Assigning Forms
Assigning (and reassigning) forms to your onboardees is a foundation of WorkBright. These articles will discuss how to control which forms an onboardee is assigned and when they're assigned.
11 articles
Assigning a New Form to Some or All Existing StaffI have a NEW form that I need everyone to fill out, including staff that have already onboarded in WorkBright. How do I do this?
My Onboardee Was Accidentally Assigned the W4 & the I-9I added a new hire and they were assigned the W4 and I-9. This isn't what I wanted. Why did it happen, and how do I fix it?
My Onboardee Was Accidentally Assigned the Wrong FormsI added a new hire and they were assigned the wrong forms. This isn't what I wanted. Why did it happen, and how do I fix it?
Previewing an Offer Letter or Contract Before the Onboardee Signs ItIs there a way that I can preview what my onboardee's offer letter or contract will say before they sign it?
Previewing What Forms an Onboardee Will ReceiveIs there a way I can see what forms my onboardee is going to receive after I invite them?
Reassigning a Form to One or More OnboardeesCan I reassign a form to an onboardee that has already completed it at least once before?
Rejecting a Form SubmissionHow do I reject a submission from my staff member?
Undoing a Request For a New Submission | Making a Previous Submission CurrentI accidentally reassigned a form to an onboardee that I want to retract. How can I retract it?
Setting a Form’s Reassignment Status For Rehires
Making a form optionalHow can I make a form optional for my staff?
Disabling Form I-9, W4, W9How can I disable Form I-9, W4, W9?