information entered in Sections 1 and 2.
3. Accept or reject the Form I-9.

Note: Remote Forms I-9 cannot be amended until the form has been accepted.

Steps to Create New Form I-9 with Network Alliance

(Employee completes Section 1 remotely and an Authorized Employer Representative from Network Alliance completes Section 2)

Select Network Alliance.
Enter the following employee information:
- Employment Start Date
- Employee Email Address
Click Create I-9.
An email notification is sent to the employee to complete Section 1 remotely.
After the employee completes and electronically signs Section 1, the system automatically redirects the employee to the Network Alliance scheduling page.
On the scheduling page, the employee can search for an appointment location using the available search criteria.
The employee can select an available appointment date and time based on their availability. After the appointment is scheduled, a confirmation page appears displaying the appointment details, including:
- Date
- Time
- Location
Managers can cancel the Network Alliance remote I-9 workflow by selecting Stop Network Alliance Remote I-9 Workflow in the Form I-9 Admin Options Panel. This option is available on the Network Alliance Remote I-9 tab within the employee’s record.
After the employee attends the appointment and the Network Alliance representative completes Section 2, the I-9 record updates to the appropriate next action based on your organization’s configuration, including:
- Whether the Accept/Reject feature is enabled
- Whether the I-9 record is subject to E-Verify
If your organization uses the Accept/Reject functionality:
1. Open the I-9 record.
2. Review the information entered in Sections 1 and 2.
3. Accept or reject the Form I-9.

Note: Remote Forms I-9 cannot be amended until the form has been accepted.

Steps to Create New Form I-9 with I-9 Pro/I-9 Pro + E-Verify

I-9 Pro

Select I-9 Pro, enter the Employee’s Start Date, either the Employee Email Address or Employee Mobile Number, as required or preferred when creating the Employee Profile and click Create I-9.
An email will be sent to the new hire to complete Section 1.
Once the new hire successfully fills in all applicable fields, signs Section 1, and the Employee Document Identification and Upload (EDU) page, they will receive another email from Tracker. This email will include instructions for completing Form I-9 and scheduling a virtual appointment with a Tracker I-9 compliance expert, who will finalize Section 2 of the form.

I-9 Pro + E-Verify

Select I-9 Pro + E-Verify, enter the Employee’s Start Date, and either the Employee Email Address or Employee Mobile Number, as required or preferred when creating the Employee Profile, then click Create I-9.
An email will be sent to the new hire to complete Section 1 of the Form I-9.
Once the new hire successfully completes all required fields, signs Section 1, and completes the Employee Document Identification and Upload (EDU) page, a confirmation message will prompt them to proceed to the I-9 Pro scheduling application.
The employee will then receive instructions to schedule a virtual appointment with a Tracker I-9 compliance expert via a live interactive video meeting.
During the virtual appointment, the I-9 Pro representative will complete Section 2 of the Form I-9 and may also be responsible for initiating and administering the associated E-Verify case, as applicable.

Note: Click here to learn more about the I-9 Pro and I-9 Pro + E-Verify features.

Steps to Create New Form I-9 using the Onsite workflow

In the Create I-9 Workflows section, under Onsite, select New Form I-9.
Enter the employee’s employment start date.
Click Create I-9.
The employee must complete and electronically sign Section 1 of Form I-9.
After Section 1 is completed, the I-9 Next Action status changes to Complete Section 2.
Complete and sign Section 2.