Editing Section 2 of an I-9 is easy! In just minutes, and with a few clicks, you can edit an employee's Start Date, add additional info notes, edit document numbers, or add a 'late reason' (when applicable) to your staff member's I-9. Let's take a look at how.
Please note that you can only update Section 2 of an Employee's I-9. If there are any errors in Section 1, the Form I-9 must be rejected, and the employee must correct them before Section 2 can be completed.
To begin, you'll need to navigate to your I-9 dashboard. There are two ways to do so. The easiest way is to click into the '# Form I-9's' right from your
Admin Dashboard:
The second option is to click 'Onboarding' at the top of the page, then click 'I-9 Forms' in the left-hand column. Either option will bring you to the I-9 dashboard.
Next, click the Pending Employer Section tab or the Completed tab if the I-9 Section 2 has already been submitted.
You can select one or more employees- for example, if you needed to update start dates in bulk, you could select all relevant employees from the list. Or, to make changes to one at a time, just select the desired employee by clicking the checkbox to the left of their name. Once you've checked the box(es), a button will appear that says 'Edit Section 2 for (#) selected form(s)':
After clicking 'Edit Section 2 for (#) selected form(s)', you will be taken to the page where you can make edits to Section 2. You'll see options to update First Day of Employment, add additional info notes, edit document numbers, and, if applicable, add a late reason:
Click on the Edit Additional Info button to reveal a dialogue box with a historical record of all of the actions that have been taken on an employee's I-9 Section 2 Documentation. Feel free to manually type in any additional notes as well. Click 'Edit Documentation' to edit the document number, title, or expiration date.
If a document has expired and needs to be replaced, use the Supplemental Files tab to upload the new documentation. This feature ensures compliance by maintaining a record of the expired document while allowing updates.
Note: If you need to update the actual image provided- for example, a new form of identification altogether, or a new photo of the documentation already provided, you will need to request a new submission from the staff member, and the I-9 will need to be re-countersigned.
Once done, click the blue 'Save Section 2 Updates' button to save all changes.
If rejecting the I-9 due to an incorrect document upload, ensure you add a note explaining the reason for rejection, such as requesting the correct photo or document. Notify the employee to resubmit the document with the correct image.