Application Workflow - Add 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.

  • To access the Application Workflow Templates page, go to Admin > Tools > Recruit. Then, click the Applicant Workflow Templates link in the Applicant Tracking section.
  • To access Default Requisition Templates, go to Admin > Tools > Recruit. Then, click the Default Requisition Templates link in the Applicant Tracking section.
  • To manage job requisitions, go to Recruit > Manage Requisition.
  • To access the Requisition Templates, go to Admin > Tools > Recruit. Then, click the Requisition Templates link in the Applicant Tracking section.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
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
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
Requisition Template – Application Workflow Template - Manage Grants ability to set and edit Application Workflow Templates when editing Requisition Templates. This permission can be constrained by OU and User’s OU. This is an administrator permission. Recruiting Administration
Requisition Template - Manage Grants ability to access and view Requisition Templates. This permission cannot be constrained. This is an administrator permission. Recruiting Administration
Requisition Template - View Grants ability to access and view Requisition Templates. This is an administrator permission. Recruiting Administration

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.