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 Recruit > Manage Requisition. 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.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
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 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
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

Assign Work Opportunity Tax Credit Assessment

To assign a Work Opportunity Tax Credit assessment:

  1. 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.
  2. Ensure that each applicant is in the custom integration status type of Assessment.
  3. Click Assign Integration Assessment from the Actions drop-down. This opens the Assign Integration Assessment pop-up.
  4. Select the assessment from the Select Package drop-down.
  5. Click Submit. 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.