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Reporting on EAD / TPS

How do I create a report to view all of my employees authorized to work with an EAD card?

Updated over 3 weeks ago

As updates to Employment Authorization Document (EAD) and Temporary Protected Status (TPS) policies continue to evolve, it can be difficult to know what actions are required, and for whom. At WorkBright, we’re here to make compliance easier. We help you identify affected employees and offer tools and services that simplify the process, reduce manual effort, and ensure you stay compliant with confidence.

In this article, we will go over:

Who, What, Why?

Who is this for?

This is for you if you are a company that hires staff with an Employment Authorization Document (EAD) or a Temporary Protected Status (TPS).

What do you need to do?

First things first, you want to make sure you are informed about the status of your team. Knowledge is power, and we want to help you identify the staff that you have that may be affected so you can make the best decisions for you and your team. See our report build below.

What action you will need to take is ultimately up to you and your company. In the last section of this article, we will go over some paths you can take with the information from the report.

Why do you need to do this?

You will need to take action on this to make sure that you can stay compliant with the many changes that are happening with the Employment Authorization Document (EAD) and Temporary Protected Status (TPS).

How to build the initial report

To build this report, you will first click on “Reports” in your navigation bar.

On the Reports Screen, you will click on “New Report”.

Once you have opened your new report, you will start to populate the output data you will need.

Go to Output Data on the side bar. And click on the drop-down menu in “Add a Field”

You are going to select “Form Fields” from the drop-down.

This will open up a section titled “1. Select a form” that will have a drop-down to select which form you will be pulling information from.

Click open the dropdown and select “Form I-9”

Once Form I-9 is selected, you will open up a new section, “2. Select a form field”.

Note: the drop-down may have already been preset to Form I-9, but you will need to select it from the drop-down to open step 2.

Click open the dropdown for “2. Select a form field” from this dropdown that you will want to select and add to your filter:

  • Citizen Designation (Form I-9)

  • Supporting Document 1 - Document Title (Form I-9)

  • Supporting Document 1 - Expiration Date (Form I-9)

You will need to add each option one at a time. Once you have selected an option, it will be automatically added to the Output Data.

Once you have added all of the I-9 Data points, you can add in any additional fields that you might find helpful. We recommend adding “Start Date”.

You can find this by opening the “Add a Field” dropdown and adding “Staff Profile Fields”.

A section labeled “Select a staff member field” will appear.

From this dropdown, you will select “Start Date”.

Once all of the fields have been selected, you will see them populated in a section labeled “Selected fields”.

If you have fields added in error, you can click the x in the far right of that field to remove it from the list.

We recommend for this report to rearrange the fields to change the order and visibility of your output data to the order you see below.

To rearrange the fields, you click and drag the field to the spot you want. The other fields will move around the field you are moving in.

7 and 8 are not required fields, but are recommended.

Now that you have completed our Output Data, let’s move to the Filters. You need to add a Filter for “Documentation: Document Title (Form I-9)”

To add this, you click on “Add filter.”

A new drop-down will appear labeled “Select a Field.” Click to open the dropdown. There will be two options to find “Documentation: Document Title (Form I-9)”

Option 1:

Search for title “Documentation: Document Title (Form I-9)” select the option and it will populate in your filters.

Option 2:

From the dropdown menu, select Forms, then select Form I-9.

From Form I-9, you will scroll down until you find “Documentation: Document Title (Form I-9)” and select the option, and it will be added to the filter.

Once “Documentation: Document Title (Form I-9)” has been added to the Filters, you will go to the next dropdown to the left.

Click open the dropdown and update the selection by clicking Contains.

It will look like this.

In the final section to the far left, you will need to type in type in “Employment Auth”

Once you have filled in this row of filter options, it should look like this.

Once you have filled out all these sections, your report will look like this.

Now that this has all been updated, you may click on “Run Report”.

Your results should look something like this.

Now that you have finished creating your report, don’t forget to save and name it. Click “Save” in the top right corner to do this.

Now that you have the report built out and can see the staff that may be affected, let's add them to a group specifically for these staff members so you can more easily manage them as needed.

Creating a Group

You can create a group by going to “Settings” in your navigation bar.

Click on “Groups” on the left-hand bar.

From this page, click on “New Group”.

This will open a window where you can name this new staff group. We suggest something simple that you will remember, and that is specific to the group you want. In our example, we used the name “EAD / TPS”; use this or something similar for yours.

Once you click “Submit” to create this new group, you will see it populated on your Staff Group page.

Now that you have the group made, you can go back to the report you just created.

Run the report again. Once our results populate, you can take the steps to add all these staff to our new group.

First, let's select all the staff by using the dropdown to the left of your first column, in this case our WorkBright ID.

From that dropdown, select "All".

This will highlight all the staff and allow you to use the “Bulk Actions” feature.

Click “Bulk Actions” to open the dropdown window and select “Add Staff to Group”.

A pop-up window will appear for you to select your group. Click on the dropdown labeled “Select a group” and select the name of the group you just created, in our case “EAD / TPS”, then click “Add to group” to add the selected staff to your group.

Once this is done, these staff will be added to the group, and you can navigate these staff to take action in the ways that fit your needs.

In this article, we will go over different paths of action you can take on your own or with assistance from the WorkBright team.

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