Automated Worker-to-EIN Assignment

This new feature allows organizations with multiple Employer Identification Numbers (EINs) to streamline the assignment of workers to specific EINs. Using both standard worker properties (e.g., location, applicant source) and custom attributes set by your organization, this feature simplifies EIN management and ensures accurate record-keeping.

Benefits & Key Points

Automated Worker Assignment

• Description: Link workers to the correct EIN automatically based on their properties or custom attributes, reducing manual entry and increasing assignment accuracy.

• Benefits: Save time and minimize errors by automating worker-to-EIN assignment, ensuring that each worker is correctly linked to the appropriate EIN.

Customizable Criteria

• Description: Choose from a wide range of standard worker properties or custom attributes to set up assignment rules tailored to your organization’s unique needs.

• Benefits: Gain flexibility by customizing assignment criteria to align with different business requirements, making EIN management more adaptable.

Efficient EIN Management

• Description: Simplify administration for companies with multiple EINs by streamlining the worker assignment process, enhancing compliance and operational efficiency.

• Benefits: Reduce complexity and improve compliance by maintaining a clear, automated process for worker-to-EIN assignments.

How It Works

1. Navigate to EIN Settings:

   Go to Settings > Company in the platform.

2. Locate the EINs Section:

   Scroll to the EINs section.

3. Set Assignment Rules:

   Click on Add links to worker properties for the relevant EIN and select the standard worker properties (e.g., location, applicant source) or custom worker attributes to automatically assign workers based on those values.