About Onboarding

As a software, payroll, and Employer of Record (EOR) services provider, Wrapbook is obligated to verify who’s using our products and services; this includes meeting Anti-Money Laundering and Know Your Customer financial industry standards.

To do this Wrapbook uses:

• The last four digits of your Social Security Number (SSN)

• Your date of birth (DOB)

To prevent payment delays, be sure that this information is correctly listed in your worker profile. To learn more, see Account details.

Typically production workers are required to complete the following types of documents during onboarding:

• Government-mandated forms (like W-4, I-9)

• Company-specific documents (NDAs, Deal Memos)

• Wrapbook authorization forms

• State-specific tax forms

To learn more, see How to complete your startwork.

You may be prompted to upload supporting documents when completing startwork.

• Learn How to upload supporting documentation to your Form I-9

• Learn How to upload files to your documents dashboard

Your ability to correct your name on your Form I-9 depends on if you’ve received any payments through Wrapbook.

If you haven't received any payments through Wrapbook yet, you can update your legal name on your Form I-9 using these steps:

1. Log into Wrapbook

2. In the left-side navigation, click Settings

3. On your worker profile page, click the Edit Profile button

4. Click the name fields to make your updates

5. When you’re done, click the checkbox next to “Under the penalties…” to confirm the information is true

6. Click the Save profile button at the bottom of the page

If you've already received payments through Wrapbook, you'll need to contact the Support team as you won't be able to make these changes yourself⁠.

You can update the information on your W-4 at any time. Click here to see how.

If you see information on your W-9 in Wrapbook that is incorrect, for instance your legal name, company name, SSN, EIN, or classification as a loan-out or contractor here’s how to update it:

• If you haven’t received a payment from Wrapbook before, you can update your W-9 information using the instructions here

• If you’ve received a payment from Wrapbook, you’ll need to contact the Support team to help you update the information

If the project link in your Wrapbook invitation isn’t working, it may due one of the following reasons:

• The invitation has already been accepted.  In this case, you should be able to view the project by logging into Wrapbook and clicking the dropdown menu in the left-side navigation.

• The email address in the invitation doesn’t match the email that’s associated with your Wrapbook account.  In this case, you can contact the Support team to request a new invitation link.

If you’re a represented worker, your agent will receive a separate Wrapbook invitation with a link they can use to complete your project onboarding.  

The email that you receive as a represented worker is simply a notification that you have been added to the project in Wrapbook. If there isn’t a link to join the project, no action is required on your behalf. To learn more, see How to use Wrapbook when you have an agent.

If you haven’t received your Wrapbook invitation, it may be due to one of the following reasons:

• The invitation is in your email Spam or Junk folder. New project invites will have the email subject line, "Welcome, [Your Name]! - [Project Name]" and will be sent from [email protected].

• The production company hasn’t sent you the invite yet

• The email address that the production company sent the invitation to is incorrect

• The production company sent the invitation to a different email address that belongs to you

If you need a new invitation, please contact the Wrapbook Support team.