Use the Request Tax Credit Screening Action for Job Applications

You can configure a candidate selection process so that a tax credit screening action is initiated when a job application enters or exits a phase of the candidate selection process, or is moved to a specific state within a phase.

You use tax credit screenings to validate tax credit eligibility of candidates. Candidates can be eligible to various federal, state, and other tax credits.

Before you start

The tax credit partner must be enabled.

Here's what to do

1. In the Setup and Maintenance work area, go to:
   • Offering: Recruiting and Candidate Experience
   • Functional Area: Candidate Job Applications
   • Task: Candidate Selection Process Configuration
2. On the Candidate Selection Process Configuration page, click a process.
3. Click a phase.
4. Add the Request Tax Credit Screening action at the phase or state level.
   • At the phase level, you can trigger the action when job applications enter or exit a phase.
   • At the state level, you can trigger the action when job applications are moved to the specified state.
5. You can define conditions for the action to be performed. You can use predefined conditions, fast formulas used as conditions, or a combination of both.
6. Click Save and Close.