Agents

Wrapbook makes it easy for agents to onboard and manage payments on behalf of their clients.

Agent access

When you designate an agent for a project worker, the agent will receive the project invitation on the worker’s behalf and be able to do the following:

• Create a Wrapbook account or use their existing account to manage their clients

• Complete the digitalCheck Authorization Form that dictates where worker payments will be routed

• Complete onboarding on behalf of their clients

• Receive and track payments on behalf of their clients

Check Authorization Form

The Check Authorization Form is a digital document that allows an agent to receive payments on behalf of their worker in Wrapbook.

Here's how it works:

• In Wrapbook, when an agent is designated for a worker, the agent will be prompted to complete the digital Check Authorization Form

• When checks are issued, they’ll be formatted as [Employee Name] C/O [Agency Name] on the Pay to the Order of line

Designate an agent

Agents are designated when inviting workers to projects, but you can update this information at any time from the worker’s profile. To learn more, see Invite workers to a project.

To add an agent to a worker’s profile:

1. In the top of the left-side navigation, click the dropdown menu

2. In the dropdown menu, select the name of the project that the worker is a member of

3. In the left-side navigation, click People

4. From the People dashboard, click the View button next to the worker

5. Next to Job & pay, click Edit

6. Under Agent information, click the checkbox to enable This worker has an agent

7. Enter the agent’s email, then click each checkbox to confirm the agent and that the Check Authorization Form has been received

8. Optionally, enter the Agent fee - When entered, the Agent Fee will be included in worker paychecks and be taxed as worker wages

9. Once you’re done, click the Save button