Setting Up ADP WOTC

Once the ADP WOTC (Work Opportunity Tax Credit) has been set up there are steps within your organization you must add it to your applications and requisitions. In this article, we will outline how to add the ADP WOTC Redirect section to your applications. To access Applications in Setup, you will need Recruiter/Hiring Manager and User Admin permissions.

In this article:
Post-Hire Calls
Adding WOTC
ADP WOTC F.A.Q.
Additional Resources

Permissions Needed

To access Applications in Setup, you will need Recruiter/Hiring Manager and User Admin permissions.

Note

Before adding the ADP WOTC Redirect section to applications in your organization, we strongly recommend creating a test application to start. This test application can be used with a test requisition to apply as a candidate and familiarize yourself with the ADP WOTC integration. Please reach out to ClearCompany Support or your ClearCompany Representative if you need any assistance with testing or have questions.

Post-Hire Calls

In order to take advantage of your eligible tax credits, ADP must be notified when you've hired a candidate. We've created a process that allows the system to automatically send the Hire Call to ADP based on the trigger determined during the setup of your integration. Alternatively, you can manually send the Hire Call to ADP via the candidate profile. 

Automatic Hire Call Event Triggers

To view or change the event used to trigger the automatic hire call:

1. Navigate to Tools > Setup, and click Requisitions.
2. At the bottom of the Requisitions page is the setting for the Work Opportunity Tax Credit (WOTC) Hire Call Event Trigger.
3. The automated options include:
   1. Onboarding Packet Completion: since the onboarding packet has been completed, we will automatically send the WOTC information to ADP.
   2. Hired Workflow Stage: When the candidate is moved to the "Hired" workflow stage.
   3. None: Clients will have to manually send the information to ADP. Learn how to do so here: ADP WOTC: Viewing the Pre-Hire Eligibility and Post-Hire Status.

Note:

Selecting set as default will allow the WOTC ID to be added to existing requisitions and requisition templates as a default.

Adding ADP WOTC

Adding ADP WOTC to Applications

Application

1. Click Tools and then Setup.
2. Click Applications on the bottom left-hand corner of the Setup page.
3. Click New Apply Process to create a new application or click an existing application to edit.
4. In the Initial or Detailed section of the application, scroll down to the bottom of the application until you reach the button ADD CUSTOM SECTION.
5. Click ADP WOTC Redirect.
6. Click Move Up to move it to the appropriate section - it's recommended to move the section before the signature section.
7. Click Save & Close when you're finished making any additional edits

 Best Practice: The ADP WOTC Redirect section should be added to all your external applications

Best Practice

ADP WOTC Redirect section should be added to all your external applications

Adding ADP WOTC to a Requisition

Requisition

1. Click on the Tools menu and then click Recruiting.
2. On the Requisitions tab, click Create Requisition in the upper right-hand corner of Requisitions. Select either Simple Form or A-Method from the dropdown menu. You can use either method when creating a requisition.
3. Under the Apply Process box, ensure the application containing the ADP WOTC Redirect is selected and the section is enabled.
4. Once the application is selected, when you reach the Administrative Info box on the requisition there will be a new field labeled, “ADP WOTC Organization ID”. Place the specific ADP WOTC Organization ID (URL Suffix) that you would like the applicant to be placed under in ADP. 
5. Continue filling out any remaining fields for the requisition.
6. Continue to the Posting options when you're finished.

Adding ADP WOTC to an Existing Requisition

At this time the ADP WOTC Organization ID box cannot be added in bulk to existing requisitions. This must be done individually on each existing requisition.

Existing Requisition

1. Click on the Tools menu and then Recruiting.
2. On the Requisitions tab, select an existing requisition you'd like to edit to go to the details of the requisition.
3. Click the Details tab and then click Edit Details.
4. Under the Apply Process box, ensure the application containing the ADP WOTC Redirect is selected and the section is enabled.
5. Scroll to the Administrative Info box on the requisition there will be a new box labeled, “ADP WOTC Organization ID”.
6. Click Save when you're finished making your changes.

ADP WOTC F.A.Q.

Can ADP WOTC Screening be a required part of the application?

If ADP WOTC has been placed in the application and is enabled for that particular requisition, it is required. The applicant cannot continue to the next page of the application, without being redirected to the ADP WOTC survey, where they can opt-out or complete the questionnaire.

What is the impact if I do not have ClearCompany Onboarding?

1. ADP will need to set up an NHEF (New Hire Employee File Transfer) on their end. This file will pull from their new employee data to gather all the necessary information for getting Work Opportunity Tax Credits.
2. Candidates will complete the WOTC Screening during the application process and their Pre-Hire Eligibility Status will appear on the candidate profile in ClearCompany.
3. You will not see “Notify ADP of Hire” from the candidate profile. Instead, ADP will run the NHEF once a week to know who was hired and their Post-Hire Eligibility Status.
4. You will not see the Post-Hire Eligibility Status in ClearCompany.

What is the impact if ADP is not notified of a hired employee?

If the organization opts to notify ADP about a hired employee outside of ClearCompany this could impact how the records are processed for the WOTC credit. The processing of records is time-sensitive and delays could lead to a potential loss of credit.

How is WOTC captured if a candidate does not apply in ClearCompany?

Using a bulk email template, the recruiter/hiring manager can send the application link to have the candidate complete. This will include the ADP WOTC re-direct, capturing the necessary information.

Are all applications and requisitions required to have WOTC?

No, it is not required that all applications and requisitions have WOTC; however, it is best practice for each application and requisition to have WOTC enabled.

Should the WOTC Re-direct section be placed on internal applications?

No. Existing employees are not eligible for Work Opportunity Tax Credits.