Set up Form I-9 document types

Important

The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

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.