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Administrator Guide
Last Updated: 2023-10-20
Steps: Set Up Electronic Form I-9

Steps: Set Up Electronic Form I-9

Confirm your Form I-9 compliance requirements and processes before enabling this functionality. Workday enables you to create a legal Form I-9, but doesn’t assume responsibility for compliance.
The Workday electronic Form I-9 and optional
E-Verify
 integration streamlines employment authorization, reduces paperwork, and minimizes manual data entry. You can use the electronic Form I-9 for newly hired and rehired employees who work in the U.S.
Workday applies a version and date stamp to each official update of the Form I-9. All Workday tasks, reports, printing, and web service functions use the correct version of the Form I-9 based on the date it was created. Example: If you compare a Form I-9 created 1/1/2015 with another created on 8/2/2023, the layouts differ because an updated Form I-9 went into effect on 8/1/2023.
  1. Configure the
    Complete Form I-9
     business process in the Onboarding functional area.
  2. Configure the
    Amend Form I-9
     business process in the Onboarding functional area.
  3. Configure the
    Internal Audit Form I-9
     business process in the Onboarding functional area.
    Add the
    Initiation
     step on the
    Internal Audit Form I-9
     business process definition.
  4. Configure the
    Complete Form I-9 Section 3
     business process in the Personal Data functional area.
    Add the
    Initiation
     step on the
    Complete Form I-9 Section 3
     business process definition.
  5. Set up security policies for electronic Form I-9 domains and business processes.
You can create and complete electronic Forms I-9 to verify that your employees are eligible to work in the U.S.
  • Add the
    Form I-9 Process Status
     worklet to the
    Home
     landing page for tracking purposes.
  • From the main menu, select
    Sitemap
    Personal Data
     for a list of Form I-9 tasks and reports.