CIC Plus Integration

Through integration with CIC Plus, employers can assign electronic tax withholding forms (W-4 forms) to new hires as part of the Onboarding workflow. New hires can then complete all applicable ho can then electronically complete tax withholding paperwork as part of their onboarding process. Employers are able to track tax withholding form completion, along with other onboarding tasks. This integration provides users access to the forms through a secure, self-service site.

Considerations

A future enhancement to the integration features may include the ability for employees to update existing W-4 forms.

Implementation & Configuration

The CID Plus integration requires Cornerstone Onboarding and a CIC Plus account.

This integration is available in the Edge Marketplace. Once the integration has been purchased, the functionality is not available until the integration is configured and enabled via Edge Integrations.

When configuring the integration, the following applies:

  • Provide User Refs as unique identifier for users. This helps to ensure that data syncs across Cornerstone, CIC Plus, and their other systems. If this information is not provided, then internal user IDs will be used.
  • The target Location OUs for onboarding users must have complete address data, which includes a street address, city, state, ZIP code, and country.
  • A parent form task that is assigned to the onboarding employee for the purpose of collecting the employee’s home address information must be configured prior to adding an integration task for completing W-4 forms.
  • The W-4 Form (CIC Plus) integration task must be added to Onboarding Workflows as a child task of parent form tasks.
  • A setting to collect the user's social security number and date of birth must be configured in CIC Plus.

Use Case

  1. Prior to issuing a new employee's first paycheck, an employer needs to know how much they need to withhold from an employee's paycheck for taxes. A task to complete the necessary W-4 form(s) needs to be assigned to new hires as an onboarding task.
  2. Amanda, an administrator, is configuring onboarding workflow tasks for new hire onboarding. She needs to add an integration task for W-4 forms to the onboarding tasks for the new hire. However, as a prerequisite to completing W-4 forms, Amanda needs to ensure that the employer has the most recent address information for the new hire. Amanda configures a form task as a parent task and assigns it to onboarding employees to collect their home address information. She then configures a form task as a child task and assigns it to Mark, a Human Resources (HR) representative, to collect the new hire's work location address. Finally as a child task to the two form tasks, Amanda configures an integration task for W-4 forms though integration partner CIC Plus to be assigned to onboarding employees.
  3. Vincent has just been hired and has started the onboarding process. He launches and completes a form task and fills out his home address.
  4. Mark launches and completes a form task to fill out Vincent's work address.
  5. Vincent is assigned an integration task to complete his W-4 forms. He clicks on his action item in Universal Profile to complete his W-4 forms. Through Single Sign-On (SSO), he is automatically signed into Paperless Employee, a CIC Plus Product, where he sees the W-4 forms he needs to complete. If Vincent still has more forms to complete after he submits a form, he receives a notification telling him how many pending forms he still has to complete. He can access and complete those forms through his original W-4 form action item. After Vincent completes all his pending forms, his W-4 form action items is automatically completed and removed from his list of action items.
  6. Esther, the HR Director, monitors the progress of onboarding employees. As new hires and HR representatives complete their respective tasks, she can see the completion progress for the new hire when it is updated. In the result column of the W-4 task, Esther can see how many W-4 forms are still pending for the new hire if they have not yet completed all the W-4 forms required for them.

Security

The following permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Action Items - View Grants ability to view action items on the Action Items page and in the Your Action Items widget. Users without this permission cannot access the Action Items page. This permission can be constrained by Employee Relationship, OU, User's OU, User's Self and Subordinates, and User's Self. This is an end user permission. Universal Profile
Employee Onboarding: Manage Grants ability to manage user onboarding in the Onboarding Dashboard and the Onboarding tab on the Universal Profile. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Employee Onboarding
Action Items - Employee Onboarding Grants ability to view Onboarding actions via the Universal Profile - Actions page or the Welcome/Custom page Actions widget. This permission cannot be constrained. This is an end user permission. Universal Profile
Employee Onboarding: Manage Grants ability to manage user onboarding in the Onboarding Dashboard and the Onboarding tab on the Universal Profile. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Employee Onboarding
Employee Onboarding: View Grants ability to view the Onboarding Dashboard and the Onboarding tab on the Universal Profile. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Employee Onboarding
Onboarding Workflows - Manage Grants ability to access and manage Onboarding Workflows. This permission cannot be constrained. This is an administrator permission. Employee Onboarding - Administration
Onboarding Integrations - Manage Grants administrator ability to manage Recruiting and Onboarding Integrations. This permission cannot be constrained. This is an administrator permission. Employee Onboarding - Administration
Recruiting Integrations - Manage Grants ability to access and manage the Recruiting Integrations Preferences page. This is an administrator permission. This permission cannot be constrained. Recruiting Administration