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title description author ms.author ms.topic ms.date ms.custom ms.reviewer audience ms.search.region ms.search.validFrom ms.search.form ms.dyn365.ops.version
Set up Form I-9 document types
Access a procedure that shows how to view and set up document types that are used for I-9 verification, including a step-by-step process.
ShielaSogge
shielas
how-to
01/10/2022
twheeloc
Application User
USA
2016-06-30
AX 7.0.0

Set up Form I-9 document types

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This procedure shows how to view and set up document types that are used for I-9 verification. Before you set up I-9 document types, you must also set up the issuing agencies and identification types. The demo data company used to create this procedure is USMF, which includes examples of the issue agencies and identification types that are needed to complete the procedure.

  1. Go to Human resources > Workers > I-9 > I-9 document types.

  2. Select New.

  3. In the I-9 document type field, enter a value. For example, enter School ID.

  4. Select the identification type. For example, select School ID.

    Examples of identification types include a Social Security number (SSN), visa number, passport ID, and driver's license.

  5. Select the I-9 document list that is used for the document type.

    As part of the I-9 process, employees must present documentation that shows the employer their identity and employment authorization. The US Citizenship and Immigration Services website contains information about which documents are acceptable, and which list they belong to.

  6. In the Form field, enter the official form number for the document type. For example, enter School ID.

    The official form numbers can be found on the US Citizenship and Immigration Services website.

  7. Select or clear the Active checkbox.

  8. In the Expire field, set the date to 2019-10-27 (October 27, 2019).

    The expiration date is optional.

  9. Select the agency that issued the document type. For example, select Province/territory.

  10. Select Save.

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