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Home → Employee Onboarding → Employees → Preparing to Re-Onboard Employees

5.10. Preparing to Re-Onboard Employees

Introduction

Filling out an I-9 properly on paper can be difficult, so EOS's re-onboarding process is designed to help you bring your existing I-9's into compliance. EOS will also monitor your uploaded I-9's and alert you when an employee is due for re-verification.  

There are a number of things you need to do before you start the re-onboarding process in EOS. This article will help you to get ready to re-onboard your employees.

 

Preparation Steps 

1. Compile a list of the employees to be re-onboarded in EOS.
   1. If an employee does not yet exist in EOS, you will create an employee record for them during the re-onboarding process. You will need the following information:
      1. First and last names
      2. Start date (first day of work)
      3. Email address, if applicable
      4. Work location
      5. Tax state
   2. You can also enter additional information, such as Organization Level, Supervisor, etc., but that information is not required.
2. Gather the I-9 forms that you currently have on file for these employees, along with any copies you made of their identification documents.
3. Audit each of the I-9 forms for completeness and accuracy. 
   1. If only minor corrections are necessary to bring a form into compliance, you can follow the proper procedures and make corrections to the original paper copy of the I-9 before scanning it. Please refer to the I-9 Central web site for information about correcting I-9's: https://www.uscis.gov/i-9-central/complete-correct-form-i-9/correcting-form-i-9. 
   2. If corrections are to be made in EOS, make a note about whether Section 1, Section 2 or both sections need to be corrected.
   3. Contact your EOS representative if you would like information about hiring someone to provide Form I-9 audit and correction services or guidance.
4. Scan each employee's I-9 form along with the copies of their identification document(s).
   1. Save the scan(s) into a single file per employee.
   2. The file can be an image file, PDF or Word document, whichever is most convenient for you.
5. Decide if you want your employees to complete any other documents as part of the re-onboarding process.
   1. The I-9 is the only form that will automatically be assigned to re-onboarded employees.
   2. As you process each employee, EOS will present you with a list of the standard onboarding forms (Employee Data Sheet, W-4, state withholding forms, etc). You can select any that you want to that employee to complete as part of their re-onboarding activity.
   3. If you want to assign custom forms and/or policies to your employees, use the targeting feature for the appropriate form or policy.

 

Related Topic 

Re-onboarding Employees

 

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