Hiring Management System TrainingWOTC and Internal Promotions

TopicIntroduction

WOTC Process

Internal Promotion Process

Next Steps

Wrap-Up & Close

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Live Review

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1. Move to WOTC Step

2. Select Location3. Call applicant– Invite to interview– Notify the applicant

that they will receive an email with a link to a brief questionnaire. Ask applicant to complete the WOTC questionnaire prior to the interview.

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Live Review

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If the Applicant does not receive the email, the Manager can resend it.

Dear <first name> <last name>,

Sonic Drive-In participates in the Work Opportunity Tax Credit (WOTC) program. As a participant in this program, we ask that you complete a brief voluntary WOTC questionnaire. The information you provide to our WOTC vendor will be kept confidential. The questionnaire will take approximately 5 minutes of your time. Please click the link below to access the questionnaire website. <LINK> Thank you,Sonic Drive-In

Dear <first name> <last name>,

Sonic Drive-In participates in the Work Opportunity Tax Credit (WOTC) program. As a participant in this program, we ask that you complete a brief voluntary WOTC questionnaire. The information you provide to our WOTC vendor will be kept confidential. The questionnaire will take approximately 5 minutes of your time. Please click the link below to access the questionnaire website. <LINK> Thank you,Sonic Drive-In

WOTC Email TaxBreak Online WOTC Questionnaire

Live Review

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Tip: Click the browser refresh button or click out of a step and back into a step to get a status to refresh.

Status Description

Ineligible Based on answers to the online questionnaire, this applicant appears ineligible for credits

Eligible Based on answers to the online questionnaire, this applicant appears eligible for credits

Opted Out The applicant selected “Opt Out” on the questionnaire

WOTC Sent The email invitation to the questionnaire was sent to the applicant, but the questionnaire has not been completed.

Live Review

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If you need to resend the WOTC email to the applicant, access the Integration Detail screen by: 1. Clicking the WOTC Sent status OR clicking the “i” icon under Actions 2. Click the Reattempt link to trigger the email again

Important! If the applicant’s email is not correct, please correct it in the Contact Info under the “i” action

Live Review

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Hire StepThe Hire Step now

has a few additional fields to complete to kick off the WOTC and Hire reporting.

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