The customer problem
Keep the workflow where your team already works.
Remote hires still need a compliant Section 2 process. HR teams can end up finding a local representative, explaining what to inspect, following up on documents, and hoping the completed form gets back to the right place on time.
What shipped
Clearer work, fewer handoffs.
Form I-9 with Proctored Section 2 is now an orderable P51 workflow. After the order is submitted, the new hire receives preparation instructions, uploads document photos, and books a video appointment. A PSBI verifier works from a dedicated Section 2 workspace to examine the originals on the call and complete the form as the employer's authorized representative.
- A secure onboarding link guides the employee through Section 1 and the required preparation.
- The preparation task explains what documents to bring and collects document photos before the call.
- A trained PSBI verifier uses a dedicated Section 2 workspace during the appointment.
- P51 maintains an audit trail of form changes and makes the completed Form I-9 available on the client report after certification.
Written walkthrough
What the video shows, in plain language.
The video follows a fictional new hire from an order that includes Form I-9 with Proctored Section 2. They receive a secure onboarding link, complete Section 1, then get a preparation task after the order is submitted. That task covers the documents to bring, collects photos of the documents, and opens the scheduling path. On the video appointment, a PSBI verifier checks the originals against the uploads and Section 1, then completes Section 2. After PSBI certifies the result, the client can open the completed Form I-9 from the report.
- 1Order the managed I-9 workflow
Enroll the new hire on a checklist that includes Form I-9 with Proctored Section 2.
- 2Prepare before the appointment
The employee uses a secure link to complete Section 1, upload document photos, and follow the preparation steps.
- 3Meet a real verifier
On the scheduled video appointment, the employee presents original documents and the verifier completes Section 2.
- 4Keep the completed record
After PSBI certifies the result, the completed Form I-9 is available on the client report with an audit trail behind each change.
Who this is for
This is for companies hiring remote employees, staffing firms managing distributed starts, and multi-location employers that need someone to run the Section 2 work instead of asking their team to locate and coordinate a representative.
What you'll need to get started
Before the first order, the tenant needs its scheduling configuration and verifier coverage in place. PSBI will confirm the intended workflow, coverage, and preparation experience with your team.
Questions teams ask
Release FAQ
Who completes Section 2 in this workflow?
A trained PSBI verifier completes Section 2 as the employer’s authorized representative during the video appointment.
Can a remote employee complete the process?
Yes. The employee receives a secure link for onboarding and preparation, then presents original documents to the verifier on the video appointment.
Does P51 create an E-Verify case automatically?
Yes, when E-Verify is on the order and your E-Verify account is set up with PSBI. P51 files the case from the completed Form I-9 and follows it to a result. If the I-9 is missing something E-Verify needs, the case is held for review instead of being sent.
What needs to be configured first?
The tenant needs its scheduling setup and verifier coverage configured before the first proctored I-9 order.