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WG I-9 Check List

Laura Vergara

Created on October 7, 2025

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Transcript

WG update checklist

locate the wg queue

Organize or sort the list

Apply filters

Organize the list to begin working with candidates.

Select your filtering criteria. See only relevant information.

Access the WG team tracker in TASS.

+ info

+ info

+ info

track appointment information

Navigate on the pop-up

Click to open pop-up

Track follow-up appointments to complete the candidate’s I-9 form.

Review all tab sections and update as needed.

Open the pop-up to view and update candidate statuses.

+ info

+ info

+ info

Click the top left menu to reveal the modules

Click on 'Classes' > then 'White glove Queue'

Go back to checklist!

Click on the filter icon

The white glove queue will not show you any candidates, until you have used filters to define your search.

select filters and then click on search

Filters example: some frequently used filters

Go back to checklist!
Go back to checklist!

Sort candidates by any column

Click on the blue text values to open the pop-up for the candidate in that row.

Employee details tab: Foundations information (trainer, class start time, room link) and candidate information such as req ID, hire type, program.

How to update?Click on the field and select the correct option from the drop down. Or leave notes if applicable. Hover your mouse over each field to know more.

Use the respective drop down, to mark it as a 'YES', if this is the option that we matched to Day 1 photo.

System status will show you if the new hire attended to foundations day 1 and day 2, or if their successfactors status is active or terminated

Not editable section

Hover your mouse over each field to know more

follow-up appointment tracking

This section must be used to indicate whether a 'Bookings' session is required to complete the candidate's I-9 form.

Recommended filters to start

If you're starting to navigate the candidate list, you can use filters to view candidates assigned to you on specific dates. Then, is when we recommend you to use additional filters to refine the list further or classify candidates by specific statuses.

Organize your candidate's list

Similar to an Excel spreadsheet, you can organize the list according to your preferences. This allows you to sort candidates alphabetically or display all candidates with a specific status at the top for easy access.