How to Complete Employer Portion of I-9 Onboarding Document
Once an employee completes an I-9 in BerniePortal, the employee’s documents must be reviewed and approved by an admin in order for them to be completely onboarded.
Incomplete I-9 documents can be accessed three ways in BerniePortal:
- Via the "To Do" list on the Home Screen.
- Via an employee’s “I-9 Badge.”
- Via an employee’s onboarding area in their profile.
To review and approve an employee’s I-9:
- Select the “Employees” tab in the top navigation menu.
- Locate the employee’s name and select the “I-9 Badge” beside their name.
- You can also select the employee’s name, select “Onboarding” in the employee's profile menu, then “Current Documents.”
- The employee’s I-9 will be listed in the “Incomplete (Employer Information Needed)” status.
- Hover over the action wheel for the I-9 and select "Complete."
- Select “Download PDF” to access the employee’s I-9 form and supporting documentation.
- Complete the required fields, then select “Submit & Send.”
- The employee’s I-9 will now be listed in the “Complete” status, their “I-9 Badge” will disappear, and the employee will no longer be listed in the “I-9 Certifications” area of the “To Do” list.
Check out this article on how to access and approve an employee’s I-9 directly from the Home Screen.
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