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Administrator Guide
Last Updated: 2026-04-03
Steps: Set Up Electronic Form I-9 for Remote Hire

Steps: Set Up Electronic Form I-9 for Remote Hire

You can configure Workday so that remote employees can create an electronic Form I-9 to verify U.S. employment eligibility. You can enable remote hires to designate an external authorized representative to complete Section 2 of the Form I-9, streamlining the remote hiring process.
Workday enables you to create a Form I-9, but doesn’t assume responsibility for compliance.
  1. Edit Domain Security Policies.
    Configure security for the
    Self-Service: Remote Form I-9
     domain in the Onboarding functional area. Workday recommends that you grant the Employee as Self security group View and Modify permissions.
  2. Configure the
    Complete Form I-9
     business process security policy in the Onboarding functional area.
  3. Edit Business Processes.
    Configure the
    Complete Form I-9
     business process in the Onboarding functional area.
    1. Add the
      Manage Remote Form I-9
       shared participation step.
      When you have multiple
      Manage Remote Form I-9
       or
      Review Form I-9
       steps, you must set the last step as the completion step.
  4. Activate Pending Security Policy Changes.
  5. Configure these sections:
    • Authorized Representative Relationships for Remote Employees
    • Remote Form I-9 Attestation Text
    • Remote Form I-9 Attachment Instructions
    • Remote Form I-9 Email Notification Text
    • Remote Form I-9 Section 2 Business Name and Address
  6. Access the
    Edit Tenant Setup - Notifications
     task.
    On the
    HCM
     tab in the
    Notification Delivery Settings
     section, access the
    Remote Form I-9 Authorized Representative Notification
     notification type.
    Select the
    Override Parent Notification Type Settings
     check box.
    Create a notification routing rule that uses:
    • Email
       as the notification channel.
    • Immediately
       as the default frequency.
  7. Select the
    Remote Form I-9 Authorized Representative Email Template Behaviour
     option.
  8. In the
    By Functional Area
     prompt, select
    Onboarding → Remote Form I-9.
    Consider the criteria that you want for these fields:
    • Authorized Representative Government ID
    • External Site Link
    • Section 2 Attachments