I-9 Verification Using Flows
Enable I-9 verification in Developer Portal
From the Developer Portal, check the flows partner config Allow employer to choose whether an employee should complete an I-9 during self-onboarding to enable the I-9 feature in Flows. See the Customize Flows guide for more details.
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2. Create an employee and invite them to self-onboard
- Create an employee and invite them to self-onboard, this can be done via the
company_onboarding
flow oradd_employees
flow.
curl --location 'https://api.gusto-demo.com/v1/companies/{{company_uuid}}/flows' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{access_token}}' \
--data '{
"flow_type": "company_onboarding"
}'
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- On the Documents page in the onboarding flow, check the box to include Form I-9.
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If employer does not select self-onboarding, then the I-9 option will not be available.
The employer can also uncheck the "Employment eligibility (Form I-9)" option, in which case the employee can self-onboard without providing authorization status information.
- Invite the employee to self-onboard.
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3. Employee completes self-onboarding process
- Generate an
employee_self_management
flow for the new employee.
curl --location 'https://api.gusto-demo.com/v1/companies/{{company_uuid}}/flows' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{access_token}}' \
--data '{
"flow_type": "employee_self_management",
"entity_type": "Employee",
"entity_uuid": "{{employee_uuid}}"
}'
- The employee should enter their authorization status on the Personal details page.
- Additional details may be required, depending on which authorization status is chosen.
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- Continue through the flow, filling out all required info to successfully onboard the employee
- You can return to the Personal Details page and edit authorization status information.
After the I-9 form is signed, you cannot edit the authorization status information.
- On the Documents page, sign the Form I-9
- When signing the Form I-9, add preparers/translators as needed. Up to 4 can be added.
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- Finish self-onboarding for the employee
4. Employer verifies employee information
- Verify the employee has completed self-onboarding. Go back into the
company_onboarding
oradd_employees
flow to verify the employee. - Continue through the steps until you have successfully finished onboarding the employee.
5. Employer adds evidence documents via the I-9 verification flow
- Generate an
i9_verification
flow for the employee. Ensure this is done after the employee has fully onboarded and signed the Form I-9.
curl --location 'https://api.gusto-demo.com/v1/companies/{{company_uuid}}/flows' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{access_token}}' \
--data '{
"flow_type": "i9_verification",
"entity_type": "Employee",
"entity_uuid": "{{employee_uuid}}"
}'
- Select I-9 verification document types
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- Fill out verification document details for selected document types
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- Sign the Form I-9 as the employer
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- If successful, you will see the Finish page where you can download the completed Form I-9 for the employee
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We do not support I-9 re-verification or going through the I-9 process again after deleting the form through the API/flows.
Updated about 1 month ago