Employee submitted a Special Packet but needs a Standard Packet instead (I-9 is already verified, Startwork is submitted)

In TiM, there are two types of packets: Standard Packets and Special Packets.

Standard Packets are intended to contain the set of Forms that the majority of new hires need to receive when joining this Project, as determined by your company. There are four types of Standard Packets: Union, Non-Union, Union Loan-Out, and Non-Union Loan-Out. A person is auto-matched to the relevant Standard Packet as they are invited to a Project based on the Employment Details in their Invite.

Special Packets are Templates that include a unique set of Forms, or a set of Forms different from those included in Standard Packets. Unlike Standard Packets, which are auto-matched to people as they're invited to a Project, Special Packets are shared manually.

If an employee has already submitted a Special Packet, and you realize that they should have received a Standard Packet, a person with Approve Startwork as: Startwork Gatekeeper Permissions can take the steps below to rematch the employee to the proper packet.

Please note: 

• A person with Approve Startwork as: Startwork Gatekeeper Permissions can correct submitted Startwork from the Approval Pipeline, as long as the packet has not yet been Fully Approved (ie: received all necessary approvals in your workflow). 
  • You can check an employee's Startwork status from Crew Management.
• If the packet has been Fully Approved, you can initiate a Job Change for the employee so the correct information can be recorded. 
• If Startwork is past Gatekeeper review, an Upstream Approver needs to bounce the Startwork back to Gatekeeper first.
  • See: Correcting Startwork that is past Gatekeeper Review
• If Startwork is pending I-9 verification, the I-9 needs to be handled first.
  • See: Startwork is pending I-9 verification, but the Employment Details need to be edited

How to handle if an employee has already submitted a Special Packet, and you realize that they should have received a Standard Packet:

1. From the Approval Pipeline, select the yellow "Review" button. This will take you to Employment Details.
   
   
   
   
2. At the top of the screen, select "Click here to edit employment details or send back a different packet." This will activate the screen and allow you to make changes. 
   
   
   
   
3. In the pink Assign Startwork area, DE-select the checkbox next to " Select to match this employee to a Special Packet instead of a Standard Packet."
4. You will see the prompt on the left will update and display the type of Standard Packet the employee will receive. 
   
   
   
   

5. Scroll down, select "Send Back to Crewmember."

6. A pop up window will appear, to allow you to provide context as to why the Startwork is being bounced back. 
   This text will appear in the email notification the employee receives alerting them that Startwork is pending their submission.

7. Click "Continue."

What happens next?

• TiM will automatically notify the employee via email that revised Startwork is pending their submission, and will just need to login and re-sign & submit their Startwork.
  • The employee will not need to "start from scratch."
  • TiM will retain as much of the information previously submitted as possible (and remain compliant with WTPA regulations), to allow the employee to proceed swiftly to submit the revised Startwork. 
    
    
• The employee will not be prompted to re-submit their I-9.
  • For instructions on how to resend or correct an I-9 in TiM, see: Correcting Form I-9
    
    
• When Startwork is sent back an the employee, the employee's status in the Approval Pipeline changes to "Startwork not yet submitted."

• When Startwork is sent back to an employee, the employee's status in Crew Management changes to "Packet sent back [date], waiting for employee."

• Once the employee re-submits, the Startwork will be available to be reviewed and approved as usual, and the yellow "Review" button will re-appear in the Approval Pipeline.

• Whenever actions are taken on an employee's record, those actions are recorded in the History section of Employment Details.