The revised I-9 released to AERO & BOLD clients requires specific configuration to ensure proper completion by employee & employer. The BOLD configuration is as follows:
- Log into the platform and follow this path: myDashboard > Account & Settings Icon > Utilities:
- From the Utilities page, navigate to Talent Onboarding Tasks and open it:
- Use the drop-down arrow for E-Signature Templates to expand template library & scroll down to “Form I-9 (Rev. 10/21/2019)”. Click it to open the template properties:
- Configure the revised Form I-9 settings by changing the Template Type to “I-9” & the I-9 with Preparer Template to “Form I-9 with Preparer (Rev. 10/21/2019)”. Assign Group Level Permissions and click Save.
- Click the On/Off switch to turn the completed doc on.