--- title: "Waive an I-9" slug: "waive-an-i-9" description: "Waive an I-9 in R365 when the form is on file outside the system. Waived I-9s cannot be downloaded as PDFs from R365." updated: 2025-08-27T23:34:48Z published: 2025-08-27T23:34:48Z canonical: "docs.restaurant365.com/waive-an-i-9" --- > ## 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. # Waive an I-9 In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. When I-9 verification is enabled, I-9s are created for all onboarded employees associated with the enabled location. If the employee’s I-9 is on file outside of R365, the I-9 in R365 can be waived. I-9s can be waived from the [Work Eligibility page](/doc/docs/work-eligibility-page) and the [Documents tab](/doc/docs/workforce-employee-records-documents-tab) of employee records. > [!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**. 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 waive an I-9: - Labor → Work Eligibility → I-9 Form → 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). --- ## Waive an I-9 Steps If the employee’s I-9 is on file outside of R365, the I-9 in R365 can be waived. I-9s can be waived from the [Work Eligibility page](/doc/docs/work-eligibility-page) and the [Documents tab](/doc/docs/workforce-employee-records-documents-tab) of employee records. ### From the Work Eligibility Page Follow these steps to waive an I-9 that is on file outside of R365: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Work Eligibility page**](/doc/docs/work-eligibility-page)**.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UVWPE0JS.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****2)** Locate the desired I-9 by scrolling through the list or searching for the employee’s name.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DYQSIUYN.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****3)** Click the **Action menu** for the I-9.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QB9KGIT2.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****4)** Select **Waive I-9**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X9XXMS36.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****5)** Acknowledge that the I-9 is on file outside of R365.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DZFN6MRX.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****6)** Add any notes regarding the I-9. *(Optional)*** > The Notes section of the waived I-9 will contain the following text, as well as any user-entered notes: > > “The I-9 form for [Employee Name] has been reviewed and is on file outside of R365.” ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5SV54PWO.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****7)** Click **Confirm**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FRWMUJ2M.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ### From the Work Eligibility Folder of an Employee Record Documents Tab Follow these steps to waive an I-9 that is on file outside of R365: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Documents tab**](/doc/docs/employee-record-summary-tab) of the **employee’s** [**employee record**](/doc/docs/employee-record)**:**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YHB1ARL9.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****2)** Open the **Work Eligibility folder**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CI1USQFO.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****3)** Click the **Action menu** for the I-9.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4Z4I794J.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****4)** Select **Waive I-9**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MM1BY38I.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****5)** Acknowledge that the I-9 is on file outside of R365.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DZFN6MRX.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****6)** Add any notes regarding the I-9. *(Optional)*** > The Notes section of the waived I-9 will contain the following text, as well as any user-entered notes: > > “The I-9 form for [Employee Name] has been reviewed and is on file outside of R365.” ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5SV54PWO.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****7)** Click **Confirm**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FRWMUJ2M.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ### From the I-9 Document Details Page Follow these steps to waive an I-9 that is on file outside of R365: *Click steps to expand for additional information and images.* ****1)** 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 **the row** for the I-9. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XWQVE8L6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) The I-9 document details page will open. ****2)** Click on the **Action menu**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6QUPWBE8.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****3)** Select **Waive I-9**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KMRWD29I.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****4) Acknowledge** that the I-9 is on file outside of R365.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-20MJHW07.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****5)** Add any **notes** regarding the I-9. *(Optional)*** > The Notes section of the waived I-9 will contain the following text, as well as any user-entered notes: > > “The I-9 form for [Employee Name] has been reviewed and is on file outside of R365.” ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-42C4WJ5Z.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ****6)** Click **Confirm**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9XJJHTY0.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A53Z&se=2026-11-10T17%3A57%3A53Z&sr=c&sp=r&sig=ArGb0CoeO3uT3PRloZfvGUbpLMCkz%2BCDG7DJjmfWzj4%3D) ## Related - [Work Eligibility Overview](/work-eligibility-overview.md)