First Advantage Work Opportunity Tax Credit Integration - Overview

The First Advantage (FADV) Work Opportunity Tax Credit (WOTC) integration provides an additional integration option for assigning Work Opportunity Tax Credit surveys. This integration enables organizations to identify applicants that may qualify for Work Opportunity Tax Credit program tax credits by assigning First Advantage's Work Opportunity Tax Credit surveys from within the Applicant Tracking System (ATS).

Integration Guide

Select this link to download the First Advantage Work Opportunity Tax Credit Integration Guide.

Use Cases

  • James is Acme Company's administrator and has been tasked with enabling the Work Opportunity Tax Credit integration between Cornerstone and First Advantage. This will allow Acme to include the Work Opportunity Tax Credit survey in their application process and enable First Advantage to manage the submission process.
  • James goes to the Edge Marketplace to purchase and activate the First Advantage Work Opportunity Tax Credit integration.
  • From the Edge Integrate page, James enters Acme's Company ID, which is provided by their First Advantage project team.
  • Acme's Cornerstone portal now has an active Work Opportunity Tax Credit integration between Cornerstone and First Advantage.
  • Allan is the Recruiting administrator for Acme.
  • With the integration enabled, Allan is tasked with including a Work Opportunity Tax Credit survey in all of Acme's Customer Support requisitions.
  • Allan creates a new custom application workflow template that includes a Work Opportunity Tax Credit action step, ensuring that First Advantage Work Opportunity Tax Credit is added as a custom integration.
  • Allan configures all Customer Support requisitions to include the custom application workflow template, which includes a Work Opportunity Tax Credit action step.
  • Applicants applying to the Customer Support requisition are now prompted to complete a First Advantage Work Opportunity Tax Credit survey as part of their application process.
  • Lisa, a hiring manager at Acme, is looking to add two new members to her Customer Support team.
  • To help reduce the company's income tax liability, Lisa would like to consider hiring a Work Opportunity Tax Credit eligible candidate.
  • Lisa goes to the Manage Applicants page for the Customer Support requisition and identifies four potential candidates to assign a Work Opportunity Tax Credit survey to, making sure that all candidates' statuses are assigned to the custom status First Advantage Work Opportunity Tax Credit.
  • While the same candidates are selected, Maria selects the Assign Integration Assessment option from the Actions drop-down. She proceeds with the assignment and clicks Submit.
  • The applicants will receive an email with a link that will redirect them to complete the First Advantage Work Opportunity Tax Credit survey. Note: The Assign Integration Assessment email trigger email will need to be successfully configured by the administrator in Email Administration in order for the applicant to receive the email.
  • After the applicants complete the survey, First Advantage sends Cornerstone a summary of the candidate’s results, which are available for viewing on the Manage Applicants page or the Application tab on the Applicant Profile page.
  • To further review the assessment results, Lisa clicks the View Report link, which will direct her to First Advantage to view a detailed report of the assessment results.

Implementation

This integration is available for all organizations using the Recruiting suite. This integration is available for free via Edge Marketplace. Additional instructions for enabling and configuring the integration are available on the Setup tab of the integration in Edge.

The integration can be accessed and configured via the Edge Marketplace. In order to use this integration, your organization must be using the Recruiting module and must have access to Edge and have an account with the integration vendor. There is no additional cost associated with enabling this integration, but the integration cannot be used without an account with the integration vendor.

Considerations

  • Mobile App - This functionality is not available in the mobile app. If the survey is included in a step of the application workflow, the step will be skipped in the mobile app.
  • Retroactive Application - Work Opportunity Tax Credit surveys cannot be retroactively applied to requisitions prior to enabling of the integration, even though these requisitions are in open/active status.
  • With this integration, First Advantage will collect the candidate’s Social Security Number at the time the candidate is completing the Work Opportunity Tax Credit survey.

Best Practices for Using WOTC Surveys

  • Where to Place in Application Workflow - Display WOTC between an Education Experience section and a section such as Equal Employment Opportunity (EEO) Questions.

Permissions

The following permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Applicant Status Bank - Manage Grants ability to access and manage Applicant Status Bank. Recruiting Administration
Applicants: Assign Assessment Integration

Grants access to manage assessment integrations from the Applicant Profile page. This applies to assessments that have been configured in the integration center. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the highest level of permission for this functionality. In addition to being able to assign assessments, users with this permission will be able to view the assessment status and assessment details.

 Recruiting
Applicants: View Assessment Integration Status

Allows user to view the assessment integration check status on the Applications tab of the Applicant Profile page. The user cannot view the link to the detailed report of the assessment. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the lowest level of permission for this functionality. Users with this permission can only view the assessment status; they cannot assign assessments or view assessment details.

 Recruiting
Applicants: View Assessment Integration Status and Details Link

Allows user to view the assessment integration status and view link to access the assessment report from the Applications tab of the Applicant Profile page and from the associated column on the Manage Applicants page. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the second highest level of permission for this functionality. Users with this permission will be able to view the assessment status and assessment details but will not be able to assign assessments.

 Recruiting
Application Workflow Template - Manage Grants ability to access and manage Application Workflow Templates. This permission can be constrained by OU and User’s OU. This is an administrator permission. Recruiting Administration
Application Workflow Template - View Grants ability to access and view Application Workflow Templates. Recruiting Administration
Edge Integrations - Manage Grants access to the Integrations service for Edge Integrate where the administrator can configure, enable, and disable their third-party integrations that are used within the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Edge Marketplace - Manage Grants access to the Marketplace service for Edge Integrate where the administrator can browse and purchase integrations that can be used to extend the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Global Email Administration - Manage Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Global Email Administration - View Grants view only access to email templates/triggers and email logs at the global level for the portal. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Requisition: Manage Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade. Recruiting
Requisition: Owner

Enables owner to access requisitions and applicants for requisitions for which they are an owner. This permission also grants read-only access to video interviews that are completed by applicants via HireVue. For portals with Referral Suite enabled, this permission also enables requisition owners to edit the referral source on the Applicant Profile page. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. If the user is removed as an owner, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Also, if a user has both the permission necessary to manage requisitions and be a requisition owner, the constraints of the Requisition: Manage permission overrule those of the Requisition: Owner permission. For requisition owners that do not also have permission to manage requisitions, only certain fields are editable when editing a requisition.

Recruiting
Requisition: Reviewer

Enables reviewer to access requisitions and applicants for requisitions for which they are a reviewer. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. Once a requisition is in a Closed or Cancelled status or if the user is removed as a reviewer, the permission is revoked for the associated requisition. This permission cannot be manually assigned.

Note: If an applicant reviewer is removed as a reviewer via the Applicant Profile page, the Requisition: Reviewer permission is revoked for the associated requisition. However, if the reviewer was also added as a reviewer via the General tab when creating, editing, or copying the requisition, the reviewer still appears on the In Review panel as a duplicate reviewer and retains access to the requisition and applicants from the Requisition: Reviewer permission. See Applicant Profile Page Overview for more information about duplicate reviewer instances.

Recruiting