--- title: "Work Eligibility Overview" slug: "work-eligibility-overview" description: "Work Eligibility in R365 — I-9 tracking, the two-section signing workflow, waiving, restarting, and enabling I-9 verification via onboarding rules." status: "update" updated: 2026-10-22T00:44:12Z published: 2026-10-28T05:00:00Z canonical: "docs.restaurant365.com/work-eligibility-overview" --- > ## 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. # Work Eligibility Overview Work Eligibility allows employers to track and retain employee I-9s within R365. Only locations connected to R365 Payroll can participate in I-9 verification, as the verification process requires that the employee is [onboarded to payroll](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll). > [!NOTE] > Work Eligibility is a separate, independent feature from [R365 Hire (Powered by CareerPlug)](/doc/docs/r365-hire-overview). When R365 Hire Pro is active, I-9 handling is managed in CareerPlug and the native I-9 entry points described in this article are not shown. When an I-9 is created, the employee is prompted to complete their portion (Section 1) as part of onboarding in the [My Pay](/doc/docs/my-pay) section of the [R365 Mobile App](/doc/docs/r365-mobile-app-general). The I-9 process, including due dates and signature status, is monitored on the [Work Eligibility page](/doc/docs/work-eligibility-page). If the employee is unable or unwilling to complete the I-9 electronically, a manager or admin can fill in the employee's section but cannot sign on the employee’s behalf. The employee must still review and sign Section 1. Employers must ensure a signed paper form exists if completing on behalf of the employee. After the employee has completed and signed Section 1 of the I-9, the employer can review the submitted details. Section 1 becomes read-only, and employers are no longer permitted to edit any employee-entered data. The employer can then complete and sign Section 2. To make any corrections to Section 1, the form must be cleared and restarted. I-9s cannot be deleted. If the I-9 for an employee is on file outside of R365, the I-9 in R365 can be [waived](/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**. If the I-9 for an employee has been partially completed, fully completed, or waived, and needs to be cleared so that the employee can re-enter all information, the I-9 can be [cleared and restarted](/doc/docs/clear-and-restart-an-i-9). If the I-9 for the employee cannot be signed and is not on file outside of R365, the employee can be [separated](/doc/docs/workforce-employee-separations) directly from the [Work Eligibility page](/doc/docs/work-eligibility-page). Once completed, a full [PDF version](/doc/docs/download-an-i-9-pdf) of the I-9 can be viewed and downloaded from the employee’s [Work Eligibility folder](/doc/docs/work-eligibility-folder). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QAXTKL5C.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) --- ## Using I-9 Verification ### Work Eligibility Page The Work Eligibility page lists all I-9s for employees who have been onboarded to payroll after [I-9 verification was enabled](/doc/docs/edit-an-onboarding-rule). From this page, users can: - View [I-9 Employment Eligibility Verification Forms](/doc/docs/i-9-verification-record) - [Sign an I-9](/doc/docs/sign-an-i-9) - [Waive an I-9](/doc/docs/waive-an-i-9) - [Separate an Employee](/doc/docs/workforce-employee-separations) - [Change an I-9 Start Date](/doc/docs/change-an-i-9-start-date) - [Create an I-9](/doc/docs/create-an-i-9) - [Complete an I-9 On Behalf of an Employee](/doc/docs/complete-an-i-9-on-behalf-of-an-employee) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PVV0UQ9T.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) ### I-9 Employment Eligibility Verification Form The I-9 Employment Eligibility Verification form walks the user through completing the required fields for I-9 verification. The Company Signature section of the form requires the employer's first name, last name, and job title before the form can be signed. The system pre-fills these fields with the signed-in user's name. The fields are editable. From this form, users can: - [Review and sign the employer section after the employee completes and signs their portion](/doc/docs/sign-an-i-9) - [Complete and sign the preparer section if entering Section 1 on behalf of the employee](/doc/docs/complete-an-i-9-on-behalf-of-an-employee) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U7LCDYUN.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) ### Employee Record Documents Tab - Work Eligibility Folder The [Work Eligibility folder](/doc/docs/work-eligibility-folder) in the [Documents tab](/doc/docs/workforce-employee-records-documents-tab) of employee records 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. From this folder, users 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FGSKDGSS.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) --- ## Audit log The system records I-9 actions in the Audit Log under the Employee Onboarding record type. Each entry links to the employee's Documents tab. The Audit Log tracks events including creating, signing, waiving, and restarting I-9 forms, and uploading or removing supporting documents. Learn more: [Audit Log](https://docs.restaurant365.com/docs/en/event-audit-log). The I-9 Audit Log report lists I-9 activity for a selected date range. It is available in Reports under the Payroll tab when Work Eligibility is enabled and HCM Payroll is active. Learn more: [Payroll Reports](https://docs.restaurant365.com/docs/en/workforce-reports). --- ## Enabling I-9 Verification ### Onboarding Page The Onboarding page displays the [work eligibility rules](/doc/docs/onboarding-rule) for all [legal entities](/doc/docs/legal-entities). Work eligibility rules determine if I-9 verification is enabled for the locations linked to the associated legal entity. From this page, users can: - View [Work Eligibility Rules](/doc/docs/onboarding-rule) - [Enable or Disable I-9 Verification](/doc/docs/edit-an-onboarding-rule) > All legal entities for the R365 instance are listed on the Onboarding page. I-9 verification **requires** that employees are [onboarded](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll) to a legal entity with R365 Payroll enabled. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TU4LY0PQ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) ### Work Eligibility Rules A work eligibility rule contains the [I-9 verification](/doc/docs/work-eligibility-overview) settings for each location linked to a single legal entity. From here, users can: - [Enable or Disable I-9 Verification](/doc/docs/edit-an-onboarding-rule) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F9JTGI2U.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A45Z&se=2026-11-10T17%3A57%3A45Z&sr=c&sp=r&sig=2n9%2FcrgAcxKKh9jVB4a8YWsviFz1pEMM9W52TIBL6oU%3D) ## Related - [Onboarding page](/onboarding-page.md) - [Work Eligibility Page](/work-eligibility-page.md) - [Documents Tab - Work Eligibility Folder](/work-eligibility-folder.md)