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πŸ—‚οΈ User Guide: Employee Startwork Documents

Ariana Lewis avatar
Written by Ariana Lewis
Updated over a week ago

πŸ“Œ Overview

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

  • 🧾 Create documents

  • ✍️ Track signatures

  • βœ… Verify completion


πŸ“„ Types of Startwork Documents

Startwork packets may include:

  • πŸ“ƒ Employment agreements

  • 🀝 Union-specific forms

  • 🎬 Production-specific agreements

  • πŸ”’ Confidentiality agreements

  • 🦺 Safety acknowledgments


πŸ”„ Document Workflow

Here’s how the startwork process flows:

  1. πŸ› οΈ Creation – Documents are generated when an employee is added to a production

  2. ✏️ Completion – The employee fills out and completes required sections

  3. πŸ–ŠοΈ Signatures – Required signatures are collected from both employee and company

  4. πŸ” Verification – Production staff verify the documents

  5. πŸ—„οΈ Storage – All documents are securely saved in the system


🧾 Creating Startwork Documents

To create documents for a new hire:

  1. Go to the Payroll Dashboard πŸ“Š

  2. Select the employee πŸ‘€

  3. Click the Documents tab πŸ“

  4. Choose Create Startwork Documents

  5. Select templates based on the role & union status 🧩

  6. Click Create Documents βž•


✍️ Signature Requirements

Each document can have different signature needs:

  • πŸ‘€ Employee Signature Required

  • 🏒 Company Signature Required

  • πŸ” Both Signatures Required

  • ℹ️ No Signatures Required (informational only)


πŸ“Š Tracking Document Signatures

RollCredits tracks signature status for each document:

  • βœ… Has Employee Signature

  • βœ… Has Company Signature

  • πŸ•“ Employee Signed At (timestamp)

  • πŸ•” Company Signed At (timestamp)


πŸ‘€ Viewing Startwork Documents

To view a specific employee’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 πŸ’Ύ


✏️ Updating Document Status

Need to make changes? Here’s how:

  1. Go to the employee’s Documents tab

  2. Locate the document

  3. Click Edit or Update Status πŸ› οΈ

  4. Make your changes:

    • πŸ“€ Upload a new file (if needed)

    • ✍️ Update signature status

    • πŸ•’ Add timestamps

  5. Click Save πŸ’Ύ


πŸ” Document Security

RollCredits ensures document safety through:

  • πŸ”’ Encrypted storage

  • πŸ” Access controls for authorized users only

  • 🧾 Audit logs for every document view or update

  • πŸ—“οΈ Legal retention policies


πŸ’‘ Best Practices

Keep everything running smoothly by:

  • πŸ“… Creating documents as soon as an employee is added

  • πŸ“‹ Monitoring status regularly for timely completion

  • πŸ“£ Communicating clearly with employees about requirements

  • πŸ–ŠοΈ Ensuring all signatures are collected before start date

  • βš–οΈ Keeping templates compliant with current laws


🀝 Integration with Onboarding

Startwork documents are key to onboarding:

  • πŸͺͺ Aligned with the I-9 process

  • βœ… Tracked alongside other onboarding tasks

  • 🚦 Affect onboarding completion status


πŸ“¬ Need Help?

Have questions? Contact us at help@rollcredits.io β€” we're here to help! πŸ’¬

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