--- title: "Complete an I-9 On Behalf of an Employee" slug: "complete-an-i-9-on-behalf-of-an-employee" description: "Complete Section 1 of an I-9 on behalf of an employee — enter info, select document types, upload images, and sign Section 2." updated: 2025-08-27T23:32:46Z published: 2025-08-27T23:32:46Z canonical: "docs.restaurant365.com/complete-an-i-9-on-behalf-of-an-employee" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Complete an I-9 On Behalf of an Employee In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. It is recommended that employees complete Section 1 of the I-9 during [onboarding](/doc/docs/r365-app-employee-onboarding) in the [My Pay](/doc/docs/r365-app-my-pay-employee-self-service) section of the R365 Mobile App. If an employee has declined to use an electronic signature or is otherwise unable to complete their portion of the I-9, a manager may fill in the employee’s section, but the employee must still sign it before the form can be completed. If the employee has already signed, changes require the form to be cleared and restarted. > [!WARNING] > To complete the I-9 Employment Eligibility Verification Form on behalf of the employee, ensure that a paper version of the signed document has been reviewed. This content is for informational purposes only.R365 is not a legal service and does not provide legal advice. These services are not intended to replace external legal counsel. --- ## Security Users must have the following permission to complete an I-9 on behalf of the employee: - Labor → Work Eligibility → I-9 Form → Edit I-9 --- ## Complete an I-9 Steps Follow these steps to complete an I-9 on behalf of the employee: *Click steps to expand for additional information and images.* ****1a)** Open the I-9 form on the [**Work Eligibility page**](/doc/docs/work-eligibility-page)**.**** 1. Locate the **desired I-9** by scrolling through the grid or searching for the employee’s name. 2. Click **Sign.** -or- Click on the **row** for the I-9. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AEKI4XXP.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) The I-9 will open. ****1b)** Open the I-9 form on the [**Summary tab**](/doc/docs/employee-record-summary-tab) of the **employee’s** [**employee record**](/doc/docs/employee-record)**:**** 1. Scroll to the **Onboarding section**. 2. Click **Complete** for I-9 Employment Eligibility Verification. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FCKJ8B3Q.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) 3. The I-9 document details on the Documents tab will open. 4. Click **Sign I-9.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YV07H7NP.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) The I-9 form will open. ****1c)** Open the I-9 form on the [**Documents tab**](/doc/docs/employee-record-summary-tab) of the **employee’s** [**employee record**](/doc/docs/employee-record)**:**** 1. Click on the **Work Eligibility folder**. 2. Click on **Action menu** for I-9 Employment Eligibility Verification. 3. Select **Sign I-9.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZ14ZI57.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) The I-9 form will open. ****2)** **Enter** **Section 1 identification** information with the details provided by the employee.** The following fields are pre-populated with the employee’s information as it appears on their employee record. Confirm that details match the I-9 form provided by the employee: - Last Name (Family Name) - First Name (Given Name) - Middle Initial - Date of Birth - U.S. Social Security Number - Employee’s Email Address The following field must be completed on the I-9 form, if applicable: - Other Last Names Used ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R5JEMLBE.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****3)** Select the **citizenship or immigration** status provided by the employee.** > This selection is required to proceed through Section 2. If no selection is made, the form cannot be completed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GTX7PSRT.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****4)** Enter the employee’s name into the **Signature of Employee** field.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-230IUPXT.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****5)** Select the document option that the employee provided. Either **List A** or **List B & List C**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SYV67S5N.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****6)** Select the document type provided.** Only documents applicable to the selected list and citizenship/immigration status can be selected. > The document type cannot be selected if the citizenship/immigration status was not completed in Section 1. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RV0GVZOU.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****7)** Enter **document detail** information.** > The document details required vary based on the document type selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-92N8F32V.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****8) Upload supporting images**.** Drag and drop files into the image boxes, or click the image box to select a file from the file manager. Depending on the document type selected, one or more images may be required. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6234BINF.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****9)** **Repeat steps 6 - 7** for all document types.** If **List A** is selected, only one document type is required. If **List B & C** is selected, one document type is required for each list. ****10)** Check the **Supplement A. Preparer and/or Translator Certification for Section 1** checkbox.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3MBQJ1VV.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****11)** Enter **your information** as the preparer.** Preparer information includes: - Last Name - First Name - Middle Initial - Address ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2JDLG40O.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****12)** Enter **your name** in the **Preparer or Translator Signature** box.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1R2TG462.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****13)** **Review** the employee-provided information and supporting documents.** Learn more about [signing I-9s here.](/doc/docs/sign-an-i-9) ****14)** If the provided information and supporting documents **pass verification**, [**sign the I-9**](/doc/docs/sign-an-i-9) by entering your name in the **Company Signature** field.** > When completing an I-9 on behalf of the employee, the I-9 form cannot be saved without the company signature. > [!WARNING] > If the I-9 form and supporting documents provided by the employee **do not pass** the verification process, request that the employee provide a new I-9 form and supporting documents with corrections made. **Do not sign the I-9 form**. > **The user signing the I-9 form attests:** I attest, under penalty of perjury, that (1) I have examined the documentation presented by the above-named employee, (2) the above-listed documentation appears to be genuine and to relate to the employee named, and (3) to the best of my knowledge, the employee is authorized to work in the United States. Learn more about [signing I-9s here.](/doc/docs/sign-an-i-9) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V8YSTYHT.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ****15)** Click **Complete** in the I-9 form header.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P901JUBG.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A58%3A37Z&se=2026-10-26T10%3A58%3A37Z&sr=c&sp=r&sig=gP%2FR%2FTveRHygtnE2Rt5XmXQtAgrJ8DK%2FYwCBibcn87c%3D) ## Related - [Work Eligibility Overview](/work-eligibility-overview.md)