> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/payroll/review-i9.md). # Review an employee's I-9 Check an employee's I-9 documents, complete and sign the employer section, and reset an I-9 that has to be redone. After an employee submits their I-9, an Owner, Super Admin or Manager checks their documents and completes the employer section on this page. It has no sidebar spot: open it from **Review I9** on the **Employees** tab of **Payroll > Setup**, from **Review I9 Documents** on the employee's panel, or from the review email. {% hint style="info" %} If RollCredits payroll is turned on for your production, you can use this page. {% endhint %} ## How an I-9 reaches you When an employee submits their I-9 (see [Complete your I-9](/payroll/get-started/i9.md)): * Once their own steps, such as signing startwork documents, are done, their status becomes **I9 Needs Review** and the **Onboarding Status** column on the **Employees** tab shows **Review I9**. See [Track employee onboarding](/payroll/setup/employee-onboarding.md). * The people in the roles chosen in **Notification recipients by role** on the **Setup Payroll** tab get an email linking here, apart from the employee. See [Set up payroll](/payroll/setup.md). * **Review I9 Documents** appears on the employee's panel (**Edit Employee** on their row), even while their status shows another step. See [Add and edit payroll employees](/payroll/setup/employees.md). Until the I-9 is reviewed, the employee's timecards can't be approved. ## Check the documents The form's heading is **Review and Verify Supporting Documents**. 1. To see which documents are acceptable, select **USCIS list of acceptable documents**. For a minor, the page also links to the **USCIS guide for completing Form I-9 for minors**. 2. In **User uploaded I9 documents**, select **View File** next to **I9 Document** or any **List A**, **List B** or **List C** document. The file opens beside the form, and the X closes it. On a phone or an upright tablet, it fills the screen. 3. Under **Reviewing Document Type(s)**, choose **List A** or **List B and C**. It starts on what the employee uploaded. 4. Check the fields in the **List A Document** card, or the **List B Document** and **List C Document** cards, against the documents in front of you, and fix any mistakes: **Document Title**, **Issuing Authority**, **Document Number**, **Expiration Date**, and **State** when the List B document is a driver's license. Every field except **Expiration Date** is required. {% hint style="warning" %} Documents must be reviewed in person by an authorized representative, even if the employee provided them electronically. Fields fill in from the employee's entries and a scan of their files, but you're responsible for checking them. {% endhint %} ## Complete the employer section 1. Under **Reviewer Information**, check or enter **First Name**, **Last Name** and **Title**. Your name comes from your account, and **Title** from an earlier I-9 you approved, if any. 2. Under **Business Information**, check **Business or Organization Name**, **Street Address**, **Apt Number (if applicable)**, **City or Town**, **State** and **ZIP Code**. They start with your company's name and address. Only the apartment number is optional. 3. Check **Employee's First Day of Employment**. It starts with the employee's earliest **Employment Start Date** on this production. 4. Select the checkbox that starts "I attest, under penalty of perjury". 5. Sign in the box below it. To start again, select **Clear Signature**. 6. Select **Confirm and Save**. **Confirm and Save** stays greyed out until the required fields, the checkbox and your signature are done. A message under the button names what's missing, and selecting it takes you there. When you save, RollCredits adds your entries, your signature and today's date to the employer section of the employee's I-9 and marks it approved. Then: * If the employee has startwork documents waiting for the production's signature, you go straight to **Sign Startwork Documents**. See [Countersign startwork documents](/payroll/countersign-startwork.md). * Otherwise you go back to the **Employees** tab. ## View a reviewed I-9 For an I-9 that's already been reviewed, the page shows **I9 Documents** instead of the form: **Review status** (**Approved by** and the reviewer's name), the **E-Verify** status with its case number once there is one, the files with **View File**, and **Reset I9**. **I9 Document** is now the completed I-9. ## E-Verify statuses RollCredits handles the employee's E-Verify case and updates its status, which shows here and in the **E-Verify Status** column on the **Employees** tab. You can't change it. For what each status means, see [Track employee onboarding](/payroll/setup/employee-onboarding.md). ## Reset an I-9 1. On a reviewed I-9, select **Reset I9**. 2. In the **Reset I9** window, select **Confirm**. To back out, select **Cancel**. {% hint style="danger" %} An employee has one I-9 for all of your company's productions. Resetting deletes all of their I-9 documents, including your completed employer section, and can't be undone. Their status goes back to **I9 Incomplete**, and they have to submit their I-9 again before they can fill out timesheets or get paid. RollCredits doesn't email them, so let them know. {% endhint %} You can also reset an I-9 from the employee's profile. See [View an employee's profile](/payroll/employee-profile.md). ## Go back, or when no I-9 is found Select **Back** at any time to return to the **Employees** tab. If the employee has no I-9 to review, for example because it was just reset, you see "No I9 found for this employee. Their I9 may have been reset and they need to re-submit. Redirecting..." and go back to the **Employees** tab after a few seconds. --- # Agent Instructions This documentation is published with GitBook. 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