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Change a Document's Status with the Switch To Menu
6.4. Change a Document's Status with the Switch To Menu
Switch To Menu
The Switch To menu allows you to move a document to a different status. This is a powerful option that must be used with care.
Documents have 4 statuses:
- Ready for Initial Company Review indicates that the Employer needs to fill out part of the form before the Employee sees it.
- Ready for Employee Review indicates that the form is on the Employee's portal so he or she can fill it out and sign it.
- Ready for Company Review indicates that information and/or a signature needs to be added to the form by the Employer.
- Completed indicates that no more updates are needed.
If you are not sure if the document status should be changed, contact your EOS provider for assistance first.
- You should be especially careful about changing the status of the I-9.
- Do not change the status if the form should be replaced. Assign a new copy of the form to the Employee instead.
Show me (runtime 5:10)
Tell me
- Go to the Document Detail screen.
- Click on the Switch To menu and select the appropriate status.
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