I-9 Management - I-9 HQ
TWN / HQ / UC
Compliance Center
Quality Assurance
Universal Guidelines
100

What do you do if a user has 2 profiles with the same SSN.

Create a CAA ticket.

100

UC - If you are unable to find an ER under the ER code provided, or you do not have an ER code, how else can you search within UC.

Click on Self Service and search all ER codes. 
100

You get a call from a client stating they are receiving this error on an EE’s I-9 “The I-9 cannot be signed now: The rest of the packet needs to be completed first.” Do you: 

  1. Create a case and level up. 

  2. Tell the ER you do not know what that means 

  3. Reach out to the “All Chat” to request a CC Analyst for assistance removing the error while you are on the phone, wait 2 minutes and if no response then level the case up to the WFM queue

Bonus question: Can you tell me how to categorize these cases? 

Reach out to the “All Chat” to request a CC Analyst for assistance removing the error while you are on the phone, wait 2 minutes and if no response then level the case up to the WFM queue




100

What are the 3 main things that need to be verbally stated / provided on your call with an ER?

Proper opening, Proper Closing, Providing Case Number

100

What does ABC mean?

Always be calling 

200
True or False: You can use an HR Admin as a Primary contact for the HQ Portal


True

200

If an ER asks for user access and they have both Legacy and TWN HQ how do you know where to set them up under? 

Ask the requester! They will specify for you. It could be one or the other or both. 

200

How do you determine if an EE has completed section 1 of their I-9.

Log into Production CC site, search EE, click on the document tab and see if they have a check mark on each section of the packet. If they are missing a check mark that means that portion of the packet was no complete. 


200

How long do you have to put someone on hold?

2 Minutes and 45 seconds. 

200

If you need to get out of an available status for any reason, who should you notify?

Universal chat including the reason and case number.

300

What could cause a User to not be able to create a UserID? (Multiple answers possible. Please answer as many as you can) 

Acceptable answers:

There are no roles / locations assigned to the users profile 

There is no profile created for the user

Two or more profiles with the same SSN.



300

What information do you need to add a user in Legacy TWN?

AND 

What information do you need to add a user in HQ?

Legacy - First name, Last Name, Email, Phone number and last 4 of their SSN.

HQ - First name, Last name, Phone number, Job title, User roles and locations

300

True or False:

You must wait for the screen to fully populate the list of locations before saving changes.  

True

300

Who should be added to ALL closing emails to ER. 

Reply all to add the original requester and all who was originally added and one of the Authorized Contacts either a Primary/Secondary or if there is no Primary/Secondary you will add an AM 

300

What does SLA stand for?

Service Level Agreement.

This counts for completing cases before the deadline. 

400

How do you synchronize an EV Case within HQ?

Click the 3 vertical dots on the top right of I-9 page and select "Sync EV case" 

400

If you cannot locate an ER with their last name and last 4 of their SSN what are your next steps? 

Call the Requester or Requested user and confirm they are on payroll, have they been on the payroll for 2 pay cycles, are they a contractor. 


If they are a contractor or not on payroll under the specific ER code you will need to level up for a pseudo SSN to be created. 


If they have not been on payroll for 2 pay cycles they will need to wait until then.  

400

If a New Hire should happen to call or email about login issues how do you proceed?

WSS Analysts should direct the employee to attempt to utilize the Forgot UserID or Forgot Password options available on the website.  

If they cannot get in using those options, New Hire users should be referred back to their HR Department.  

400
What is the maximum amount of "Dead Air" can you have while speaking to a caller?

20 Seconds.

400

What is the maximum amount of time you should be in a Wrap up status?

You should not exceed 3 minutes. 

500

What do you do when an ER is receiving a “Oops an error has occurred” error in People HQ.


Reach out to All chat for an I-9 Analyst, wait 2 minutes and if no response you will need to place case in WFM queue to be assigned to an I-9 analyst. This will be a Jira case.

500

How do you add a new user in UC?

You don't! Please send the correct redirect email to the requester.  

500

How can you find the unique website URL established for the client?

by clicking Employment Center field on the right side of CC AM 

500

What tools can you use to prevent spelling / grammar errors?

Following Jeffs tips for using Gemini


(Email was sent Fri, May 23, 2:03 PM) If you need this email please let us know. 

500

How far in advance do you need to request PTO - AND if approved what is your next steps? 

3 business days. Make sure your request is put into Aspect first, If approved send to Workday this also needs management approval. If your request was approved by both, you will need to create a OOO calendar invite for the team.

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