Screening & Eligibility Workflow

This module walks learners through the end-to-end screening and eligibility workflow used in the Work Opportunity Tax Credit program. The video explains how and when applicants are screened, the role of pre-hire and post-hire questionnaires, and how responses are evaluated to identify potential eligibility. Learners will understand how screening data flows from the applicant to recruiters, hiring teams, and WOTC administrators, and why timing and completeness are critical to success. This lesson also highlights common breakdowns in the screening process and how consistent workflows improve participation, accuracy, and certification rates. By the end of this module, learners will have a clear understanding of how effective screening supports both compliance and WOTC optimization.