Where do you house your supporting I-9 documents (IDs and Supplement B) within Bold? Do you store these under talent documents with an I-9 Supporting document title?
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Where do you house your supporting I-9 documents (IDs and Supplement B) within Bold? Do you store these under talent documents with an I-9 Supporting document title?
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Hi Cindy!
Great question! Yes, storing I-9 supporting documents under Talent Documents with an I-9 Supporting document title is what we see most clients do.
A few additional recommendations to make the most of this setup:
Create a specific Talent Document Type in your Table Editor for I-9 supporting documents - this makes them easily identifiable and helps with organization and reporting.
Set expiration dates for any I-9 supporting docs that require re-verification. This is a huge time-saver! You can then take advantage of the Expiring Talent Docs Widget or use the search functionality to easily identify documents coming up for renewal.
Make these documents private to limit access within your organization, given the sensitive nature of I-9 documentation.
This approach keeps everything centralized on the talent record under the Documents tab while maintaining proper security and organization. Hope this helps!