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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Record of External Form I-9

Steps: Set Up Record of External Form I-9

You can import critical data and attachments from Forms I-9 created outside of Workday, creating a record of external Form I-9. You can use these records to view important data, making it easier to meet compliance goals.
  1. Configure these initiating actions:
    • Complete Record of External Form I-9
       on the
      Complete Form I-9
       business process in the Onboarding functional area.
    • Complete Record of External Form I-9 Section 3
       on the
      Complete Form I-9 Section 3
       business process in the Personal Data functional area.
  2. Edit Business Processes.
    Configure these business processes:
    • Complete Form I-9
       in the Onboarding functional area.
    • Complete Form I-9 Section 3
       in the Personal Data functional area.
  3. (Optional) Access the
    Complete Record of External Form I-9
    task.
    Complete a record of external Form I-9 for an employee.
  4. (Optional) Access the
    Complete Record of External Form I-9 Section 3
     task.
    Complete a record of external Form I-9 Section 3 for an employee.