Click Boarding I-9 processing and Section completion guidance
The I-9 module is Click Boarding's most critical feature.
The I-9 module is Click Boarding's most critical feature. It guides new hires through Section 1 of the I-9 form with field-by-field validation, error prevention, and document list guidance. HR administrators receive guided assistance for Section 2, including document verification workflows and retention tracking.
The platform tracks I-9 timing compliance — ensuring Section 1 is completed by the first day of employment and Section 2 within three business days. Automatic reminders and escalations prevent timing violations that create audit exposure.
Section 1 guided completion for new hires
New hires complete Section 1 through an interface that validates each field in real time, prevents common errors like missing or mismatched data, and provides contextual help for questions employees commonly struggle with — such as which documents satisfy List A, List B, and List C requirements.
Section 2 and 3 processing for HR administrators
HR administrators receive guided workflows for completing Section 2 (document verification) and Section 3 (re-verification and rehires). The platform tracks document expiration dates and automatically triggers re-verification workflows before documents lapse.
Click Boarding E-Verify integration and case management
The E-Verify module submits cases directly to the E-Verify system, tracks case status in real time, and manages the full resolution workflow for tentative non-confirmations and further action cases.
The E-Verify module submits cases directly to the E-Verify system, tracks case status in real time, and manages the full resolution workflow for tentative non-confirmations and further action cases. The integration eliminates the need for HR staff to manually log into the E-Verify government portal.
Case management includes timeline tracking, deadline alerts, employee notification workflows for tentative non-confirmations, and documentation storage for resolved cases. The audit trail is complete and accessible for compliance reviews.
Tentative non-confirmation management
When an E-Verify case returns a tentative non-confirmation, Click Boarding automates the employee notification process with the required Further Action Notice, tracks the employee's response and action deadline, and manages the case through resolution. This workflow is complex when handled manually and is a common source of compliance errors.
Case timeline tracking and deadline alerts
The platform monitors E-Verify case timelines and sends alerts when deadlines approach for case actions, employee responses, or final case closures. This prevents the missed deadlines that result in E-Verify non-compliance.
Click Boarding multi-state tax form automation and distribution
The tax form engine identifies required federal, state, and local tax forms for each new hire based on work location data.
The tax form engine identifies required federal, state, and local tax forms for each new hire based on work location data. Forms are distributed electronically, completed with guided assistance, and stored in the compliance record. The form library is maintained by Click Boarding with updates as state and local requirements change.
For companies with employees across multiple states, the tax form automation eliminates the manual process of researching which forms are required for each jurisdiction. This is particularly valuable for companies expanding into new states or with remote workforces spread across many jurisdictions.
Automatic form identification by work location
When a new hire's work location is entered or pulled from the ATS, Click Boarding automatically determines which federal, state, and local tax forms are required. The employee receives only the relevant forms, eliminating confusion and ensuring jurisdictional compliance.
Form library maintenance and updates
Click Boarding maintains the tax form library with current versions of all federal, state, and local tax forms. When jurisdictions update their forms — which happens frequently — Click Boarding updates the library so HR teams always distribute the correct version.
Click Boarding onboarding workflows and task management
Beyond compliance, Click Boarding provides general onboarding workflow capabilities including task assignments, document collection, policy acknowledgments, training assignments, and welcome content.
Beyond compliance, Click Boarding provides general onboarding workflow capabilities including task assignments, document collection, policy acknowledgments, training assignments, and welcome content. Workflows are configurable by role, department, and location, with task assignments to HR, managers, IT, and other stakeholders.
The workflow engine handles both the compliance requirements and the general onboarding tasks in a unified interface, which means new hires experience a single onboarding process rather than switching between compliance and general onboarding tools.
Policy and handbook acknowledgments
The platform distributes company policies, employee handbooks, and other documents that require electronic acknowledgment. Signature capture and completion tracking provide an audit trail for policy acceptance.
Role-based task assignment and tracking
Onboarding tasks can be assigned to different stakeholders based on the new hire's role and department. IT receives equipment provisioning tasks, managers receive one-on-one scheduling prompts, and HR tracks completion across all stakeholders.
Click Boarding compliance dashboard and audit reporting
The compliance dashboard provides a centralized view of I-9 status, E-Verify cases, tax form completion, document storage, and outstanding compliance items across the organization.
The compliance dashboard provides a centralized view of I-9 status, E-Verify cases, tax form completion, document storage, and outstanding compliance items across the organization. The dashboard supports filtering by location, department, compliance type, and status.
Reporting capabilities include I-9 audit reports, E-Verify case summaries, re-verification tracking, and compliance completion rates. Reports can be exported for regulatory submissions and internal audit documentation.
I-9 audit preparation reports
The platform generates audit-ready I-9 reports that can be filtered by date range, location, and status. When an ICE audit notice arrives, HR teams can produce the required documentation within minutes rather than spending days manually assembling paper and electronic records.
Compliance risk alerts and escalation
The dashboard highlights compliance risks — overdue I-9s, approaching re-verification deadlines, unresolved E-Verify cases — with color-coded alerts and escalation notifications. This proactive alerting prevents compliance gaps from becoming audit findings.
Click Boarding ATS and HRIS integrations
Click Boarding integrates with major ATS platforms to trigger onboarding and compliance workflows automatically when candidates accept offers.
Click Boarding integrates with major ATS platforms to trigger onboarding and compliance workflows automatically when candidates accept offers. New hire data flows from the ATS into Click Boarding, pre-populating I-9 fields, tax form selections, and onboarding tasks.
HRIS integrations sync completed onboarding data — including compliance records, document acknowledgments, and employee information — back to the system of record. This bidirectional data flow eliminates duplicate data entry and ensures compliance records are accessible from both platforms.
ATS trigger automation
When a candidate's status changes to 'offer accepted' in the ATS, Click Boarding automatically creates the new hire's onboarding profile and triggers the compliance and onboarding workflows. Supported ATS platforms include iCIMS, Greenhouse, Lever, Workday Recruiting, and others.
HRIS data sync and record completion
Completed compliance records, tax forms, and onboarding data sync from Click Boarding to the HRIS to create a unified employee record. This integration ensures that the HRIS contains the compliance documentation without requiring manual file transfers.
