Workstream has partnered with WOTC so you can collect your new employee information through the New Hire Tax Credit Survey form. The data gathered will be pushed over to WOTC automatically to determine if your new hire is eligible for the tax credit.

Briefly, the Work Opportunity Tax Credit (WOTC) is a federal tax credit available to employers, rewarding them for every new hire who meets eligibility requirements. You can apply for the Work Opportunity Tax Credit (Form 8850) for a new employee, and earn possible tax credits and refunds based on employee eligibility.

To integrate WOTC into your hiring process, take the steps below.

STEP 1: From your Workstream dashboard, go to Onboarding.

STEP 2: Select Processes located at the right panel.

STEP 3: Choose Create new process.

STEP 4: Enter your process name, then Next.

STEP 5: Select WOTC as your module, then Add WOTC form.

STEP 6: Choose Set up to begin with. There are two ways to set up WOTC integration with Workstream.

a. If you already have a WOTC account, select the appropriate field, then choose Save. Login to your WOTC account to copy your access token. You can follow instructions here for details on how to create and retrieve your access token. Once done, go back to Workstream and paste the token on the field provided, then Save.

b. If you don't have a WOTC account yet, select I need to create a new account and fill in the form provided to register, then Save.

STEP 7: Select Save and go back to preview your process, then Finish. Your WOTC onboarding process status will be displayed as Ready once the integration is successfully completed.

NOTE: Once an applicant is marked as hired, the details will be automatically available on your Onboarding dashboard. From there, you can select WOTC from the processes available and the invitation to complete the New Hire Tax Credit Survey form will be sent to the new employee. Below is an example of the form to fill in. Kindly note that this is a standard form from WOTC and is currently uneditable.

Marking applicants as hired automatically

Marking applicants as hired manually

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