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Through the use of the GlobalForms 10 option with Business Essentials, you can easily add a workflow that drives this process through a completely digital series of actions. The Federal I-9 form that most employers will immediately recognize has been already been digitally transformed for you so it can be easily loaded into your GlobalForms instance. The accompanying workflow that enforces the process of information collection and filing it into your Business Essentials repository. To see a demonstration of the form, you can find it in the GlobalForms Forms Gallery located here.
Form Use
The process logic for completing the I-9 form and providing the supporting documentation is built into the GlobalForms web form itself. The form appears in the familiar Federal I-9 layout with text fillable fields that the employee can quickly completes. It also includes an e-Sign compliant digital signature so that the employee can legally attest to the accuracy of the information they are providing. Once the employee has completed the form, the hiring manager then attaches all supporting photo identification to to completed form through a simple browse function or drag and drop process. Once the hiring manager provides the back up documentation, they simply savesthe form and the process is complete.
The Capture Process
By saving the document, the hiring manager has triggered a workflow that transforms the web form into a text based PDF format and saves it into the Human Resources archive in Business Essentials. The employee information collected in the form is used to automatically "file" the document so that it can be easily found in a future records search. This entire process is a simple linear workflow but because it has already been designed and tested, it requires virtually no effort to deploy.