How to Complete W-2 Onboarding in WorkWhile

Completing your W-2 onboarding in WorkWhile involves several steps, including document submission, verification, and resolving any issues that may arise. Follow the guide below to ensure a smooth onboarding process.

Step 1: Submit Your W-2 Documents

Step 1: Fill Out the W-2 Application

Open the WorkWhile app and navigate to the Jobs tab.
Tap on "Complete Verification" or "Continue" at the top of the screen to start the upload process.
Locate and fill out the W-2 application with your personal information.

Upload Required Documents: - Provide photos of either one List A document or one List B and one List C document. - Ensure the photos are of original physical documents (front and back). Screenshots, photocopies, or PDFs are not accepted. - Follow image quality guidelines: place documents on a flat surface, use good lighting, avoid flash, show all edges, and minimize background distractions.
Receive Notifications: - After uploading, the app will notify you that the upload is complete and provide instructions for the next steps.3. Manual Upload Fallback: - If the in-app upload fails, prepare your documents by taking clear photos of the original physical documents (no screenshots, photocopies, or PDFs). - Upload the photos directly in the support thread or as instructed by the app.

Follow the guided steps in the app to upload your I-9 documents. Ensure you capture clear images of the required documents to meet compliance requirements.

Step 2: Complete In-Person Verification

Set Up an Authorized Representative: - In the WorkWhile app under the Job tab, enter the mobile number of your authorized representative (e.g., a friend, family member, or colleague). They will receive a secure link via text.
Meet In Person: - The representative must have a camera-enabled smartphone to open the secure link. - They will confirm their location by selecting “Submit Your Location” in the app or scanning a QR code displayed on your screen.
Verify Documents: - The representative will inspect your original documents and compare them to the uploaded images to ensure authenticity. - They will confirm their location by selecting "Submit Your Location" in the app. - They will electronically sign Section 2 of the I-9 form in the app to complete the verification process.

Step 3: Post-Approval Steps

Complete Personal Information and Background Check: - Once your W-2 application is approved, you will need to complete your personal information and background check. - When you attempt to accept your first shift in the app, you will be prompted to complete the background check.
Troubleshooting Shift Issues: - If the shift does not appear on your profile after attempting to accept it, try accepting it again within the app.3. Troubleshooting Document Upload Issues: - If you are unable to upload documents, refresh the app by closing and reopening it. - Check the Jobs tab for an onboarding banner prompting you to complete the upload. - Ensure your photos meet the quality guidelines. - If issues persist, contact support and provide your document photos for manual upload.

Step 4: Add Direct Deposit Information

Enter your banking details in the app to set up direct deposit for your payments. This step is essential to activate your W-2 status.

Step 5: Complete Tax Elections

Follow the prompts in the app to make your tax elections. This is typically the final step in the onboarding process.

Step 6: Finalize Your Profile

After completing the above steps, ensure all pending items in your profile are addressed. This may include completing your Everee profile or other tasks prompted by the app.
Lost Progress: If you lose progress (e.g., after switching phones), you may need to redo certain steps, such as uploading documents or verifying your identity.

What are the steps to complete W-2 onboarding in WorkWhile?