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Administrator Guide
Last Updated: 2023-06-23
Example: Set Up Complete Form I-9 Business Process for Remote Hire

Example: Set Up Complete Form I-9 Business Process for Remote Hire

This example illustrates 1 way to configure the
Complete Form I-9
 business process when you use the
E-Verify
 integration and want a single business process for your in-person and remote employees.
Your company is located in Chicago and supports both in-person employees and remote employees. You don't want to create multiple
Complete Form I-9
 business processes for each group of employees. Your company also uses the
E-Verify
 integration, so you want to ensure that Workday routes the employees' Form I-9 to E-Verify properly.
You decide that in order to distinguish between your in-person and remote employees, you'll create condition rules based on location. You also decide to add condition rules to determine if a Form I-9 requires an
E-Verify Data Verification
.
Security: These domains in the System functional area:
  • Business Process Administration
  • Manage: Business Process Definitions
  1. From the related actions menu of the
    Complete Form I-9
     business process, select
    Business Process
    Edit
    .
  2. Enter today's date in the
    Effective Date
     field and click
    OK
    .
  3. Enter these steps in the
    Business Process Steps
     grid:
    Order
    Type
    Specify
    Group
    a
    Initiation
    b
    Action
    Review Form I-9
    HR Partner
    b
    Shared Participation
    Manage Remote Form I-9
    HR Partner
    b
    Action
    Review Form I-9
    HR Partner
    c
    Service
    E-Verify Initial or Reverification
    d
    Action
    E-Verify Duplicate Case Check
    HR Partner
    e
    Service
    E-Verify Close Duplicate and Create New Case
    f
    Action
    E-Verify Photo Match
    HR Partner
    g
    Service
    E-Verify Confirm Photo
    h
    Service
    Create New I-9 Event for E-Verify Reverification
  4. Click
    OK
    .
  5. As a related action off of the first
    Review Form I-9
     action step, select
    Business Process
    Create Condition Rule
    .
    Enter these values:
    Description
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    In-Person Location
    Location - Proposed
    in the selection list
    Value specified in this filter
    Chicago
  6. Click
    OK
    .
  7. Create a condition rule for the
    Manage Remote Form I-9
     step.
    1. From the related actions menu of the
      Complete Form I-9
       business process, select
      Business Process
      Edit
      .
    2. Enter today's date in the
      Effective Date
       field and click
      OK
      .
    3. Click
      OK
      .
    4. As a related action off of the
      Manage Remote Form I-9
       shared participation step, select
      Business Process
      Create Condition Rule
      .
    5. Enter these values:
      Description
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      Remote Location
      Location - Proposed
      not in the selection list
      Value specified in this filter
      Chicago
      E-Verify Event Created by
      is empty
    6. Click
      OK
      .
  8. Create a condition rule for the second
    Review Form I-9
     step.
    1. From the related actions menu of the
      Complete Form I-9
       business process, select
      Business Process
      Edit
      .
    2. Enter today's date in the
      Effective Date
       field and click
      OK
      .
    3. Click
      OK
      .
    4. As a related action off of the
      Review Form I-9
       action step associated with the
      Manage Remote Form I-9
       step, select
      Business Process
      Create Condition Rule
      .
    5. Enter these values:
      Description
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      Remote Location Confirmation
      Location - Proposed
      not in the selection list
      Value specified in this filter
      Chicago
      E-Verify Event Created by
      is not empty
    6. Click
      OK
      .