For a contingent worker, the forms under welcome activity include - 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.

Forms under welcome activity 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.  

After entering the values, click on "Save".

EBI fields that depend on property setup in Product Preferences:

Some fields that are displayed on contingent worker EBI page is dependent on the property value setup (ON/OFF) in the product preferences. Few examples are given below:

1. Product Preference property: showNameOnCWRBI

EBI field: Name Information

If property "showNameOnCWRBI" is set to "ON" the contingent worker will have name information displayed in their "Biographic Information". The Preferred Name fields also depend on the value of "showNameOnCWRBI" property in Product Preferences.

Note: If "showNameOnCWRBI" is set to "OFF", the name and preferred name information will not show on EBI page irrespective of "EnablePreferredNameonEBI" property value in Product Preferences. Please refer to the following section for more details on "EnablePreferredNameonEBI" property.

When "showNameOnCWRBI" is set to "ON":

When "showNameOnCWRBI" is set to "OFF", both name and preferred name information will not display on EBI page, though the preferred name property "EnablePreferredNameonEBI" is enabled in Product Preferences.

2. Product Preference property: EnablePreferredNameonEBI

EBI field: Preferred Name

The Preferred Name fields display on EBI page only when "EnablePreferredNameonEBI"  and "showNameOnCWRBI" values are set to "ON" in Product Preferences.

If "showNameOnCWRBI" is "OFF", then the Preferred name fields will not show on the page even though the preferred name property "EnablePreferredNameonEBI" is enabled.

3. Product Preference property: ShowPhoneOnCWRBI

EBI field: Home Phone and Cell Phone

The Phone Information fields - Home Phone and Cell Phone display on the EBI page only when "ShowPhoneOnCWRBI" is set to "ON" in Product Preferences.

When "ShowPhoneOnCWRBI" is set to "OFF", the Home Phone and Cell Phone fields will not display on the page.

Also, the value of properties "HomephoneOptional" and "CellPhoneOptional" set in Product Preferences will decide the optional settings of Home Phone and Cell Phone fields on the EBI page.

If "ShowPhoneOnCWRBI" is "ON" and "HomePhoneOptional" & "CellPhoneOptional" are set to "OFF", then both Home Phone and Cell Phone fields are required in EBI.

If the required phone fields are not entered, the following error messages display on the page when the activity is saved.

The Home Phone/Cell Phone fields can be made optional by setting up the "HomePhoneOptional" / "CellPhoneOptional" properties to "ON".

To make the Home Phone field as optional, set the property "HomePhoneOptional" to "ON" in Product Preferences and save. 

To change the Cell Phone field as optional, set the property "CellPhoneOptional" to "ON" in Product Preferences and save. 

Also, both "CellPhoneOptional" and "HomePhoneOptional" properties cannot be changed to "ON" in product preferences. The following error message triggers if both are turned on at a time.

4. Product Preference property: ShowAddressOnCWRBI

EBI field: Address Information

If this property is set to "ON", the contingent worker will have address information in their EBI activity.

If 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 the mailing address. Enter the address and click "OK".

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

If "ShowAddressOnCWRBI" is set to "OFF, the address information will not display in the EBI activity.

5. Product Preference property: ShowEmailOnCWRBI

EBI field: Email Information

If this property is set to "ON", the contingent worker will have Email information in their EBI activity.

If this property is set to "OFF", the contingent worker will not have Email information in their EBI activity.

6. Product Preference property: showNationalIDOnCWRBI

EBI field: National ID

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 Social Security Number is left blank.

If SSN 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 this 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.

7. Product Preference property: showTaxIDOnCWRBI

EBI field: 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 activity.

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:

How to upload documents in Biographic Information activity?

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". This will navigate to the Biographic Information page.