For more information, see: What is a Startwork Gatekeeper?

How to review Startwork as a Startwork Gatekeeper:

In TIM, Startwork is approved from the Approval Pipeline:



If you do not see the Approval Pipeline on your Project dashboard, it means you have not been granted the proper Permissions. Reach out to someone already connected to the Project to assist you, or Contact TiM Support.

• From your Project dashboard, select "Approval Pipeline."
  • By default, the Approval Pipeline is sorted by packets that are pending your review first. 
  • Any packets that are ready for your approval will have a yellow "Review" button next to it.
    • A "Review" button appears once a packet is submitted by an employee and after their I-9 is verified (if applicable). 
• You are first shown the employee's Employment Details.
• If all Employment Details are correct, select "Continue to Startwork."
  
  
  • If Employment Details need to be edited, select "Click here to edit Employment Details or send back a different packet" at the top of the screen.
  • This will activate the Employment Details to allow you to make edits. 
  • Select "Send back to Crewmember" once your changes are complete. 
    • For detailed instructions, see: Correcting Startwork
      
      
• When you select "Continue to Startwork," you are shown the employee's Startwork documents.  
  • The yellow highlighted thumbnails indicate pages that require your Approval Signature. When all signatures are completed on a page, the thumbnail changes to green.
    
    NOTE: If no thumbnails are highlighted, it means that a Gatekeeper Approval Signature Field has not been applied to packets, most likely because the Gatekeeper is expected to review packets only (not sign them).
    
    
• Click "Next" and TiM will focus on the next page and spot that requires your signature.
• On the document page, click "Sign Here" then choose to "Place Stored Signature" which will apply your electronic signature, or "Sign Manually" which will allow you to draw a signature freehand.
• When a signature is complete, TiM will automatically move you to the next required signature. 
• When all signatures are complete, the "Next" button will change to "Approve Packet." Click "Approve Packet" to finalize your approval step. 
  • If Startwork Documents need to be edited, select "Send back to Crewmember" at the top of the screen. 
    • For detailed instructions, see: Correcting Startwork

Pro Tip:

• Approvers can apply internal notes on Startwork packets using the "Add Text" tool.
  • These notes will appear in blue font on the Startwork PDF to any Approvers or anyone the Startwork is exported to.
  • Employees are not notified if notes are added to Startwork, but if notes are applied and then the packet is bounced back to the employee, the notes will be visible to the employee.