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How to: Make an Employee an Offer

The default approval workflow for Start Forms is that the employer will prefill the Start Form, or "make an offer" to the employee, and then the employee will review and approve or reject the offer. An offer may be made when the invite is sent, or after an invite is sent.

To make an offer at the time of the invite:

Step 1: Click EMPLOYEES on the left navigation then click INVITE EMPLOYEE or click the + to the right of Employees.


Step 2:  Complete all fields and select the role of Digital Start Work Employee. Click PRE-FILL START WORK.


Step 3: The project start work page for the employee will open in a new window. Click ADD in the Start Form section.


Step 4: Fill out all fields in the Position section.


Step 5: Select the appropriate option for the Affordable Care Act. 


Step 6: Fill out all fields in the Deal section. Complete Box Rental and Per Diem areas, if applicable. Note: Box Rental and Per Diem coding defaults may be added here.


Step 7: Fill out the Pay Rate section. Note: For daily and weekly rate employees, check the "is overtime exempt" box. For hourly employees, indicate after what number of hours they should receive overtime. 


Step 8: Enter account codes for the employee's payroll expenses.  NOTE: These codes will be used on the digital timecards and for the payroll imports into the accounting software. The Labor Code is required.


Step 9: If NY or CA is selected as the work state, a field will appear at the bottom for the State Labor Law Form. Complete all required fields and select any allowances given.


Step 10: Click SUBMIT.

Step 11: Close the project start work window and click INVITE.

To Make an offer after an invite has been sent, add a new position, or update a rate:

Step 1: Click USERS under "Project"


Step 2: Locate the employee you wish to add a Start Form for, and click on their name in blue. Note: you may have to search in both "Accepted Invites" and "Outstanding Invites" tabs.

Step 3: Follow steps three through ten above.