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Administrator Guide
Last Updated: 2023-06-23
Concept: Manage Form I-9 Assignments

Concept: Manage Form I-9 Assignments

You can assign a Form I-9 to a worker who has an existing 1 in Workday using the:
  • Manage Form I-9 Assignment
     business process.
  • Manage Form I-9 Assignment for Worker
     task.

Manage Form I-9 Assignment Business Process

The
Manage Form I-9 Assignment
 business process enables you to determine if a worker requires an additional form. You can assign another Form I-9 as part of an Onboarding action, which includes a step for the
Complete Form I-9
 task.
To use the
Manage Form I-9 Assignment
 business process, you must:
  • Configure it on the
    Onboarding
     business process before the
    Complete Form I-9
     action.
  • Apply all of these condition rules:
    • There’s a Form I-9 already in Workday.
    • The Form I-9 has a status of
      Employment Authorized
      .
    • Onboarding is a subprocess of the
      Add Additional Job
       or
      Change Job
       business process.
    • The position for
      Add Additional Job
       or
      Change Job
       is in the United States.
You can create reasons for assigning or not assigning a Form I-9 in the
Manage Form I-9 Assignment
 section on the
Maintain Form I-9 Settings
 task.
If you use 2 or more
E-Verify
 integrations, select the
Collect advanced routing fields when Updating Form I-9 Receipts
 check box from the
Maintain Form I-9 Settings
 task.

Manage Form I-9 Assignment for Worker Task

You can use the
Manage Form I-9 Assignment for Worker
 task to assign a Form I-9 to a worker outside of the
Onboarding
 business process. To assign a Form I-9, you must add a Complete Form I-9 action to the
Manage Form I-9 Assignment
 business process.
You can create reasons to assign a Form I-9 in the
Manage Form I-9 Assignment
 section on the
Maintain Form I-9 Settings
 task. When you assign Forms I-9 with this task, Workday doesn't send them to E-Verify.
This task enables you to assign a Form I-9 to an employee, not a pre-employee.
The
Organization
prompt on the
Manage Form I-9 Assignment for Worker
 task only lists supervisory organizations. The HR partner by location must exist in the supervisory organization and not just on the location.