Check for I-9 Documents Uploaded
This procedure must be performed using the web-based version of Paylocity and is not available from the mobile app.
Purpose
During onboarding, new hires and rehires complete Section 1 of the I-9 in Paylocity before their first day, which includes uploading photos of the physical documents they will present in person for employment eligibility verification.
Checking this ahead of time helps avoid delays and ensures the employee can begin work 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
- Log in at access.paylocity.com
- Navigate to the Onboarding workspace.
- Select the Event for the onboarding employee in the Event column.
- 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.
- Select Start I-9 to open the I-9 Verification Wizard.
- Use the Previous Step and Continue buttons to navigate the sections.
- Navigate to the Employment Docs section of the I-9 Verification Wizard.
- 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. In this scenario, the documents will be uploaded on day one