Adobe Form I-9 Preparer/Translator Functionality

Adobe Form I-9 functionality when used with a Preparer/Translator submits an individual email to the entered Preparer/Translator to attest that they have assisted in the completion of Section 1 of the Form I-9 Employment Eligibility Verification.

Key Takeaways:

• How the Form I-9 Preparer/Translator function operates.
• What the HCM User/Recruiter perspective looks like.
• The Visual Representation of the Talent & Preparer/Translator experience.

Related Article:

• Revised I-9 Summary & Configuration – BOLD (Adobe Sign)

Setup

If you have a configured Adobe Form I-9, users will experience the following behavior if the Talent opts to use a Preparer/Translator.
 
This functionality is associated with the I-9 with Preparer template that is linked to a template that is an I9 Template Type:

Talent Experience 

When the Talent goes into the portal and opens the I-9 task, they are asked to enter a Preparer/Translator email if they are being assisted.

Talent Task

1.  Preparer/Translator Email Address Entry
   
   
2. After adding an email address for the Preparer/Translator and clicking Continue, the system will utilize the template linked as the Preparer/Translator form and insert the Preparer’s email address as Participant 2 in the sequence of signers.
   
   
3. The Talent is redirected to the Adobe site to complete and sign Section 1:
   
   
   
   
4. The Talent will sign and complete Section 1 of the Form I-9 via Adobe.
   After the Talent portion is complete, they are redirected back to the Talent Portal and will see the following message:
   
   
   
   
5. The Preparer/Translator will receive an email:
   - The Subject Line will have the name of the I-9 template and the name of the Talent
   - The Body will provide a link to sign Supplement A (BOLD Login Not Required)
   
   Note - Current functionality only supports the ability for one Preparer/Translator entry
   
   Email
   
   
   Preparer/Translator Section
   
   
   
6. When Supplement A is completed, the Preparer/Translator is redirected to a success message:
   
   

HCM User/Recruiter Perspective:

After sending to the Talent and the Talent signing, the HCM User awaits the Preparer/Translator's completion. While awaiting the Preparer/Translator, the HCM User will see a dropdown with the following options:

• Edit preparer’s email address
• Resend email to preparer

If the Preparer/Translator’s email address needs to be updated, or if they need the signing email resent, a dropdown will display with the following options:

• Edit the preparer’s email address
  - This option will allow the Recruiter to edit the Preparer Email and trigger a new email to be sent out for signature. The Talent will NOT need to re-complete Section 1.

• Resend email to preparer
  - This option allows the Recruiter to resend the signing email to the email address that the Talent designated

Task Status Key:

• Sent:
  
  • Awaiting Talent signature
  • Awaiting Preparer/Translator’s signature
    
    • When this is the next required signature, the notes beneath the Task will contain the verbiage: 
      “Awaiting Preparer/Translator completion
      [Preparer/Translator’s email address]”
      
      
• Action Required:
  • Awaiting HCM User/Recruiter signature

• • • Awaiting HCM User/Recruiter signature
      
      • NOTE: This is an additional OPTIONAL workflow step possibly with ANY Adobe task, not just the I-9 form. This step collects 0 signatures and is not logged on the Adobe audit log, but it allows a user to prevent the task from going to a Complete status without someone marking it as Approved manually. (The other option is to Reject, which will put the task in a Rejected status without updating any other data on the Talent record.)

• Completed:
  • All parties have signed and the document has been sealed. A PDF copy has been generated in the Talent’s Documents section and the Talent record has been updated with information from Section 1 of the Form I-9.