To add the Form I-9 module to your onboarding process, follow these steps:

STEP 1: From your Workstream dashboard, go to Onboarding.

STEP 2: On the left panel, select Processes.

STEP 3: Choose Create new process or select an existing process to edit.

STEP 4: Enter your Process Name, then Next.

STEP 5: Under Add new module, Select Form I-9 as your module type.

STEP 6: Choose Add Form I-9.

STEP 7: Under Preview module, ensure that Step 1: Employee completes Section 1 is ticked.

STEP 8: Under Add required employer information, select Set up.

STEP 9: Select Who should complete Section 2 of Form I-9? from the list of the users on the drop-down list, then Save.

STEP 10: The Step 2 section should now be marked as completed.

STEP 11: Choose Save and go back.

Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at

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