Shareable links allow admins to quickly gather specific information from workers by providing direct links to individual information collection pages.
Shareable links enable admins to create direct URLs that lead workers to specific sections of their profile or onboarding flow. Workers can easily update their information without navigating through the entire platform.
How to Generate Shareable Links
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Access the Desired Section: Navigate to the section of the worker’s profile where you need updates.
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Click "Ask Worker to Update": This button appears at the top-right corner of the profile or specific fields.
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Copy the Link: A pop-up will display a shareable link. Click the copy icon to copy the link.
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Send the Link: You can manually send the link or use the "Send link to [Worker's Name] email" button to email it directly.
Examples of Shareable Links
- Profile Information Updates: Navigate to Profile Information and click "Ask worker to update." A link will be generated for the worker to update their personal details directly.
- Account Information Setup: In Account Information, if the worker doesn’t have login credentials set, you’ll see a message. Click "Ask worker to update" to generate a link for them to create their credentials.
- W-4 Completion: Go to Federal W-4 or State W-4 sections and click "Ask worker to update".
- Custom Attributes Completion: Go to Custom Attributes and click "Ask worker to update".
- Bank Account Completion: Go to Bank Information and click "Ask worker to update".
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