--- title: "Documents Tab - Work Eligibility Folder" slug: "work-eligibility-folder" description: "Work Eligibility folder on the Employee Documents tab — stores I-9 forms and work authorization documents with completion status." updated: 2025-08-26T19:48:19Z published: 2025-08-26T19:48:19Z canonical: "docs.restaurant365.com/work-eligibility-folder" --- > ## 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. # Documents Tab - Work Eligibility Folder In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. The Work Eligibility folder contains the employee’s I-9 Employment Eligibility Verification form. When an employee is onboarded to payroll and I-9 verification is enabled for their work location, the Work Eligibility folder is added to the Documents tab of their employee record. The employee will have a Work Eligibility folder for each legal entity that they are onboarded to where one or more of the associated locations have [I-9 verification enabled](/doc/docs/edit-an-onboarding-rule). From this folder, user can: - [View the employee’s I-9](/doc/docs/i-9-verification-record) - [Sign the employee’s I-9](/doc/docs/sign-an-i-9) - [Waive the employee’s I-9](/doc/docs/waive-an-i-9) - [Complete an I-9 on behalf of the employee](/doc/docs/complete-an-i-9-on-behalf-of-an-employee) - [Clear and Restart the employee’s I-9](/doc/docs/clear-and-restart-an-i-9) - [Download the employee’s I-9](/doc/docs/download-an-i-9-pdf) - Upload additional files > The Work Eligibility folder is locked, and cannot be renamed, moved, or deleted. --- ## Security **The following permissions are related to the Work Eligibility folder:** - Labor - Work Eligibility - I-9 Form - View I-9s - Edit I-9s - Complete Company Signature These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation 1. Navigate to the [**Documents tab**](/doc/docs/workforce-employee-records-documents-tab) of the employee’s employee record. 2. Select the **Work Eligibility folder**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WCST8PZL.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D) --- ## Work Eligibility Folder Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TEY4QP4W.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Company Menu | Indicates which [legal entity](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings) I-9s are currently displayed for. Click to open the drop-down menu of all legal entities available. | | **2** | Navigation Menu | Lists the current folder being viewed and the path to that folder. Click a folder name to navigate to it. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c8874a3e-8abc-483a-a31b-82d141ef453d.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D) | | **3** | New File | Click to select a file for upload. > While files can be added to the Work Eligibility folder, they will have no impact on the employee’s I-9. Images of supporting documents should be uploaded directly to the I-9 form. Learn more about [completing I-9s on behalf of the employee](/doc/docs/complete-an-i-9-on-behalf-of-an-employee). Files can also be uploaded by dragging and dropping onto the list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b32abbbb-a20c-4a1b-a5e7-0e3cadef6337.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D) | | **4** | Action Menu | All folder-level actions are disabled in the Work Eligibility folder. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NPSNHYRR.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D) | | **5** | Search | Filters the Documents grid for the entered text. | | **6** | Smart Grid Controls | Users can perform the following actions: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5cc951e3-bb71-4e50-9882-a68970532d37.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D)- Filter column information. ![Columns](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9a5b2d1b-f33c-4e9f-9f86-05765672e028.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A16Z&se=2026-11-14T07%3A06%3A16Z&sr=c&sp=r&sig=%2FPtA5v1%2BQ7ByLobN%2FISOrvfNCnmBQNwb5bDytikAY3E%3D)- Rearrange table columns. Learn more about [working with Smart Grids here](/doc/docs/working-with-smart-grids). | | **7** | File | Details for the I-9: **Name** - Name and icon for the I-9. **Created On** - Date I-9 created. **Created By** - User who created the file or folder. **Status** - Status of the I-9. - **Incomplete** - Company signature is not complete. - **Complete** - Company signature is complete. Click the row to open the [file](/doc/docs/employee-document-details). | | **8** | File/Folder Menu | Contains the following options for files: - **Sign I-9** - Opens the I-9 for [employer review and signature](/doc/docs/sign-an-i-9). - **Download** - Click to [download the PDF version](/doc/docs/download-an-i-9-pdf) of the I-9. - > This option is disabled when the employee portion of the I-9 is incomplete. - **Waive I-9** - [Waives the I-9](/doc/docs/waive-an-i-9). - > [!WARNING] > Since federal law requires a physical or electronic copy of the employee’s I-9 form to be on file, users who waive the I-9 in R365 **must acknowledge** that the form **has been reviewed and is stored outside of R365**. - **Clear and Restart** - Marks the current version of the I-9 as canceled and [restarts the I-9 process](/doc/docs/clear-and-restart-an-i-9) with a blank I-9. | A database entry that contains detailed info about an employee, including personal details and employment history. An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed. Access rights granted to users or user roles that dictate what actions they can perform within the system. Restaurant365 ## Related - [Work Eligibility Overview](/work-eligibility-overview.md)