WOTC Screening Service for Employers
WOTC Screening for Employers
- Secure SMS-delivered screening links
- Mobile-friendly WOTC questionnaire workflow
- Form 8850 workflow support
- Certification tracking and reporting
- Fully managed WOTC screening service
What Is WOTC Screening?
WOTC screening is the process employers use to identify whether a new hire may qualify under the Work Opportunity Tax Credit program. The screening process usually includes a short WOTC questionnaire or survey that collects information related to potential eligibility. For many employers, the challenge is not knowing whether WOTC exists. The challenge is making sure screening happens consistently, early, and in a way that does not create extra work for HR, payroll, or hiring teams. WOTC Plus helps employers simplify this process with automated WOTC screening, organized documentation workflows, and fully managed WOTC service.
How WOTC Screening Fits Into the IRS Process
WOTC screening is the employer-side process used to collect new-hire information that may help identify whether an employee belongs to a Work Opportunity Tax Credit targeted group.
According to IRS guidance, employers use Form 8850 to pre-screen and request certification from the appropriate State Workforce Agency. The U.S. Department of Labor also explains that employers must receive certification verifying that the new hire is a member of a targeted group before claiming the credit.
WOTC Plus manages the employer-side screening workflow with secure SMS-delivered screening links, WOTC questionnaire workflow, Form 8850 workflow support, certification tracking, and reporting.
Why WOTC Screening Matters for Employers
- Screen new hires consistently
- Reduce manual follow-up
- Keep WOTC documentation organized
- Support automated Form 8850 processing
- Track potential eligibility more clearly
- Prepare better reporting for payroll, finance, and tax teams
Why WOTC Screening Timing Matters
WOTC screening should happen early in the hiring or onboarding process. Employers need a workflow that collects new-hire information, organizes documentation, and tracks certification status before important deadlines are missed. A structured screening process helps employers avoid scattered paperwork, manual reminders, incomplete forms, and disconnected tracking. WOTC Plus provides full WOTC service such as form workflow, certification tracking, and reporting process organized.
How WOTC Plus Helps manages WOTC Screening
Invite New Hire
New hires receive a secure SMS-delivered screening link and can complete the WOTC questionnaire from their phone during the hiring or onboarding process.
Complete the WOTC Questionnaire
The applicant completes a mobile-friendly WOTC screening form designed to collect information for potential Work Opportunity Tax Credit review.
Organize the Workflow
WOTC Plus organizes screening information, supports the Form 8850 workflow, and manages documentation needed for certification tracking.
Track and Report
Employers receive organized tracking and reporting to support HR, payroll, finance, and tax advisor coordination.
Automated WOTC Screening With fully managed WOTC service

Automated New-Hire Screening
Make WOTC screening part of the hiring process with automated SMS invitations and a simple mobile-friendly questionnaire for new hires.
WOTC Questionnaire Workflow
Use a structured WOTC questionnaire or survey to help identify potential eligibility.
Form 8850 Support
Keep the required documentation process organized with automated Form 8850 processing
Tracking and Reporting
Stay organized with WOTC certification tracking and reporting for internal teams and tax review.
Who Should Use WOTC Screening?
- Staffing
- Logistics
- Delivery
- Restaurants
- Retail
- Healthcare
- Home Care
- Warehousing
- Manufacturing
- Security
- Hospitality
- High-volume hiring environments
