You can manage permissions for your team members from your Company Profile, by selecting your name, and choosing “Company Profile.”

Then select Administrators/Team on the left.

To see the list of different permissions available to different team members, select the blue Add Team Member button on the bottom of the page.

Administrators can also see and edit this information by selecting the edit icon next to any existing team member.

Here you can enter in a new team member and see a list of all of the default permissions that can be given to individual team members.   Individual team members can be limited to any subsets of these lists by unchecking the boxes.

By Default, all Administrators will have access to all of these functions.   By selecting these, you may configure the default permissions for all employees.  

Below we will define each of these permissions and what they mean.  Each element below can be selected with a checkbox, for each employee.

Access to Onboarding

Access to this section allows viewing and editing of information regarding the onboarding of new employees.

Manage Onboarding

Allows managing the onboarding process, including creating and editing items, entering salary data, and sending an onboarding letter.

View Employee Data

Provides ability to see individual employee data.  This includes:

• Personal Information
• Emergency Contact
• Form I-9
• Payroll Information
• Contact Information
• WOTC Screening data
• Form W-4
• Eligibility Verification Documents

I-9 Verification

Allows ability to upload I-9 verification information.

View offer letter and pay rate

Provides access to the ability to see the offer letter given to new employees, and their current rate of pay.

Onboard New Employee

Provides ability to add new employees to the system.

Terminate Employee

Provides access to be able to terminate employees from system.

E-Verify

Allows access to e-verification documentation, and ability to validate employee identifications information.

Background Check

Provides authority to perform and approve background checks of new hires.

Provide Onboarding Assistance

Ability to login as employee to be able to provide active assistance to new hires.

Access to Tax Credits (WOTC)

The Work Opportunity Tax Credit (WOTC) is a federal program that provides employers up to $9,600 in tax credits per eligible new hire.  Users with access to WOTC have ability to access information about the Work Opportunity Tax Credit.  

Individual access is available for the following activities:

Sign POA

This enables the user to sign the Power of Attorney Letter.

Submit WOTC Order

This provides access to be able to submit an application for the Work Opportunity Tax Credit.

View Open Cases

This provides the ability to view any open WOTC cases.

View Reports

Enables the employee to view a report of any earned WOTC credits, potential earned credits, and detail about the employee, target group, hours worked, wages earned, credits earned, and potential credits

View Potential Tax Credits

See any potential tax credits available for new hires.