Adding Employment type & job to a worker's invitation

When inviting a worker to a project, you’ll need to add specific information about:

Employee type

Under Employment type & job, click to choose either Employee (W-2) or Loan Out (Company)
In Wrapbook, it’s critical to correctly assign employee types when inviting workers to a project because they affect how taxes will be calculated and reported
To learn more, see Worker classification

Under Work locations, click the checkboxes next to the project work locations where they’ll be working
This is required for all projects (both union and non-union) for tax calculations, minimum wage compliance, worker's compensation rules
To learn how to update a project’s work locations, see Project settings - Payroll

Under Hire location, click the state and city dropdown menus to select where they were hired
This is the studio zone where the worker is hired, not necessarily where they actually work
The hire location determines which union local a worker can be part of and how their pay is calculated⁠
This is only required for union projects

Under Guild, click the dropdown menu to select the union or guild that they’re a member of
If they have no guild affiliations, select Non-Union
Guilds determine how workers are paid, what benefits they receive, and what rates apply. For example, WGA workers can have daily and weekly rates, as well as flat amounts using specific calculators
To learn how to update the guilds a project is working with, see Project settings - Unions, Guilds & Health Plans

Under Job title, click the dropdown menu to select a job title for the worker
A worker's job title affects how they're paid, and determines whether a worker is classified as Above-The-Line (ATL) or Below-The-Line (BTL), which impacts billing and downstream processes in payroll and accounting
For union projects, job titles are connected to specific unions, locations, and contractual agreements

Adding an Alternate job title allows workers to have different job titles and corresponding pay rates within the same project
When an alternate job title is added, the worker will be able to choose which job title to use when creating timecards or payables⁠
Alternate job titles are optional

A worker’s department determines which authorized company members need to review and approve a worker's payables
Depending on your company’s settings, you may be required to select a department that the worker will be under
To learn more, see Company settings - About organizations