Workstream has partnered with a third-party service, WOTC.com (a TC Services USA company) to make this process easier for you.
Through Workstream, you can automatically collect the required new hire information for the WOTC program. We send this form to WOTC.com on your behalf, and they help you process, track, and get your credits.
In this article, you’ll learn how to set up the WOTC.com (a TC Services USA company) integration and add it to your onboarding process.
⚠️ Before connecting to WOTC.com, you need to set up your tax information first.
When you start onboarding an employee, they will have to fill the WOTC standard form. This form is not customizable.
Connect to WOTC.com
📌 You need the "Create and edit integrations" permission to add and manage integrations. If you need access to this setting, reach out to your Super Admin.
Switch to admin view.
Go to Integrations.
Select WOTC.com, then select Connect account.
Select a sign-in option:
Create a new account: Fill in the required details to create a new account
Connect an existing account: Get your access token to connect your account
Select My Company, then Manage Integrations.
On the 3rd Party Integrations tab, select Create Lifetime Access Token.
Select Show Access Token, then copy your Personal Access Token.
Go back to Workstream and paste the token on the field provided.
Select Next.
Select which tax entity you want to use for WOTC, then select Confirm.
Marking the boxes and selecting Confirm connects tax information between Workstream and WOTC.com. If you uncheck, it disconnects, and you can't start WOTC.com in Onboarding unless you reconnect.
📌 If you made tax entities on WOTC.com but don't see them, reach out to your Partner Alliance manager to get a new access token. Disconnect your WOTC.com account from Workstream, and try to connect again.
Add a new location for WOTC.com
If you want to add a new location for WOTC.com, here's how.
Go to admin view, then select Integrations.
Select WOTC.com, then select Add or Remove Tax Entities.
All tax entities created on Workstream and on WOTC.com will show up. Check the tax entity you want to use for WOTC.com.
Select Save.
Add WOTC.com to onboarding
📌 You need the "Edit onboarding processes and onboarding documents" permission to add and edit onboarding processes. If you don't have access to this setting, reach out to your Super Admin.
On Workstream’s admin view, go to Onboarding.
Select Onboarding Processes.
Edit the onboarding process you want to add the WOTC.com module to, or create a new onboarding process.
For an easier WOTC claim process, make sure to set the SSN and Address fields as 'Required' in the Basic Information module. This helps smoothly send the required details to WOTC.com.
From Financial forms, select WOTC by WOTC.com.
Select Continue, then Save.
Add WOTC pre-qualification questions to your application form
Workstream lets you include a set of 6 pre-determined WOTC pre-qualification questions for applicants to answer. This helps you figure out if the applicant might meet the pre-qualification criteria.
📌 You need the "Create and edit hiring process templates" permission to set this up. If you need access to this setting, reach out to your Super Admin.
Switch to admin view, then go to Hiring Processes.
Select the three-dot menu ••• next to the hiring process you want to edit, then Edit.
Find the form stage, then select ⨁ Add question.
From the Type dropdown menu, select WOTC pre-questionnaire, then Add.
When an applicant is qualified for WOTC, it will appear on their profile.