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Check for I-9 Documents Uploaded

Purpose

During onboarding in Paylocity, new hires and rehires complete Section 1 of the Form I-9 before their first day. This includes uploading photos of the acceptable documents they will present in person for employment eligibility verification.

Checking this ahead of time helps prevent delays and mistakes and ensures the employee can begin employment as scheduled.

When to Use This

Follow these steps before the scheduled start date to verify that the onboarding employee has completed Section 1 of the Form I-9, uploaded their supporting documents, and that the documents are acceptable.

Steps

This procedure must be performed using the web-based version of Paylocity and is not available from the mobile app.

  1. Log in at access.paylocity.com
  2. Navigate to the Onboarding workspace.
  3. Select the Event for the onboarding employee in the Event column.
  4. Select the Eligibility Verification task. The task must have a status of In Review to continue:
    • In Review indicates the onboarding employee has completed Section 1.
    • In Progress or Incomplete indicates the onboarding employee has not completed Section 1.
  5. Select Start I-9 to open the I-9 Verification Wizard.
    • Use the Previous Step and Continue buttons to navigate the sections.
  6. Navigate to the Employment Docs section.
    • Onboarding employees can skip the Employment Docs section by selecting the I am unable or prefer not to upload documents checkbox when completing their portion of the task. This DOES NOT replace the legal requirement of presenting these documents. Instead, the documents must be presented and uploaded on day one during the STC/LTC portion of onboarding.
  7. Navigate to the Employee Information section.
    • This section displays the Personal Info entered by the employee and allows you to view enlarged copies of their document uploads.
  8. Review their Personal Info and compare it to their supporting documents to ensure accuracy.
  9. Ensure their document uploads are valid & acceptable.
  10. If necessary, follow the Reject Information procedure for any invalid documents or mismatches in Personal Information.
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