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How to complete Remote Section 1 and 2 Via Mobile

Goal

This guide outlines how to complete section 1 & 2 and its remote workflow via Mobile by following the steps below.

Note: Tracker supports five remote workflows. This guide demonstrates one workflow, Employer Appoint, as an example using the mobile application.

Procedure

Follow the steps below to complete the remote Form I-9 process:

Create I-9 Workflow

  1. I-9 Manager creates the I-9 case:
    1. Open the Create I-9 page in Tracker.
    2. Select Remote as the workflow type.
    3. Select Employer Appoint.
  2. Enter the following employee information:
    • Employment Start Date (MM/DD/YYYY)
    • Employee Email Address
    • Employee Mobile Number
  3. Employer Representative Information  
    Choose when to provide representative details:
    • Select Provide Now to enter representative details during I-9 creation.
    • Select Provide Later to add the information later in the process.

If Provide Now is selected, enter:

  • First Name (optional)
  • Last Name (optional)
  • Title (optional)
  • Preferred Communication (Email or SMS)
  • Email Address (required)
  • Mobile Number (required if SMS is selected)
  1. Select Create I-9 to continue.
  2. Select Back to make changes.
1. Remote.jpg 2.Employer Appoint Details_1.jpg 2.Employer Appoint Details_2.jpg 2.Employer Appoint Details_3.jpg

Email Confirmation for Section 1

  • After creating the I-9, a confirmation message appears indicating that the Remote Access Form I-9 email(s) has been sent.
  • Select OK to continue.
  • The employee receives an email requesting completion of Section 1 of Form I-9.
  • Open the email and select the link provided to complete the Section 1.
3. Form I-9 Email Sent.jpg Section 1 email notification.jpg

The following steps outline how the employee completes Section 1 and the authorized employer representative completes Section 2.

Employee - Complete Section 1

  1. Review the due date displayed under Progression, then select I Understand to continue.
    Enter the requested employee information, including:
    • First Name (required)
    • Middle Initial (required)
    • Last Name (required)
    • Other Last Names (if any)
    • Social Security Number (required)
    • Date of Birth (MM/DD/YYYY, required)
  2. Select Continue.
  3. Enter employee address and contact information, including:
    • Address(Street Number and Name)
    • Apt. Number(if any), 
    • City or Town
    • State
    • ZIP Code
    • Employee's Telephone Number, if applicable
    • Email Address, if applicable
  4. Select Continue.
  5. Select the following appropriate employment status:
    • A citizen of the United States
    • A noncitizen national of the United States
    • A lawful permanent resident
    • A noncitizen authorized to work
  6. Select Continue.

Employment eligibility verification.jpg 5. Enter Details.jpg 7. Emp Address and Contact Info.jpg 7. Emp Address and Contact Info_2.jpg 8. Emp Employment Status.jpg

Provide an Electronic Signature
  1. Enter the legal name as the electronic signature.
  2. Select I agree to confirm the information entered in Section 1.
  3. Indicate whether a preparer or translator assisted in completing Section 1.
  4. Select Sign Form I-9 Electronically.
  5. Once signed, Section 1 cannot be edited.

9. Provide an Electronic signature.jpg 9. Provide an Electronic signature_1.jpg 9. Provide an Electronic signature_3.jpg

Section 1 Completed
  • After signing, a notification appears confirming submission of Section 1.
  • Select Yes to confirm.
Electronic Signature.jpg 
Form I-9 Section 1 Complete - Next Steps

The Next Steps page provides instructions for presenting original documents to the Authorized Employer Representative.

Form I-9 Section 1 Complete - Next Steps.jpg Form I-9 Section 1 Complete - Next Steps_1.jpg

Complete Section 2

Email Notification

After section 1 is signed and submitted, The Employer or the Authorized Employer Representative will receive an email requesting completion of Section 2 to verify the employee's eligibility and have the option to Accept or Decline the request. 

 

 Section 2 Email Notification.jpg

Authorized Representative Instructions

The Authorized Employer Representative will receive instructions to agree to act as the Authorized Employer Representative of the Employer and will be prompted to fill out basic information about the employer and the employee and to accept to begin completing section 2.

Selects Accept & Begin Completing Section 2 or Decline & Send Notification to Employer.

Auth Rep Instructions.jpg Auth Rep Instructions_1.jpg Auth Rep Instructions_2.jpg

Section 2 Instructions

After accepting the request, the Authorized Employer Representative reviews the verification notification and selects the employment verification documents.

Click I Understand to continue.

Section 2 Instructions.jpg

Review Section 1 Employee Information

  1. Review the Section 1 information, including:
    • Name
    • Social Security Number
    • Date of Birth
    • Citizenship Status
  2. Select Continue.

Employment Verification Documents

  1. Select the employment verification documents from
    • List A or
    • List B & C.
  2. Select Continue to upload the documents.
  3. After uploading the documents, enter the required document information, including:
    • Issuing Authority
    • Document Number
    • Expiration Date
  4. Ensure the information matches the original document presented.
  5. If required, enter additional details in the Additional Information field.
  6. Select Continue.

Review Sec1 Emp Info.jpg List A doc selected.jpg Capture Documents.jpg

Doc uploaded.jpg Doc details.jpg Doc Details_1.jpg

Employer Electronic Verification

After completing the document information, the Authorized Employer Representative completes the employer electronic verification for Section 2.

This step acknowledges that federal law provides penalties for false statements or the use of false documents when completing Form I-9.

 Capture Doc Image_4.jpg Capture Doc Image_5.jpg
Confirm Section 2 Signature

A confirmation message appears. Review the information carefully.

  • Select Yes to complete the electronic signature.
  • Select No to return and review the form before signing.

After the signature is completed, the Form I-9 process is finished.

 

Confirmation Section 2.jpg Section 2 Completed.jpg

Employee -  Authorized Representative Designation

After completing Section 1 under the Employee Appoint remote workflow, the Employee is presented with the Authorized Representative Designation page. Review the instructions and select I Understand to continue.

Auth Rep Instruction.jpg  Auth Rep Instruction_1.jpg Auth Rep Instruction_2.jpg

The Employee enters the following Authorized Representative contact information:

  • First Name
  • Last Name
  • Preferred Communication
  • Email Address
  • Mobile Number(optional).

Select the checkbox if employer details are not available at this time and will be provided within three business days.

Enter the required information and select Continue to submit.

 Auth Rep Contact Info.jpg Auth Rep Contact Info_1.jpg

 

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