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Integrating into your onboarding process
Integrating into your onboarding process

Send your eligible new hire information to easily with the help of Wokstream's onboarding feature

Janina avatar
Written by Janina
Updated over a week ago

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

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 into your hiring process, watch the video or take the steps below.

STEP 1: From your Workstream dashboard, go to Company > Integrations > WOTC > Connect account.

STEP 2: Choose from any of the two ways to set up WOTC integration with Workstream.

a. If you don't have a account yet, select Create new account then Next. Fill in the Account Information details and specify your company's primary EIN under Tax Entity Information. All the listed tax entities to your Workstream account will be registered to your new account. Review the information, then Confirm.

b. If you already have a account, select Connect existing account then Next. Log in to your account to copy your access token. Once done, go back to Workstream and paste the token on the field provided, then Submit.

STEP 3: Review the tax entities that will be eligible to use for WOTC. Please specify which tax entity should be used for the particular WOTC onboarding. Confirm.

NOTE: Checking the boxes and clicking "Confirm" will sync Tax Entity information between Workstream and Unchecking a box will disassociate a Tax Entity from and will not be eligible to initiate the WOTC process in Onboarding unless resynced.

  • Troubleshooting: If you already created the Tax Entities on and they did not show up, please reach out to your Partner Alliance manager to generate a new token, unlink account on Workstream, and Restart the process from Step 1.

STEP 4: A confirmation to inform you that the account is successfully connected will pop up on your screen.

Add WOTC to your onboarding process

Follow the steps below to add the module to your onboarding process.

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

STEP 2: Select Processes located on the right panel.

STEP 3: Choose Create new process.

NOTE: If you want to add it to an existing process, simply select a process, then choose Add module. Proceed to step 5 of this article.

STEP 4: Enter your process name, then Continue.

STEP 5: Under Financial forms, select WOTC as your module. Choose Continue, then Save.

STEP 6: You can choose to review the Basic Information module or select Skip this task. For more information on this module, click here. If you are done reviewing, select Continue, then Save.

Below is an example of the form that the employee will fill in. Kindly note that this is a standard form from WOTC and is currently uneditable.

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