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How to Search for an Employee

This shows how a user can search for an employee.

Goal

Use Search Options to search for employee profiles and Form I-9 records instead of accessing employees from the dashboard or reports.

Search Options

The Search Options button is available at the top of every page while logged in to Tracker I-9.
Search for existing employee.png

In the Search for Existing Employee window, users can search for employee profiles and Form I-9 records using one of the following required search criteria:

  • Last Name
  • Employee ID
  • Profile ID
  • Social Security Number
  • I-9 ID
  • E-Verify Case ID

Users can further narrow the search results using the following optional criteria:

  • First Name
  • Middle Initial
  • Worksite
  • Date of Birth

Search Results

The search results will contain information from the employee profile (Last Name, First Name, Employer, Worksite Name, and Employee Profile ID) and from the I-9 (I-9 ID, Next Action, and Created On Date)

Search results.png

Access Employee Profiles and Form I-9 Records

  • Click the employee’s Last Name or First Name to open the employee profile.
  • Click the Next Action link to open the Form I-9 record or, when the next action is Complete E-Verify, to open the E-Verify tab.

Note: If a user does not have access to E-Verify and the Form I-9 next action is Complete E-Verify, open the employee profile first by clicking the employee’s last or first name before accessing the Form I-9.

Notes

When searching by last name, select the Contains checkbox for improved search results. This is especially helpful for compound last names or names with suffixes.

Clicking Create New I-9: Existing Employee will also bring up the Search for Existing Employee window.

Existing employee.png