Complete Employer Portion of I-9 - Knowledge Base | BerniePortal

How to Complete Employer Portion of I-9 Onboarding Document

Once an employee submits their I-9 in BerniePortal, you're just one step away from completing their onboarding journey. A quick administrator review and approval of their documents will finalize the entire process.

To access: 
  1. Incomplete I-9 documents can be accessed three ways in BerniePortal-
    1. Via the "To Do" list on the Home Screen 

    3. Via an employee’s “I-9 Badge” in the Employee List

    5. Via an employee’s onboarding area in their Employee Profile



Via the “To Do” list:
  1. Check out this article for detailed instructions on how to access and approve an employee’s I-9 directly from the To-Do list

Via an employees “I-9 Badge”:
  1. Select the “Employees” tab in the top navigation menu
  2. Locate the employee and click their "I-9 Badge"

  4. This will redirect the Administrator to the employee’s onboarding area within their Employee Profile- Find further instructions below

Via an employees onboarding area: 
  1. Select the “Employees” tab in the top navigation menu
  2. Select the employee’s name, then select “Onboarding” in the employee's profile menu, then “Current Documents”
  3. Locate the I-9 listed under "Incomplete (Employer Information Needed)"
  4. Hover over the action wheel for the I-9 and select "Complete."

  6. Select "Download PDF" to review the employee's form and supporting documentation
  7. Fill in the required employer fields and click "Submit & Send"
  8. The I-9 will move to "Complete" status, the employee's I-9 badge will disappear, and they'll be removed from your "To Do" list

Note: When employees complete their I-9, they must select their documentation type-
  1. List A: One form of ID (e.g., passport, driver's license with I-94)
  2. Lists B & C: One ID from List B AND one from List C
If wrong fields appear when you're completing the employer section, it means the employee selected the incorrect documentation list. Simply submit an "Edit Request" to prompt the employee to update and resubmit their form!

Didn't find what you were looking for? Send us a ticket.



    • Related Articles

    • Onboarding Document Library

      Your one-stop document hub! The Document Library houses all standard and custom onboarding documents for your organization, giving you complete control over your onboarding workflow. To access: Log in to BerniePortal as the employer or an Onboarding ...

    • Document Generator - Map a Document

      Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Map a Document” feature allows you to upload existing documents, map questions and employee information to the document, and upon ...

    • Document Generator - Create a New Document

      Transform your onboarding experience! Custom onboarding documents let you create a streamlined, personalized process that collects exactly the information you need from new employees while reflecting your organization's unique brand and requirements. ...

    • Onboarding Document Categories

      Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...

    • Onboarding- Assign Documents

      The Assign Documents tool in the Onboarding tab's Documents section enables employers to efficiently distribute standard onboarding documents to multiple employees at once through the Administrative Portal! To access: Log in to BerniePortal as the ...