Manage Applicants - Work Opportunity Tax Credit Assessments
IRS Compliance Note: When assigning Work Opportunity Tax Credit (WOTC) assessments on an ad-hoc basis, it is important to ensure that the Work Opportunity Tax Credit survey is assigned and taken before the offer letter is sent in order to ensure IRS compliance.
The Assign Integration Assessment action item is available for portals that have an active Tax Credit Co. (TCC) integration. This action item allows recruiters to assign Work Opportunity Tax Credit assessments to applicants.
Note: Work Opportunity Tax Credit assessments can only be assigned via the Manage Applicants page or added to an application workflow. They cannot be assigned from Candidate Search or through a talent pool.
To access the Manage Applicants page, go to. On the Manage Requisition page, locate the requisition for which you would like to manage applicants. From there, click the linked number of applicants in the Applicants column.
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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.
Assign Work Opportunity Tax Credit Assessment
To assign a Work Opportunity Tax Credit assessment:
- Check the Select All box to assign all applicants an assessment task at once. Or, select individual applicants by checking the box to the left of the applicant's name.
- Ensure that each applicant is in the custom integration status type of Assessment.
- Click Assign Integration Assessment from the Actions drop-down. This opens the Assign Integration Assessment pop-up.
- Select the assessment from the Select Package drop-down.
- Click . This assigns the assessment to the selected applicants. If enabled by the administrator, an email is sent to the applicant, containing a link to the assessment.
Note: As a reminder, when assigning Work Opportunity Tax Credit on an ad-hoc basis, please ensure the Work Opportunity Tax Credit assessment is assigned and taken before the offer letter is sent in order to ensure IRS compliance. Failure to do so results in a non-compliant assessment that violates IRS Form 8850.
Note: An applicant cannot be assigned the same assessment more than once.