Data Capture
TIP’s ongoing success managing hiring-based incentives is predicated on careful integration of intuitive software with ongoing training and support. See how they all come together to create a seamless screening process for both applicants and previously hired employees.
Determine Best Practices for Implementation
What works best for which department?
- Will you use paper?
- Do you need phone screening?
- Do you need to do it?
- Do you wish to employ an electronic
“kiosk” application? - Do you need to screen applicants in real time?
Create Documentation Standards
- Deadline requirements
- Certification requirements
- Per applicable governing agency
Precision Information Capture Tool
- TIP gives managers, HR and employees the exact tool to capture information needed to gain relevant tax incentives with as little contention as possible.
- All forms pre-populated on Tax Incentive Portal.
- Automatically generates instructions and forms for Managers, HR and employees.
- Manager/HR automatically gets phone survey pack targeted for specific program, location-specific access codes, as well as necessary forms.
- Online forms are automatically generated for review by employee and directly submitted to Tax Credit Co.
Forms Review and Submission
- Employee completes and signs.
- Auto prompt for managers signature where needed.
- Electronic and hard copy submitted to Tax Credit Co.
Document Integrity Inspection
Key to effective capture and document integrity is the assignation of a dedicated Program Consultant who is in constant contact with requirements for certification.
