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Assign Missing I-9 Tasks

Assign coordinators tasks when hire approvals lack I-9 completion evidence

Use this Agent instantly or customize it - no programming needed

Request missing evidence for I-9 forms
Reads
  • hire approval submission
    hire approval submission

    Your submitted hire form names the hire and coordinator. Its link points back to the packet.

  • completion evidence
    completion evidence

    Your form shows the answer or upload your team provided as evidence for I-9 forms.

  • correction task settings
    correction task settings

    You choose the task destination and due date. You also supply secure handling instructions.

Form builder
Form builder

Your form builder sends hire approvals and lets the Agent read their evidence for I-9 forms.

Form builder
Is an upload unreadable or its completion uncertain?YesNo
Ask an authorized reviewer to assess the evidence.
Writes
  • evidence review request
    evidence review request

    An authorized reviewer receives a request to assess an unreadable upload or unclear completion.

Does the form already contain evidence for I-9 forms?YesNo
Stop without assigning a correction task.
Assign a correction task to the coordinator or chosen people operations lead.
Writes
  • correction task
    correction task

    Your coordinator gets a task naming the missing evidence for I-9 forms, its due date, and the hire form link.

Task manager
Task manager

Your coordinator gets a correction task in your task manager, with a due date and hire form link.

Task manager

This Agent starts when your hire approval form arrives. It checks the I-9 evidence field you chose. If evidence is missing, it assigns the coordinator a task.

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Made for your industry

Assign Missing I-9 Tasks is made for businesses in these industries.

Made for your role

Assign Missing I-9 Tasks is made for people in these roles.

Made for your department

Assign Missing I-9 Tasks is made for people in these departments.

How Assign Missing I-9 Tasks works

3 steps, in order, on every run.

  1. Read the hire packetRead the submitted form and identify its hire ID and onboarding coordinator. Find the answer or upload in your chosen I-9 evidence field.
  2. Check for missing evidenceCheck your required I-9 evidence field for an answer or upload. Skip the correction task when the field is complete.
  3. Assign a correction taskCreate a task naming the missing evidence and linking to the hire form. Assign it to the coordinator or your chosen people operations lead.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Forms, Airtable or Jotform.

17 tools
Set your rules
  • Choose the hire approval form and map its hire ID, onboarding coordinator, I-9 evidence field, and submission link.
  • Choose the task list, task due-date rule, and wording that tells staff to use the approved secure location for the form.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Assign Missing I-9 Tasks:

What do I need to set up?

You choose the hire approval form, task list, due date rule, and secure handling instructions. Map the hire ID, coordinator, evidence field, and form link.

What happens when the I-9 evidence field is complete?

Your coordinator gets no correction task for that submission. Your authorized staff handle any I-9 compliance review.

What if the form has no coordinator?

You choose a people operations lead during setup. That lead gets the correction task if the form names no coordinator.

What if an upload looks unreadable?

Your authorized reviewer assesses unreadable or uncertain uploads. They decide whether the evidence meets your requirements.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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