Correcting Startwork after it's been submitted

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

This article covers:

• If Employment Details need to be edited
  • To adjust employment terms such as rate, box/kit rental, or allowances.

• If the employee needs to receive a different type of packet 
  • If the employee submitted a Special Packet but needs to be rematched to a Standard Packet (or vice versa). 
  • If the employee was originally invited as an individual but needs to be switched to a Loan-Out (or vice versa).
  • If the employee was originally invited as Non-Union but needs to be switched to Union (or vice versa).

• If the employee needs to resubmit the same packet or a later version of the same packet
  
  • If the packet's Template needed to be edited (ie: a form was missing from the packet, other changes needed to be made to the packet's Template). 
  • If the employee's personal information is incorrect throughout packet documents.
    • Also see: Startwork was submitted where the employee's personal information is incorrect. How can it be corrected?

 NOTE: Before changes can be made to submitted Startwork, an employee's I-9 must be verified.

If Employment Details need to be edited:

Please Note:

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.

• In the Approval Pipeline, click the yellow "Review" button to access the Startwork. This will take you to Employment Details.

• At the top of the screen, click "Click here to edit employment details or send back a different packet."
• This will activate the screen and allow you to make changes. 
• Make necessary changes. 

• At the bottom of the screen, click "Send Back to Crewmember."
• A pop up window will appear, prompting you to write a message to the employee explaining why their Startwork is being bounced back. 
  • The message will appear in an email the employee receives, along with a link back to their Startwork (similar to the initial Invite they received).
• Click "Continue."
• In Crew Management, the employee's Startwork status will now show as "Packet sent back [date], waiting for employee."
  • In the Approval Pipeline, the employee's Startwork status will show as "Startwork not yet submitted."
• The employee will need to login at hellotim.com to re-sign & submit their Startwork (only a few clicks!). 

NOTE: 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: How to delete, resend, or correct an I-9 in TiM.

If the employee needs to receive a different type of packet:

Please Note:

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.

• In the Approval Pipeline, click the yellow "Review" button to access the Startwork. This will take you to Employment Details.

• At the top of the screen, click "Click here to edit employment details or send back a different packet."

If the employee needs to be rematched to a Special Packet instead of a Standard Packet: 

• In the Assign Startwork area, select the checkbox next to "Select to match this employee to a Special Packet instead of a Standard Packet."
• Select the Special Packet the employee needs to receive from the drop down. 

If the employee needs to be rematched to a Standard Packet instead of a Special Packet:

• In the Assign Startwork area, DE-select the checkbox next to " Select to match this employee to a Special Packet instead of a Standard Packet."
• You will see the prompt on the left will update and display the type of Standard Packet the employee will receive. 

If the employee needs to be rematched to a different Standard Packet:

• Edit the selections within "Crewmember/Startwork Type" to change the type of Standard Packet matched to this employee.
• 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. 

• At the bottom of the screen, click "Send Back to Crewmember."
• A pop up window will appear, prompting you to write a message to the employee explaining why their Startwork is being bounced back. 
  • The message will appear in an email the employee receives, along with a link back to their Startwork (similar to the initial Invite they received).
• Click "Continue."
• In Crew Management, the employee's Startwork status will now show as "Packet sent back [date], waiting for employee."
  • In the Approval Pipeline, the employee's Startwork status will show as "Startwork not yet submitted."
• The employee will need to login at hellotim.com to re-sign & submit their Startwork.   

If the employee needs to resubmit the same packet or a later version of a the same packet:

Related article: Startwork was submitted where the employee's personal information is incorrect. How can it be corrected?

If you realize the Startwork packet submitted by an employee was set up improperly, or the employee submitted the wrong type of Startwork packet, first, go to Startwork Templates and create a new version of a Distributed packet, or create a new type of packet to be Distributed. 

Once the packet this employee needs is ready, complete the steps below. 

Please Note:

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.

• In the Approval Pipeline, select the yellow "Review" button to open the packet. This will take you to Employment Details.

• At the bottom of the screen, click "Continue to Startwork." This will take you to the Startwork documents.
• Click "Send back to Crewmember."

• A pop up will appear. 
• Choose to send back the same packet, or an updated version of the packet.

• In Crew Management, the employee's Startwork status will now show as "Packet sent back [date], waiting for employee."
  • In the Approval Pipeline, the employee's Startwork status will show as "Startwork not yet submitted."
• The employee will need to login at hellotim.com to re-sign & submit their Startwork. 

Important Notes:

• 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."

• When an employee's Startwork has been sent back to them, they can login at hellotim.com and will be directed to submit the bounced Startwork upon login.

• 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 changes are made to an employee's Employment Details, those actions are recorded in the History section of Employment Details.