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๐Ÿ—‚๏ธ User Guide: Employee Startwork Documents

Written by Chase Gladish

๐Ÿ“Œ Overview

Startwork documents are essential forms that must be completed before an employee begins work on a production. RollCredits provides tools to:

  • ๐Ÿงพ Create documents

  • โœ๏ธ Track signatures

  • โœ… Verify completion


๐Ÿ“„ Types of Startwork Documents

Startwork packets may include:

  • ๐Ÿ“ƒ Employment agreements

  • ๐Ÿค Union-specific forms

  • ๐ŸŽฌ Production-specific agreements

  • ๐Ÿ”’ Confidentiality agreements

  • ๐Ÿฆบ Safety acknowledgments


๐Ÿ”„ Document Workflow

Hereโ€™s how the startwork process flows:

  1. ๐Ÿ› ๏ธ Creation โ€“ Documents are generated when an employee is added to a production

  2. โœ๏ธ Completion โ€“ The employee fills out and completes required sections

  3. ๐Ÿ–Š๏ธ Signatures โ€“ Required signatures are collected from both employee and company

  4. ๐Ÿ” Verification โ€“ Production staff verify the documents

  5. ๐Ÿ—„๏ธ Storage โ€“ All documents are securely saved in the system


๐Ÿงพ Creating Startwork Documents

To create documents for a new hire:

  1. Go to the Payroll Dashboard ๐Ÿ“Š

  2. Select the employee ๐Ÿ‘ค

  3. Click the Documents tab ๐Ÿ“

  4. Choose Create Startwork Documents

  5. Select templates based on the role & union status ๐Ÿงฉ

  6. Click Create Documents โž•


โœ๏ธ Signature Requirements

Each document can have different signature needs:

  • ๐Ÿ‘ค Employee Signature Required

  • ๐Ÿข Company Signature Required

  • ๐Ÿ” Both Signatures Required

  • โ„น๏ธ No Signatures Required (informational only)


๐Ÿ“Š Tracking Document Signatures

RollCredits tracks signature status for each document:

  • โœ… Has Employee Signature

  • โœ… Has Company Signature

  • ๐Ÿ•“ Employee Signed At (timestamp)

  • ๐Ÿ•” Company Signed At (timestamp)


๐Ÿ‘€ Viewing Startwork Documents

To view a specific employeeโ€™s documents:

  1. Open the Payroll Dashboard

  2. Find and select the employee

  3. Click on the Documents tab

  4. Browse the full list of startwork documents

  5. Click on a document to view or download it ๐Ÿ’พ


โœ๏ธ Updating Document Status

Need to make changes? Hereโ€™s how:

  1. Go to the employeeโ€™s Documents tab

  2. Locate the document

  3. Click Edit or Update Status ๐Ÿ› ๏ธ

  4. Make your changes:

    • ๐Ÿ“ค Upload a new file (if needed)

    • โœ๏ธ Update signature status

    • ๐Ÿ•’ Add timestamps

  5. Click Save ๐Ÿ’พ


๐Ÿ” Document Security

RollCredits ensures document safety through:

  • ๐Ÿ”’ Encrypted storage

  • ๐Ÿ” Access controls for authorized users only

  • ๐Ÿงพ Audit logs for every document view or update

  • ๐Ÿ—“๏ธ Legal retention policies


๐Ÿ’ก Best Practices

Keep everything running smoothly by:

  • ๐Ÿ“… Creating documents as soon as an employee is added

  • ๐Ÿ“‹ Monitoring status regularly for timely completion

  • ๐Ÿ“ฃ Communicating clearly with employees about requirements

  • ๐Ÿ–Š๏ธ Ensuring all signatures are collected before start date

  • โš–๏ธ Keeping templates compliant with current laws


๐Ÿค Integration with Onboarding

Startwork documents are key to onboarding:

  • ๐Ÿชช Aligned with the I-9 process

  • โœ… Tracked alongside other onboarding tasks

  • ๐Ÿšฆ Affect onboarding completion status


๐Ÿ“ฌ Need Help?

Have questions? Contact us at help@rollcredits.io โ€” we're here to help! ๐Ÿ’ฌ

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