Employee needs an updated version of the Startwork Template (I-9 already verified)

Please note that if an employee has not submitted their Startwork yet, they will always be matched to the latest version of the Startwork Template. 

If an employee has already submitted Startwork, and you realize that the Startwork Template they received was built improperly, you'll want to create a new version of the Startwork Template and then re-match the crewmember to the updated version of the Template.

Some examples of this situation include:

• The packet is missing a form, because the form was never added to the Startwork Template in the first place.
• The packet appears to be missing a form, because there is a Viewing Permission within the Template that is hiding the form from this particular employee. 
• A Smart Field was applied improperly within the Startwork Template.

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

Please note: 

• Only people with Edit: Startwork Templates Permission can create new versions of Startwork Templates. 
• 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 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 the Template they received was built improperly:

1. From Startwork Templates, select "+ Create a New Version" next to the Template you want to edit. This will create a new version of the Template, and open the Builder. 
2. Make any necessary edits.
3. Click "Save and Test" to preview your packet. Or, click "Save and Exit" to return to Startwork Templates. 
4. Click "Publish" or "Distribute" to finalize your changes. 
5. Click on the house button at the top left to return to the Project dashboard. 
6. Select "Approval Pipeline."
7. Select the yellow "Review" button. This will take you to Employment Details.
   
   
   
   
8. Scroll down, select "Continue to Startwork."
9. Select "Send back to Crewmember."
10. A pop up window will appear. Select to share the latest version of the packet Template.
    
    
    
    
11. Enter a note 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.

12. 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.