Simplifi-9 Process

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The purpose of this article is to outline the changes in the I-9 process for your organization and to provide you with shareable resources for training purposes.

Previous Process in ClearCompany
- Using ClearCompany’s I-9 Online Fillable Form

New Process in ClearCompany
- Using Simplifi-9s embedded I-9 and E-Verify

  1. New Hire Packet is launched

  2. New Hire Fills access packet to find I-9 form online

  3. New Hire Fills out Section 1 of the I-9 in the ClearCompany onboarding packet.

  4. Approver fills out Section 2 in ClearCompany

  5. Approver verifies employment documents provided

  6. E-Verify is initiated manually, outside of ClearCompany

  7. E-Verify is completed manually, outside of ClearCompany.
  • Completed PDF of employee’s I-9 are available for download in ClearCompany: Tools>Onboarding>Completed Forms
  1. New Hire Packet is launched.

  2. When New Hire clicks on the “I-9” task, they will see Section 1 of Simplifi-9’s I-9 displayed in their packet.

  3. The New Hire fills out Section 1 of the Simplifi-9 I-9, clicking through all required steps of the I-9.

  4. The Employer Completes Section 2 of the I-9 in their Simplifi-9 account, which can be accessed through “My Apps,” and going to the “Section 2 Pending” icon in the Simplifi-9 dashboard.
    1. Section 2 includes file uploads of List A/List B and C employment documents.
  5. When complete, an E-Verify case is automatically triggered and submitted to the Federal Government.
    1. Any E-Verify cases requiring action can be addressed in the Simplifi-9 dashboard.
  6. When E-Verify case is completed, it will be visible under “E-Verify Completed” icon in the Simplifi-9 dashboard.
  • Completed I-9s will be stored in the Simplifi-9 system, not in ClearCompany.
  • Simplifi-9 I-9s can also be initiated by clicking on “Add Employee” in Simplifi-9, which will trigger an email notification with a link to complete section 1 of the I-9.
  • Simplifi-9 allows for remote completion of Section 2 with their Name Your Own Completer feature.

 

Quick Reference

  • Setup of I-9 in Onboarding Packet  Tutorial 
  • Packet and Form Initialization Tutorial 
  • HIREtech Navigation Tutorial 
    • I-9 Verification, Documentation Review, Identity Verification, and Results.

Equifax:

Simplifi-9 resources

ClearCompany Help Center: 

Overview



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