Employee should have received a different Standard Packet (I-9 is already verified, Startwork is submitted)

In TiM, there are four types of Standard Packets: Union, Non-Union, Union Loan-Out, and Non-Union Loan-Out. The selections within an employee's Employment Details determine which type of Standard Packet TiM will auto-match to the employee.

If an employee has already submitted Startwork, and you realize that they should have received a different type of Standard Packet, it means their Employment Details were most likely selected improperly, and now need to be edited.

Some examples of this situation include:

• The employee was originally onboarded as an individual, and negotiated to be hired as a Loan-Out.
• The employee was originally onboarded as a Loan-Out, but needs to be switched to an individual.
• The show is flipping from Non-Union to Union, and therefore all the employees originally onboarded as Non-Union now need to submit Union Startwork.
• The employee was mistakenly hired as a Union employee, but is actually a Non-Union employee.

See instructions below for how to handle making this type of correction. 

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 Startwork, and you realize that they should have received a different type of 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. Edit the selections within "Crewmember/Startwork Type" to change the Loan-out status and/or Union status for the employee.
   
   This will update the type of Standard Packet matched to this employee (see image below).
   
   You will see the Standard Packet name update in the Assign Startwork area as "Crewmember/Startwork Type" selections are edited. 
   
   
   • For example:
     • If the employee needs to receive a Loan-Out packet, select the checkbox next to "Will be paid as Loan-Out for this production."
     • If the employee needs to receive a Union packet, DE-select the checkbox next to Non-Union and enter a Union acronym or local number into the Union field. 
       
       
       
       

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

5. 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.

6. 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.