Application Workflow - Add TCC WOTC Assessment

Portals with an active Tax Credit Co. (TCC) integration can add the Work Opportunity Tax Credit (WOTC) assessment to the application workflow for Mobile-Friendly or Standard applications.

Add to Standard Application Workflow

To add a Work Opportunity Tax Credit assessment to a Standard application workflow:

  1. Click the Add Section icon to add a section to the application workflow that will include the Work Opportunity Tax Credit assessment. Name the section in the Add Section pop-up. Note: You can also add the assessment to an existing section.
  2. From within the section, click the Add Action Item drop-down and select the desired Work Opportunity Tax Credit assessment. This opens the Edit Action Item pop-up.
  1. Enter a title in the Title field, up to 50 characters.
  2. Enter instructions in the Instructions field. This field accepts HTML and there is no character limit.
  3. Select "Work Opportunity Tax Credit" from the Integration drop-down.
  4. Select the packet from the Packet field.
  5. Check the Completion Required field to require that applicants complete the assessment before moving to the next step in the application workflow. Or, leave the box unchecked to make the assessment optional.
  6. Click Save. This adds the assessment to the application workflow.

Add to Mobile-Friendly Application Workflow

See Create Mobile-Friendly Application Workflow.