Equifax Portal Quick Reference Guide

 

Steps

Where do I view my Equifax account Employer information?

Click on Settings > Account Settings > Click on the General tab

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Where do I view my Equifax account primary contact information?

Click on Settings > Account Settings > Click on the Contacts tab > Contact with type "Primary"

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Where can I view my remote service provider subscriptions?

Click on Settings > Account Settings > Click on the Form I-9 & E-Verify tab > Enable Remote Form I-9 fields

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Where do I access my Equifax account administrative users?

Click on Settings > Account Settings > Click on the User Access tab > User with role "Administrator"

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Where do I view my Equifax E-Verify Accounts?

Click on Settings > Account Settings > Click on the Form I-9 & E-Verify tab > E-Verify Client Information section

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Where do I view my Equifax MOU Signers?

Click on Settings > Account Settings > Click on the Contacts tab > Contact with type "MOU"

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Where do I access my location setup?

Click on Settings > Account Settings > Click on the Locations tab

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How do I find a talent?

Click on Employee > Search > Enter search parameter values (or leave empty) > Click Search

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Could also utilize the dashboard to find the talent.

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How do I amend Section 1 or Section 2 of a talent's I-9?

Search for the employee record (See "How do I find a talent?")

Click "View Employee Record" E4.png

Click Amend > Select either Section 1 or Section 2

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How do I download a talent's I-9?

Search for the employee record (See "How do I find a talent?")

Click "View Employee Record" E4.png

Click "Download" for the I-9 in the Forms section

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How do I purge a talent's I-9?

Search for the employee record (See "How do I find a talent?")

Click "View Employee Record" E4.png

Click "Purge Form I-9" in the Forms sections

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How do I update the talent's location?

Search for the employee record (See "How do I find a talent?")

Click "View Employee Record" E4.png

Click Actions > Update Termination Date

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Update Termination Date > Click Save

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How do I update the talent's termination date?

Search for the employee record (See "How do I find a talent?")

Click "View Employee Record" E4.png

Click Actions > Update Termination Date

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Update the Termination Date > Click Save

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How do I take action on a talent's E-Verify case?

Search for the employee record (See "How do I find a talent?") > Click Manage E-Verify Case

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