🗂️ User Guide: Employee Startwork Documents | Roll Credits Help Center

🗂️ User Guide: Employee Startwork Documents

📌 Overview

Startwork documents are essential forms that must be completed before an employee begins work on a production. RollCredits provides tools to:

• 🧾 Create documents

• ✍️ Track signatures

• ✅ Verify completion

🧾 Create documents

✍️ Track signatures

✅ Verify completion

📄 Types of Startwork Documents

Startwork packets may include:

• 📃 Employment agreements

• 🤝 Union-specific forms

• 🎬 Production-specific agreements

• 🔒 Confidentiality agreements

• 🦺 Safety acknowledgments

📃 Employment agreements

🤝 Union-specific forms

🎬 Production-specific agreements

🔒 Confidentiality agreements

🦺 Safety acknowledgments

🔄 Document Workflow

Here’s how the startwork process flows:

1. 🛠️ Creation – Documents are generated when an employee is added to a production

2. ✏️ Completion – The employee fills out and completes required sections

3. 🖊️ Signatures – Required signatures are collected from both employee and company

4. 🔍 Verification – Production staff verify the documents

5. 🗄️ Storage – All documents are securely saved in the system

🛠️ Creation – Documents are generated when an employee is added to a production

✏️ Completion – The employee fills out and completes required sections

🖊️ Signatures – Required signatures are collected from both employee and company

🔍 Verification – Production staff verify the documents

🗄️ Storage – All documents are securely saved in the system

🧾 Creating Startwork Documents

To create documents for a new hire:

1. Go to the Payroll Dashboard 📊

2. Select the employee 👤

3. Click the Documents tab 📁

4. Choose Create Startwork Documents

5. Select templates based on the role & union status 🧩

6. Click Create Documents ➕

Go to the Payroll Dashboard 📊

Select the employee 👤

Click the Documents tab 📁

Choose Create Startwork Documents

Select templates based on the role & union status 🧩

Click Create Documents ➕

✍️ Signature Requirements

Each document can have different signature needs:

• 👤 Employee Signature Required

• 🏢 Company Signature Required

• 🔁 Both Signatures Required

• ℹ️ No Signatures Required (informational only)

👤 Employee Signature Required

🏢 Company Signature Required

🔁 Both Signatures Required

ℹ️ No Signatures Required (informational only)

📊 Tracking Document Signatures

RollCredits tracks signature status for each document:

• ✅ Has Employee Signature

• ✅ Has Company Signature

• 🕓 Employee Signed At (timestamp)

• 🕔 Company Signed At (timestamp)

✅ Has Employee Signature

✅ Has Company Signature

🕓 Employee Signed At (timestamp)

🕔 Company Signed At (timestamp)

👀 Viewing Startwork Documents

To view a specific employee’s documents:

1. Open the Payroll Dashboard

2. Find and select the employee

3. Click on the Documents tab

4. Browse the full list of startwork documents

5. Click on a document to view or download it 💾

Open the Payroll Dashboard

Find and select the employee

Click on the Documents tab

Browse the full list of startwork documents

Click on a document to view or download it 💾

✏️ Updating Document Status

Need to make changes? Here’s how:

1. Go to the employee’s Documents tab

2. Locate the document

3. Click Edit or Update Status 🛠️

4. Make your changes:

   • 📤 Upload a new file (if needed)

   • ✍️ Update signature status

   • 🕒 Add timestamps

5. Click Save 💾

Go to the employee’s Documents tab

Locate the document

Click Edit or Update Status 🛠️

Make your changes:

📤 Upload a new file (if needed)

✍️ Update signature status

🕒 Add timestamps

Click Save 💾

🔐 Document Security

RollCredits ensures document safety through:

• 🔒 Encrypted storage

• 🔐 Access controls for authorized users only

• 🧾 Audit logs for every document view or update

• 🗓️ Legal retention policies

🔒 Encrypted storage

🔐 Access controls for authorized users only

🧾 Audit logs for every document view or update

🗓️ Legal retention policies

💡 Best Practices

Keep everything running smoothly by:

• 📅 Creating documents as soon as an employee is added

• 📋 Monitoring status regularly for timely completion

• 📣 Communicating clearly with employees about requirements

• 🖊️ Ensuring all signatures are collected before start date

• ⚖️ Keeping templates compliant with current laws

📅 Creating documents as soon as an employee is added

📋 Monitoring status regularly for timely completion

📣 Communicating clearly with employees about requirements

🖊️ Ensuring all signatures are collected before start date

⚖️ Keeping templates compliant with current laws

🤝 Integration with Onboarding

Startwork documents are key to onboarding:

• 🪪 Aligned with the I-9 process

• ✅ Tracked alongside other onboarding tasks

• 🚦 Affect onboarding completion status

🪪 Aligned with the I-9 process

✅ Tracked alongside other onboarding tasks

🚦 Affect onboarding completion status

📬 Need Help?

Have questions? Contact us at help@rollcredits.io — we're here to help! 💬