Welcome Forms for a contingent worker include two forms - Electronic Disclosure and Biographic Information. These forms appear only when the contingent worker has completed the Self Registration and signs in for the first time.

Welcome Forms of a Contingent Worker:

After "Welcome" page, the contingent worker must complete the following two forms -

Electronic Disclosure

Select the Consent checkbox and then click the Electronically Sign button.  

Biographic Information

Fill out the required fields as indicated in the form below. The employee personal information entered in the invitation will be auto populated in Biographic Information such as First Name, Last Name, Phone Number, Email, and Home Address.  

The fields that are displayed on contingent worker EBI page is dependent on the property value setup in the product preferences. For example: If property "showNameOnCWRBI" is set to "ON" the contingent worker will have name information in their Biographic Information. Similarly, the other property values in product preferences can be set to "OFF" or "ON" based on which the fields showing in contingent worker's Biographic Information vary.

Enter values in the fields as shown below and click Save.

Mailing Address

If the Mailing Address is same as the Home Address, then click on check box for "Copy from Home Address". This will copy the address details from the Home Address to the Mailing Address.

If the Mailing Address is different from the Home Address, click on "Add Address".

This opens a new page to add your mailing address. Enter the address and click "OK".

The address gets added to the Biographic Information page as shown here.

Upload Documents

A gadget is provided on the page if you need to upload and present documents to your employer. Click on the "Upload Document" icon which is at the right bottom corner of the page

A page opens to upload the documents. Click on "Upload" button.

Click "Choose File" and select the file from your local computer and upload the document.

After the file is attached, select the document category and click "Return".

National ID or Tax Identifier

National ID:

Based on the property setup in Product Preferences, the National ID/Tax Identifier fields appearing on the page differ. If "showNationalIDOnCWRBI" is set to "ON" the National ID option shows on the page with SSN fields.

Enter the Social Security Number in the Nation ID fields:

The following error message shows if you don't enter the Social Security Number.

If it is entered wrong, then the error message displays as below:

Confirm Social Security Number is also a required field. The following error message displays if the value is not entered.

If the entered Social Security Number do not match with the Confirm Social security Number, the error displays as below.

If you have applied for Social Security Number and waiting for it, click on the check box for "Applied for SSN". After receiving Social Security Number, update the same to your employer. For details, please click here.

Tax Identifier:

If "showTaxIDOnCWRBI" is set to "ON", then the page has option for both Social Security Number and Tax Identification Number. 

You can choose to enter one option, either Social Security Number or Tax Identification Number. 

Entering either one of the numbers is mandatory. Otherwise, the system will throw error when you save the Biographic Information.

SSN

If you click on the radio button for Social security Number, the fields to enter SSN displays as below. Entering the values in SSN and Confirm SSN fields is required before you save the activity.

Error message triggers if no value is entered in the SSN field.

if SSN is entered wrong, message displays to enter the correct format.

Make sure to re-enter the SSN in Confirm Social Security Number. The system displays error message if the value is not entered. 

If the entered Social Security Number do not match with the Confirm Social security Number, the error displays as below.

TIN

If Tax Identification Number is selected, then the fields to enter TIN shows on the page. Entering Tax Identification Number and Confirm Tax Identification Number fields is required before you save the activity. 

Error message when TIN is not entered:

Error message when TIN is entered wrong:

Error message when Confirm TIN is not entered:

Error message when Confirm TIN is entered wrong: